There are 3 different ways to create a To-do:
Option 1:
Click on the +NEW button and then click "To-Do."
Select "Single To-do" or "Recurring Series of To-do" from the dropdown under "Type".
When you choose a "Single To-do," you will first select a date for the to-do, and you can also set a time of day for the To-do and the estimated duration.
Next, name or describe the To-do and select a category. You can either select an already existing To-do category if you have any. You can also click the Gray Plus button to create a new To-do Category.
This section is optional, but you can select customers, properties, and employees involved with this To-Do.
You can also change the color for this to-do that will appear on your schedule.
You can also add photos at the bottom of the To-do if you want as well.
Once complete, click the "Create To-do" to save it.
Option 2:
You can also create a To-do from the "Create a To-do" icon
on the top right of your screen, and follow the same steps from Option 1.
Option 3:
You can also create a new To-do from the Team>Schedule Tab, click the +New Event dropdown button, select To-do, and then follow the same steps from Option 1.