{"id":1525,"date":"2022-07-04T08:10:06","dateGmt":"2022-07-04T08:10:06","modified":"2022-07-04T15:17:39","modifiedGmt":"2022-07-04T15:17:39","status":"publish","title":"How to Create New To-Dos","content":"<p>Let\u2019s learn how to create new to-dos in <strong>Local Service Hero<\/strong>. A to-do is a task that your team has to carry out, whether it\u2019s giving a service, calling contacts, etc.<\/p>\n<p>Once you log in to your Local Service Hero account, you need to head to\u00a0<strong>CRM > To-dos > Add New<\/strong>. You\u2019ll see the <strong>Add New To-do<\/strong> form.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1502 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01.png\" alt=\"how to create new to-dos in local service hero\" width=\"1920\" height=\"929\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01.png 1920w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01-350x169.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01-1024x495.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01-768x372.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-01-1536x743.png 1536w\" sizes=\"(max-width: 1920px) 100vw, 1920px\" \/><\/a><\/p>\n<p>These are the fields the\u00a0<strong>New To-do<\/strong> form contains:<\/p>\n<ul>\n<li><strong>Title:<\/strong> Add the to-do\u2019s title here.<\/li>\n<li><strong>Status:<\/strong> You can publish it or leave it as a draft.<\/li>\n<li><strong>Description:<\/strong> Here you can add a description of the to-do.<\/li>\n<li><strong>Start showing date:<\/strong> This is the date on which the to-do task will start being shown to the assigned person.<\/li>\n<li><strong>Due Date:<\/strong> This is the date the to-do must be carried out.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1503 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02.png\" alt=\"how to add new to-dos in local service hero\" width=\"1553\" height=\"909\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02.png 1553w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02-350x205.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02-1024x599.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02-768x450.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-02-1536x899.png 1536w\" sizes=\"(max-width: 1553px) 100vw, 1553px\" \/><\/a><\/p>\n<ul>\n<li><strong>Calendar Start Date:<\/strong><\/li>\n<li><strong>Calendar End Date:<\/strong><\/li>\n<li><strong>Budgeted man hours:<\/strong> This is the time (hours) the task will take to be carried out.<\/li>\n<li><strong>Priority:<\/strong> You can select between Low, Normal, and Urgent.<\/li>\n<li><strong>Type:<\/strong> You have these options here:\n<ul>\n<li>Account issue<\/li>\n<li>Accounting<\/li>\n<li>Estimate<\/li>\n<li>Marketing<\/li>\n<li>Other<\/li>\n<li>Schedule Service<\/li>\n<li>Terminate Service<\/li>\n<\/ul>\n<\/li>\n<li><strong>Select client:<\/strong> Here you select the client who needs the to-do carried out.<\/li>\n<li><strong>Select lead:<\/strong> Maybe the to-do is to schedule a service to a lead, so you can select the lead here.<\/li>\n<li>Once you\u2019re done, hit\u00a0<strong>Save<\/strong> to create the new to-do.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03.png\"><img decoding=\"async\" loading=\"lazy\" class=\"aligncenter wp-image-1504 size-full\" src=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03.png\" alt=\"add or create to dos in local service hero\" width=\"1553\" height=\"1080\" srcset=\"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03.png 1553w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03-350x243.png 350w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03-1024x712.png 1024w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03-768x534.png 768w, https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2021\/10\/add-new-to-do-03-1536x1068.png 1536w\" sizes=\"(max-width: 1553px) 100vw, 1553px\" \/><\/a><\/p>\n<p>With these simple steps, you\u2019ll be able to add new to-dos in <strong>Local Service Hero<\/strong>.<\/p>\n<p><a href=\"https:\/\/localservicehero.com\/us\/blog\/\"><strong>Read more tutorials<\/strong><\/a><\/p>\n","excerpt":"<p>Let\u2019s learn how to create new to-dos in Local Service Hero. A to-do is a task that your team has to carry out, whether it\u2019s giving a service, calling contacts, etc. Once you log in to your Local Service Hero account, you need to head to\u00a0CRM > To-dos > Add New. You\u2019ll see the Add \u2026 <a title=\"How to Create New To-Dos\" class=\"read-more\" href=\"https:\/\/localservicehero.com\/us\/add-to-do\/\">Read more<\/a><\/p>\n","commentStatus":"open","sticky":false,"meta":[],"categories":[{"slug":"tutorials","id":18,"name":"Tutorials"}],"tags":[{"slug":"to-dos","id":145,"name":"to-dos"}],"pictureUrl":"https:\/\/localservicehero.com\/us\/wp-content\/uploads\/sites\/24\/2022\/06\/create-new-to-dos-in-local-service-hero.png","_links":{"predecessor-version":[{"id":2702,"href":"https:\/\/localservicehero.com\/us\/api\/wp\/v2\/posts\/1525\/revisions\/2702"}]}}