Skip to main content

Adding a To-Do

Updated over a week ago

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. You do not have to be in a live meeting to add a to do.

To Add a To-Do:

  1. 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

  1. Click Add To-Do at the top of the screen.

  2. 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.

Mark off To-Do's.gif

Adding Attachments to To-Do's:

You can also add attachments to To Do's. To do so you can follow the same steps to create the To Do, at the bottom you will see the "Attachments" option. You can drag and drop your file, or upload.
Once you have attached a file, you can click, "Add To Do" on the bottom right, where it will save the attached file to the To Do.

The supported file types/size for To Do attachments are:

  • Up to 10 files, at 50MB max per file.

  • PDF

  • Images

  • Office Documents

  • Text

  • CSV

  • ZIP

Did this answer your question?