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.

   

   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.