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How to add a To Do

To add a To Do item to your plans:
  1. From the Planbook Bar, select Notes & To Do.

  2. Click the Add (+) icon in the top-right menu.

  3. Select the Add To Do option.

  4. Select a Priority for the To Do item.

  5. Enter a Start Date and End Date for the To Do item. A date range is not required, but we recommend including one to create a timeframe for the task. The end date will also be used to include the To Do item in the Reminders Panel.

  6. Enter the To Do Description.

  7. Click the Save (checkmark) icon in the top-right menu to save your changes.

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