Knowledge Base > Best Practices > Delegating To-Do’s

in Best Practices Tags: To-Do’s

In OfficeTools WorkSpace, the To-Do’s tab refers to assignable, single-step tasks (e.g. “Make copies for client”); unlike Projects, which require multiple steps (assignments) to complete. To-Do’s can be assigned to any staff member’s activity list for easy time tracking, reminders and completion. To-Do’s can also be associated with specific Projects and can be set to recur. When assigning a To-Do, it is important to consider when it should be added to the assigned staff’s Activity List.  This option is located at the upper right corner of the main work space, with the To-Do’s tab selected. This will allow you to pre-assign a To-Do and have it appear at the appropriate date and time.


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