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To-Dos

December 18, 2025
Contributed by: 
P

When to Use To-Dos

Overview

The To-Dos section in Projects helps you assign, track, and manage actionable items for both internal team members and client users — directly within the project workspace. Each to-do is contextually linked to the project it belongs to, making it easier for teams and clients to stay aligned on responsibilities, deadlines, and deliverables.

Key Use Cases

  • To assign project-related work items to internal team members or clients.
  • To track progress on deliverables tied to a document, information, or signature request.
  • To maintain visibility on deadlines and ownership for every project action item.
  • To enable threaded discussions and file sharing at the to-do level.

Key Benefits

  • Assign to-dos to anyone involved in the project (internal or client).
  • Add and view comments, share updates, or attach files directly to each to-do.
  • Track all open, in-progress, and completed items from one dashboard.
  • Ensure all to-do-related communication and documents stay within the project.

How to Create a To-do

To create a new to-do within a project, you can follow the steps given below:

  1. Navigate to the Project

    a. From the ShareFile web app, open Projects from the left navigation pane.

    b. Select the project where you want to create the to-do.

  2. Go to the To-dos Section

    a. Open the To-dos tab from the project dashboard.

    Tasks 1

    b. You’ll see a list of existing to-dos and their statuses.

  3. Create a New To-dos

    a. Click on Create To-do.

    b. A to-do creation panel opens.

  4. Enter To-do Details

    a. To-do Name: Provide a short, clear title.

    b. Assignee: Choose one or more team members or client users.

    c. Due Date: Set the deadline for completion.

    d. Description: Add context or steps to complete the to-do.

    e. Attachments (Optional): Upload files related to the to-do (e.g., reference documents, forms, or deliverables).

  5. Save the To-do

    a. Click on the Create To-do button.

    b. The to-do now appears in the project’s to-do list with its assigned details.

How to add comments at record level

  1. Open the project and go to the To-dos tab.
  2. Select the to-do item you want to comment on.
  3. In the Comments section, type your message in the input box.
  4. (Optional) Type @username to mention a teammate or client.
  5. Click on Submit to submit your comment.

Tasks 2

How to add files at record level

  1. Open the project and go to the To-dos tab.
  2. Select the to-do to which you want to add files to.
  3. In the attachment column, click on Upload attachments.
  4. Select the file you want to upload.
  5. Click on Submit to add the files at the record level.

Tasks 3

How to save a to-do list as template

To save a to-do list as a template, users have to save the project as a template. Any project saved as a template will automatically include the list of to-dos that were created within that project.

  1. Click on the three dot menu(…).
  2. Click on the “Save as template”.
  3. Add Name and Description of your choice and save as a template.
  4. You can now try to create a new project using the template you just saved.
To-Dos
December 18, 2025
Contributed by: 
P
December 18, 2025
Contributed by: 
P

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