Estimate Rocket Project To Dos - Adding a To Do
Adding project related To Do tasks is easy from the project detail screen
Navigate into the estimate detail screen and click the + To Do button.
- Task description that can be as detailed as paint ceilings in the bedroom to a general option which might be interior painting day 1.
- Assign the task to a user (full user or field user)
- Set the date and time and save the task
Flexible Scheduling
The new project task To Dos will give you additional flexibility when being added to the schedule. The project To Dos will allow for the addition of an addition full user such as a supervisor to be a painter for the day on a different project and have that display on the schedule.
The detail of the To Do can be determined buy the adding user, this can be to the level of detail of paint ceiling from 8a-10a and paint walls from 10a-2p or as simple as painter for the day 8a - 4pm. Also you can split a 16 hour project from 2 x 8 hour days to 4 x 4 hour mornings for example, if the work is being done in an industry that provides longer cure time between steps.
Other Help Material
How to add a To Do task to an existing project
How the assignment of a To Do task notifies an employee
Viewing a To Do task on the dashboard or schedule
How To Do tasks are marked as completed