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:

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.

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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.

3. • 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

1. When you have completed the To-Do, check it off by clicking the box to the left of the To-Do name.