Adding a To-Do

Adding a To-Do

Keep your projects on track using QuiqNest To-Do’s

Desktop:
There are several ways you could add a To-Do to your conversation.

From the chat tab
1. Select Chat tab in a conversation.
2. Click on the ‘ + ‘ icon next to send message... field, and choose the new To-Do option.
3. Fill out the task details (Subject, description, assign to etc…) to create a new To-Do under that conversation.

From a message or file/document
1. Hover over the message or file in your conversation.
2. Click the Three_Dots.svg three dots icon and click Create To-Do.
3. If you are creating a to-do from the message it will automatically create the to-do based on the message.
4. If you are creating a to-do based on a file/document you will be prompted with a dialog to specify the title of the to-do and create it.

From the to-do tab
1. Select To-Do.svg To-Do icon on the top right screen of your conversation.
2. Click on the Add To-Do button.
3. Fill out the task details (Subject, description, assign to etc…) to create a new to-do.

Mobile:
There are several ways you could add a To-Do to your conversation.

From the chat tab
1. Select Chat tab in a conversation.
2. Tap on the ‘ + ‘ icon next to send message… field, and choose the new To-Do option.
3. Fill in the task details (Subject, description, assign to etc…) to create a new to-do under that conversation.

From a message or file/document
1. Tap and hold over the message or file in your conversation.
2. Tap on the option Add a To-Do.
3. If you are creating a to-do from the message it will automatically create the to-do based on the message.
4. If you are creating a to-do based on a file/document you will be prompted with a dialog to specify the title of the to-do and create it.

From the to-do tab
1. Tap on To-Do tab on the top right screen of your conversation.
2. Tap on +Add button on the bottom right of your screen.
3. Fill in the task details (Subject, description, assign to etc…) to create a new to-do.

Notes: Add Subject is a required field while creating a To-Do

 

Adding a To-Do
Scroll to top