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To-Dos

May 14, 2026

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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.

Note:

For full template management (use, update, delete, share), see Project Workflow Templates.

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.

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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To-Dos

May 14, 2026

Contributed by:

May 14, 2026

Contributed by:

To-Dos

Key use cases

Key benefits

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