Plans: Adding To Do Item

On the menu on the left hand side, click "Plans".

Select the site the plan or template is located in and then click on the Plan Category it is in.

Click on the title of the plan or template you would like to add an item to.

Note: If you cannot find the template, make sure Templates are set to Show, or filter for only templates.

Click Add. To add a To Do Item from the plan template, see Option 1. If you are adding items to a template, you will not be able to use this option. To add a brand new To Do Item, see Option 2.

Click "Add from Template". Check the boxes next to the items you would like to add and click "Ok".

Note: A confirmation will appear on the screen when the To Do Item has saved successfully.

Click Add New. Type in the title you would like for the To Do Item under description and select a Type for the item.

Select the To Do Item owner and a due date.

If you are adding To Do Items to a Template rather than a plan, you will have the option to select a form.

Check the box next to "Is Completed" if you would like the To Do Item to be marked as completed. Click the plus (+) sign to add a tag to the To Do Item.

When you are finished, click "Ok". A confirmation will appear on the screen when the To Do Item has saved successfully.

To learn more about Plans, see the lessons in Insights, Plans.