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Trade: How do I use the To-Dos Section?

Article showcasing the To-Do's section of the platform and all its features

What is the To-Dos section?

The To-Dos list section displays Tasks that are assigned to your Trade Account in three columns:

  1. Tasks that are Expected to Start today

  2. Tasks Expected to Finish today

  3. Start Date Confirmations Requests from the Builder


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Why is the To-Dos section useful?

The To-Dos list is a quick snapshot of your Trade’s Tasks that are scheduled to start and Tasks that are expected to be completed on a given day.

With the To Dos list, you can make sure that all Tasks scheduled today have been assigned to the correct crews.

Where to locate the To-Dos section

Web Portal:

  1. Click on the To-Dos option in the sidebar of the web portal

  2. Tasks will be displayed in 3 columns:

    1. The first column displays Tasks that are Expected to Start

    2. The second column displays Tasks that are Expected to Finish

    3. The third column displays Start-Date Confirmations Request from Builders

      • You can Accept or Decline the Start-Date Confirmations from Builders

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Mobile App:

  1. Tap the To-Dos option in the navigation bar at the bottom

  2. Tasks will be displayed in 3 tabs:

    1. The first tab displays Tasks that are Expected to Start today

    2. The second tab displays tasks that are Expected to Finish today

    3. The third tab displays Start-Date Confirmations Request from Builders

      • You can Accept or Decline the Start-Date Confirmations from Builders


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What information is present in the To-Dos?

The Tasks present in each column/tab are composed of the following information:

  1. Task Name

  2. Lot Number

  3. Critical Task vs. Non-Critical Task

  4. Expected Start or Expected Finish

  5. Task Status

  6. Custom Task Readiness (Preceding Tasks): This is an indicator of whether the task is ready to start or not based on its preceding tasks.

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NOTE: Use the filter Icon to help narrow down Tasks you are responsible for and/or locations.

How to view a different day in the To-Dos list?

When you click on the To-Dos section, you will automatically be looking at Tasks to do today. If you want to look at Tasks for tomorrow or the next 5 days:

  1. Click on the Today option present at the top-right side, this will open a dropdown with more options

  2. Select Tomorrow or a different date listed for the Tasks that will be ready "to do" on that date

NOTE: Changing the day is only available on the web portal currently.