Adding Shared To-Dos

Adds shared To-Dos to discussions.
By using shared To-Dos, you can configure assignees to To-Dos. The progress of the tasks is also visible to other members of the space.
Shared To-Dos can be added on the "Discussion" screen or the shared To-Dos screen.

Adding To-Dos on "Discussion" Screen

Open the discussion and add the shared To-Dos.

Steps:

  1. Click the app icon in the header.

  2. Click Space.

  3. Click the name of the space.

  4. Select the discussion to which you want to add shared To-Dos.

  5. Click the item to add shared To-Dos on the "Discussion" screen.

    Image of an add shared To-Dos action link

  6. On the screen to add To-Dos, fill in the To-Do name field.

    Always set the To-Do name.
    Image of entering a To-Do name

  7. Set the "due date" field.

    If you select the "None" checkbox, you can create To-Do tasks without the due date.
    When you click the item to specify the period, the due date can be specified in the period.
    Screen capture: Configuring due date

  8. Set the "Assignees" field.

    Image of setting assignees

  9. To add shared To-Dos and attachments, click the item to show the contents.

    Screen capture: An action link to display the content

    Add To-Do contents and attachments.
    Image of configuring contents and attachments

  10. Confirm your settings and click Add.

Adding To-Dos on "Shared To-Dos" Screen

On the shared To-Do screen, add shared To-Dos.

Steps:

  1. Click the app icon in the header.

  2. Click Space.

  3. Click the name of the space.

  4. On the "Space" screen, click Shared To-Do.

    Screenshot: Shared To-Do button is highlighted

  5. On the shared To-Do screen, select a discussion to add shared To-Dos.

    Screen capture: The dropdown contains a discussion to add shared To-Do

  6. Click the item to add shared To-Dos.

    Image of an add shared To-Dos link

  7. On the screen to add To-Dos, set the required items.

  8. Confirm your settings and click Add.

Adding Shared To-Do by Reuse

You can reuse already created To-Do to create a new one.
The reused To-Do inherits the following information. It saves your time when you create a similar To-Do.

  • To-Do
  • Assignees1
  • Contents
  • Attachments
1: Assignees who left the Space will not be inherited.
Steps:

  1. Click the app icon in the header.

  2. Click Space.

  3. Click the name of the space.

  4. Select the discussion.

  5. Click the To-Do to reuse on the "Discussion" screen.

    Screen capture: Selecting To-Do to reuse

    If you want to reuse the completed To-Do, click Shared To-Dos, and select the To-Do you want to reuse on the "Shared To-Dos" screen.

  6. On the "To-Do details" screen, click Reuse.

    Screen capture: Action link to reuse

  7. On the "Reuse To-Do" screen, change the fields as necessary.

  8. Confirm your settings and click Add.