Two of the most important parts of developing strong working relationships with your freelancers are communicating and staying organized. The to-do list feature on hourly contracts can help.

Using to-do lists is optional, and both you and your freelancer must agree to use the feature before you start creating to-dos. If you choose to use a to-do list, you will both have access to add to and edit the list. If you are working on a project with additional freelancers, you will all have access to the same to-do list.

Keep in mind that to-do lists are unique to each contract.

Create a to-do list

Once a contract is active and all parties have agreed to use a to-do list, you can start creating to-dos. You can create to-dos from two places: the contract and Messages.

Find the contract under Jobs > All Contracts. Click on the contract and you’ll see the TO-DOS tab — this is the central place to manage your to-do list for this contract.

To add a to-do, click the + Add a to-do button. This opens a modal, where you can:

• Set a title for the to-do
• Assign it
• Add an optional, non-binding due date
• Describe the to-do, providing details, objectives, etc.

You can also create to-dos from Messages:

• Choose Add a to-do from the menu in the message header
• Convert a message to a to-do by clicking on the message and selecting Add as a to-do from the menu. When you create a to-do directly from a message, the to-do description is auto-populated with the message text and the to-do is linked to the message for future reference.

Use the to-do list

All to-dos are displayed in a single place on the contract so that the information is visible at-a-glance.

You can manage the to-do list by taking the following actions:

• Reorder the list by selecting the dots to the left of a to-do and dragging and dropping it in the desired order
• Open or edit a to-do by clicking on the pencil icon
• Mark a to-do as completed by selecting the checkbox to the left of a to-do
• Delete a to-do by clicking on the trash bin icon

To help keep your project organized, you can utilize the following features:

• Activate the Only show my to-do’s toggle at the top of the to-do list to filter out to-dos that are not assigned to you
• Expand the Show completed section at the bottom of the list to view to-dos that were marked as completed

Notifications are delivered when a to-do is added, edited, deleted, or marked as complete. Notifications are sent to everyone in the contract and will appear in Messages and notifications.

Frequently Asked Questions