To-do lists are available once a contract is active and agreed upon. Navigate to Deliver work > Your contracts, select the contract, and use the Overview tab to create or manage items. Any contract member can add, edit, or complete tasks, which are displayed as tiles. Deadlines are flexible and don’t affect job stats.
Create a to-do list
Once a contract is active and everyone agrees to use a to-do list, go to:
- Deliver work > Your active contracts
- Select the contract, and go to the Overview tab. You’ll find or build the list there
To add a to-do:
- In the to-dos section, select + New
- Name it, assign it, add an optional due date, and include any details
Each contract has its own separate list.
Manage your to-dos
Anyone on the contract can add, edit, reorder, or complete to-dos. We send alerts for any changes. To-dos appear as tiles showing all key info upfront. Use the stacked-dots icon to:
- Open or edit an item
- Mark it as complete
You can filter the list by:
- Turning on Only show your to-dos
- Choosing Show completed to view hidden finished items
What if I miss a due date that was mentioned in a to-do list?
Deadlines are flexible. Just coordinate with your client on what to do next.
Will using or not using a to-do list affect my stats?
Not directly — to-dos don’t impact your Job Success Score or metrics. But they can help build trust and lead to great outcomes.