Overview
To-Dos in Copilot help you track internal tasks, reminders, and recurring responsibilities for your team. You can create single To-Dos or set up recurring ones directly from multiple areas of the platform.
Option 1: Create a To-Do from the + New Button
Click the + New button in the top-right corner of your screen.
Select To-Do.
Under Type, choose one of the following:
Single To-Do – Create a one-time task.
Recurring Series of To-Dos – Create a repeating task on a set schedule.
Step 1: Set the Date and Time
For a Single To-Do, select the date, time of day, and estimated duration.
Step 2: Add Details
Name or Description: Enter a short title or description of the task.
Category: Select an existing To-Do Category or click the gray + button to create a new one.
Customers / Properties / Employees (Optional): Link any related contacts, properties, or team members.
Color: Choose a color for the To-Do, which will appear on your schedule.
Photos (Optional): Add photos or attachments at the bottom of the To-Do form.
Step 3: Save the To-Do
When finished, click Create To-Do to save.
Option 2: Use the To-Do Icon on the Top Bar
You can also create a To-Do using the Create a To-Do icon located in the top-right corner of your dashboard.
Follow the same steps as Option 1 to complete your setup.
Option 3: Create a To-Do from the Schedule Tab
Go to Team > Schedule.
Click the + New Event dropdown button.
Select To-Do from the list.
Follow the same steps as Option 1 to enter details and save.
Tip
Use Recurring To-Dos for routine tasks like equipment checks, weekly clean-ups, or customer follow-ups. This helps your team stay organized and ensures critical tasks are never missed.