To-Dos

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.