How do I create a To-do?

You may wish to create a To-Do on RiskProof for colleagues to action something or complete a task. This article will show you how to do this.

To create a To-do, sign in to RiskProof.

Click To-dos at the top right of the page and then click View all.

Click the Create new tab and complete all the required fields with the relevant information.

There are six fields that can be completed, and those with a * are mandatory:

• Title* - Name of the task/action.
• Type* - Use the dropdown to choose the type of To-do.
• Description* - Include information about the To-do so that the assignee understands what they are expected to do. 
• Assigned to* - Here you can choose if you would like to assign the To-do a specific user, a division or location, or all users on the account.
• Attachments - Upload any attachments if necessary.
• Schedule* - Choose Once, Daily, Weekly, or Monthly from the dropdown. Each answer will trigger further scheduling fields. You can also tick the Does not start before box if you would like to set a start date for the to-do. 

Click Create to create the To-do and trigger an email to the designated user, division and location or everyone to let them know that they have been assigned a new To-do.