Add To-Do’s to Other Users’ Lists (How-To)

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Any employee can create a To-Do List for their own use, but as an Administrator, you can create a list for your employees and add items to their lists.

 

Before You Begin

Note that only Admins and any user that has Admin Delegations for this permission under Reports & More » Groups » Manage Employee To-Do List can add items to other users' lists. 

 

Create an Item on Another User's To-Do List

  1. Navigate to Left-hand Navigation: Admin » Manage Employee To-Do List. 

  2. Select All Employees or one employee's name from the drop down list.

  3. Enter the to-do item you would like the employee(s) to complete.

  4. Tick important if it's important!

  5. Select Save. If the automated email is enabled, the employee will receive an email notifying them that a new item was added to their list.

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