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To add a To Do item to your plans:
- From the Planbook Bar, select Notes & To Do.
- Click the Add (+) icon in the top-right menu.
- Select the Add To Do option.
- Select a Priority for the To Do item.
- 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.
- Enter the To Do Description.
- Click the Save (checkmark) icon in the top-right menu to save your changes.