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To Do List

Create tasks for your studio staff with a due date and assignees, get automatic email reminders before and after the due date, mark tasks done, and see your own tasks on the Dashboard.

Written by Joe Naftal

The To Do List keeps your team on track for recital season. Go to To Do List in the menu.

Add a task

  1. Click New Task.

  2. Enter a Title and an optional Description.

  3. Pick a Due date.

  4. Tick the staff to Assign it to.

  5. Click Save.

Staff get an email when they're assigned a task. Staff without an email address on file show "(no email)" and won't get emails.

Reminders

Assigned staff get email reminders 5 days before the due date, 1 day before, and once after it's past due. Reminders stop when the task is marked done.

Manage tasks

  • Tick the checkbox to mark a task done. Tick it again to reopen it.

  • Click a task to edit it.

  • Click the trash can to delete it.

  • Open tasks are listed first, by due date. Overdue tasks are marked Overdue.

  • Your own open tasks also appear under My Pending Tasks on the Dashboard.

Tip: To let a staff member add and edit tasks, turn on To Do List - Add/Edit Tasks in their permissions under People, then Staff. Anyone can mark a task done.

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