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Using To-Dos

Dave West avatar
Written by Dave West
Updated over a year ago

In the course of using OnRamp you may find yourself with a to-do list that does not fit within one project. For example, you may need to prepare a status report for all current projects for an upcoming meeting. In that meeting, there may be an action item that comes up that you want to assign to a member of your team.
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To-dos give you a way to add more generic work items to your Dashboard and assign those kinds of not-project-specific tasks to others as well.
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To get started with To-dos, click the Create button at the top of the left sidebar and select To-do.
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In the smaller window that opens, you'll see a simple form:
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You will need to give the to-do item a title, an assignee (defaults to yourself), and a due date (defaults to the current day).
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If you add more than one assignee, a copy of this To-do is assigned to each user individually.
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For any To-dos where you want to signal a greater importance, you can set a flag as well.
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If you know you have several different to-dos that you're creating at the same time, you may select "Create another to-do" so when you click Create To-do you will automatically get a blank form where you can enter another.
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Helpful tiles with counts of To-do items are displayed on the Dashboard.

Click into any tiles to see all active To-dos

And click into any To-do to edit, delete, or mark complete

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