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title: To Dos - User Guide
description: To Dos - User Guide
---
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1. [ServiceBox Support Knowledge Base](https://learn.getservicebox.com/?hsLang=en)
2. [To Dos](https://learn.getservicebox.com/to-dos?hsLang=en)
3. [To Dos - User Guide](https://learn.getservicebox.com/to-dos?hsLang=en#to-dos-user-guide)
# To Dos - User Guide
## To-Dos in ServiceBox help you assign tasks, track follow-ups, and stay on top of recurring responsibilities like checking in on quotes, submitting timesheets, or running end-of-month reports.
To-Dos can be used for assigning tasks to people (categorized or uncategorized) or keeping track of items that you want to follow up on, such as seeing if a customer wants to go ahead with a quote, remembering to run your end of month reports, submitting time sheets and much more.
### **Setting Up a To-Do in a Quote, Work Order, or Invoice**
1. Open the relevant Quote, Work Order, or Invoice.
2. Click the **To Dos** tab to access the To Do section. Click **Add**..
3\. A setup screen will appear on the right-hand side.
- Enter the task details in the large text field
- Assign a user to the To Do from the **Assigned To** drop-down
- Choose a **Category** (categories can be managed in **Settings** by an admin).
- Add a **date/time** if you'd like to receive a notification in your browser or mobile app.
- If you **don't** set a date, the task will stay in the queue but won't generate a reminder.
- Select an option for the To Do to repeat in the **Repeat** drop-down.
> ⚠️ Screenshots in this article are from a Work Order, but the steps are identical for Quotes and Invoices.
When a To Do has a date attached to it, it will be brought to your attention in the browser or app.
### **Viewing To-Dos**
1. Click **To Do** from the left-hand menu.
2. As an Administrator, you can select to view all users To Dos, or by unselecting the check box, you will see only your own To Dos.
**Note:** User permissions can be edited to allow basic users to view all user To Dos. To change this, contact our support team by email at support@jobboxsoft.com
You can also filter by specific status by clicking on the status at the top of the list.
**To Dos in ServicecBox App**
To Dos in the App function in the same way as here, and you can view them under the main menu in the same way.
### **Need Help?**
If you have any questions or need support, please click the Help button in your ServiceBox account or email us at **support@getservicebox.com**.
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