ShareFile

Create a To-Do

May 14, 2026

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

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.
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.
Create a New To-dos

a. Click on Create To-do.

b. A to-do creation panel opens.
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).
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.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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Create a To-Do

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

Create a To-Do

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