Creating To-Do Lists
We recommend customers ask our team for help setting up to-do lists. Everyone wants different things, and it is typically easiest to ask us to configure it for you.
Each to-do lives as a set of "to-dos" on 1 or more "cards". These cards can be associated with a room, or not.
What happens when you associate a card to a room?
- You can now do inventory tracking on objects associated with that room.
- You can see a history of all tasks completed by room.
- Because this is tied to a specific room, you can't copy rooms to other properties.
When should you associate with rooms?
Associate With Rooms | Don't Associate With Rooms |
You want detailed reporting per property/room | Tracking tasks done by specific room is not important. |
You want to use inventory tracking | Inventory tracking is not required |
You are ok with more time and setup | If you use the same "template" across jobs |
To create a new fully customizable list using cards:
- Log into your TIDY account and navigate to the "To-Dos" page.
- Click on the dropdown menu and select the "+ Add List" option.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/jnyyn_9cNg0jgSBq8sMix_image.png?format=webp)
- Select the address to add your to-do list
- Choose if you want to create or copy an existing list to the address
- Add a name to the list
- Click on the "Add To-Dos List" button
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/acTIHYnSN-FhXs7RXOyWw_image.png?format=webp)
Once the list is created, you can start adding cards and tasks to it.
- Click on the "+Add" button to create a new card.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/4YN3ag6oXcyna1J4BO5zv_image.png?format=webp)
If you want to associate the new card with any existing room in your home, enter the room details and click on "Add card". Select "No" and enter a card name for better customizable needs.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/71Yzt4T88_lYcQYKxCpae_image.png?format=webp)
You can add multiple cards, associated with existing rooms or not, to your new to-do list.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/Bb7M5Rc43-AXoaVXGz8Ki_image.png?format=webp)
To add tasks to your cards, click on the "+ Add" button in your list or directly on the desired room/card page.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/ySDh3Zhn7Hx5zPm9fp700_image.png?format=webp)
Say you have created a list for inspection jobs on address A and you want the same list on address B. Instead of recreating the same list from scratch, TIDY allows copying and making this list promptly available on address B in a quick couple of steps.
Please note that copying is only available for lists with no associated rooms.
To copy a list:
- Go to the To-Do list settings.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/A4YkE1GRarjlNQeUNNyVc_image.png?format=webp)
- Make the list to be copied a template.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/ZDsD_el8_ynzhokY0IwyP_image.png?format=webp)
- Add a new list to the desired address.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/cf6pXMlETVkQEEvud8flt_image.png?format=webp)
- Select the "Copy list from another address" option, any list marked as a tempalted will be available to be select in the dropdown menu below.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/rZhECqWHM19jjP09T3hQc_image.png?format=webp)
- Click on "Add To-dos List", and you are all set! Your list is already available to be applied to all your future jobs.
![Document image Document image](https://images.archbee.com/AxT2qhUpV7Dm3BGnDTmph/iepI_4ElKPfieO2vBBJqy_image.png?format=webp)