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:
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.
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

