Table of Contents
1. Overview
2. Create a Single To-do
3.Create a Recurring To-do
4. 3 Different Ways to Create a New To-do
Overview
To-do’s can be added to your schedule as a reminder of things you and your team need to do. You can use these for many different things including job prep, errands, etc.
New To-Do’s can be added to your schedule a few different ways.
Create a Single To-do
Under Type, choose Single To-do. For a to-do that spans several days, choose Single To-do Lasting more than One Day.
You will first choose a date for the to-do and you can also set a time and the Budgeted Hours for To-Do (how long it should take).
Next, enter the To-do Title or Description and choose a To-do Category. To create one, click the + button next to the list (or Add New Category if you don’t have any categories yet).
The next section is optional, but you can select customers, properties, and employees that are involved with this To-Do. You can also add a Location and assign a Crew.
You can also change the color that will appear on your schedule for this to-do
When are finished filling out the information for your to-do, be sure to click the green “Create To-do” button.
Create a Recurring To-do
Change the type to “Recurring Series of To-do”
Under How Often Will These to-do Be?, choose daily, weekly, monthly or yearly.
If you select Daily, choose Every Weekday or pick Every Day, Every 2 Days and so on from the dropdown.
If you select Weekly, use the dropdown under Repeat on: to pick Every Week, Every 2 Weeks and so on.
Then click the day buttons (Mon to Sun) for the days you want the To-do on.
If you select Monthly, pick Every Month, Every 2 Months and so on from the dropdown under Repeat on:, then choose which day of the month.
You can also choose to have the recurring To-do on the first, second, third, fourth, or last specific day of each month.
The last option is Yearly. You can choose to have the recurring To-do on a certain day of a specific month or on the first through last certain day of the week in a specific month.
Once you are finished selecting how often your To-do will happen, you can select a start date.
You will see message in the blue box telling you when the first and last To-do will appear on your schedule based on your settings.
You then have the option to select a time for this to-do. This will put this To-do in that time slot on your daily schedule.
You can set the Budgeted Hours for To-Do, which is how long you expect it to take.
Choose an End Date, or enter the Total Number of To-do and LawnPro works out the last date.
Under Pause / Off-Season, choose Use Off-Season Schedule to skip your off seasons. Pick one or more, or click Create a new off season. No to-dos are created during those periods. To pause the series for a one-time reason, save it first, then edit it and choose Pause This Series. See Seasonal Pause.
Then fill in the To-do Title or Description, To-do Category and To-do Type. If you want to create a new Type/Category you can learn how to do that here.
You can then add a Description and notes for this To-do.
You can tie this To-do series to a customer/property. This part is optional.
The last few options include choosing to assign a crew/employees and selecting a color for this To-do to appear on your calendar.
When you are finished making all of your selections, don’t forget to click the green “Create To-do” button to save the To-do.
3 Different Ways to Create a New To-do
Click the + (Quick Create) button at the top of any page and choose To-Do.
On the schedule, click New Event and choose To-Do.
In the left menu, click To-do, then Create To-Do. The same menu has To-Do List and Types of To-Do’s.