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Short 'To-Do' items not connected with any work.

Userlevel 3

+2

Hi all,

This might be a really basic question, with a really obvious answer.. but here it goes.

I’m wanting allocate basic to do items to team members, for internal admin tasks etc.

e..g Call bank to change our address etc

Is there a simple way to do this without creating dummy jobs or other work arounds?

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Best answer by SamG 14 November 2023, 23:54

Userlevel 7

+15

Hi @Shaun Farrugia,

This can be achieved one of two ways:

Email to the team member. This email can be Added to My Week by either the team member or you or both, planned for a week or added to working on now, like any other work item. You cna also Assign the email to one colleague and use the status as well.
Create a Note for the team member. Same applies as above re adding to My Week and Assigning functionality.

Does that help? 🙂

Userlevel 3

+2

Hi @SamG

Legend! #2 is probably the way to go for the majority of these tasks!

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