Leave a note, pictures or other files if the to-do needs more detail: The person assigned will get a reminder notification at 9:00 AM the day before the due date and again at 9:00 AM on the day it’s due. To-dos can also be assigned a due date or a span of dates - select the radio button for the type you need. Anyone who asked to be notified when the task was done will be! Once it's done, they can click in the checkbox next to the to-do to mark it as complete. When you assign a to-do to someone else, they'll receive a notification. Keep in mind that you can only assign a task to someone who is a part of this particular project: When you begin typing someone's name in the "Assigned to" field, Basecamp will display matching results. You can get descriptive here by adding notes, designating when it is due, assigning it to anyone you're on that project with, and even choose to notify someone specific when it's done. Start with individual to-dos by giving it a title. NOTE: Do the same sorts of to-dos over and over? Save yourself time by creating a to-list template. This is a great place to add notes, files, links, or even people in particular: Click the "+New List" button to get started, give it a title, and type out a description if you'd like to. Individual to-dos need to belong to a list so that's where we'll start. Bulk assign, archive, or edit due dates.Use this to make lists of tasks that need to get done, assign those out, and set due dates. It’s excellent for actions but not so much for real planning or storing information in.Every project you start automatically has the To-Do tool. OmniFocus was my main to-do app from when it was introduced. Still using my CRM for contact-management but all else goes into Agenda now. I have several categories that work the same way. – Standardised notes via TextExpander (with headers, checkboxes, bullets etc) – Standard TextExpander notes for made calls, meeting reports etc – If notes relate to an event, they’re linked to the calendar – If required, notes are on the agenda - sometimes backed-up by Reminders – Contact cards dragged into notes => make calls from within Agenda (iOS) – Company names are tagged (TextExpander) – New information on existing topics is appended (with date) I’m a self-employed consultant / trainer and this is my approach:Ĭategory with Projects for suspects, prospects etc
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