In EOS One™, there are two types of to-dos you can assign:
Personal To-Dos: Created outside of meetings to help you manage individual tasks that aren’t tied to a specific meeting.
Meeting To-Dos: Assigned during a meeting to one person, who is then responsible for completing the task by the due date.
Adding a To-Do Outside of a Meeting
You can create a Personal To-Do or add a missed Meeting To-Do from anywhere in EOS One.
To Add a To-Do:
Click the To-Do icon in the top-right corner of the screen.
2. Fill in the following fields:
Title
Due Date
Notes (optional but helpful)
3. Click Add To-Do to save it.
If you're entering multiple items, click Add & Create New to keep the dialog open.
Note: While Meeting To-Dos should typically be created during a meeting, you can add one outside the meeting if it was missed or thought of immediately afterward.
Adding To-Dos During a Meeting
Click Add To-Do at the top of the screen.
Or, to create a To-Do tied to a specific meeting item:
Click the vertical ellipsis next to “IDS.”
Select Add a To-Do.
A note will be added automatically, indicating the originating agenda item.
Fill in the following:
Title
Due Date
Owner
Notes (optional but helpful )
Click Add To-Do to save it, or Add & Create New if you're entering more than one.
Marking a To-Do as Complete
When you have completed the To-Do, check it off by clicking the box to the left of the To-Do name.