Scheduling a To-Do

  • Go to your dashboard and click the To-Dos tab


  • Under Client To-Dos “Add an item”


  • Enter just a title for the To-Do you are requesting. You will be able to add comments and attach files to this To-Do in one of the next steps.

  • Select “THE SCULLY TEAM” as who will be responsible. This will alert both Daniel and myself.

  • Mark when the To-Do is due. Most To-Dos are completed between 24-36 hours depending on their complexity.

  • Then click “Add this item”


  • To add details to this To-Do, hover over the To-Do until the comment bubble appears. Click the bubble,


  • It is here where we can collaborate on this specific To-Do. You’ll see that you can write a comment (description), and attach files if necessary