ToDos

How to create and manage ToDos in SquidWeb

Keeping track of tasks between office and crew can quickly become messy — especially when working across multiple projects.

With SquidWeb ToDos, you can assign tasks in seconds and make sure they are completed directly from the mobile app.

What you can do with ToDos

• Create and assign tasks instantly
• Add context and instructions
• Send tasks directly to crew members
• Track progress in real time
• Complete tasks in one click from mobile

How to create a ToDo

1. Go to a project
2. Open the Activities section
3. Click on New ToDo
4. You can define:

• Title (caption) – A short description of the task
• Detailed instructions (body) – Add context or specific actions to complete
• Recipient – Assign the task to the responsible person
• Due date and time – Set clear deadlines
• Reminder – Ensure the task is not forgotten
• Priority – Highlight urgent or important tasks

5. Save the ToDo

Example: “Please contact the driver to arrange the pickup”

Create ToDos from different areas

ToDos can be created from multiple parts of SquidWeb, such as:

• Projects
• Leads
• Payroll
• Mailbox
• Delivery Notes
• Contacts

This allows you to assign tasks wherever the need arises.

How ToDos work on mobile

Once created a ToDo external:

• The assigned person receives the task instantly
• The ToDo appears directly in the mobile app
•  The crew can open and complete it easily

No need for calls or external communication.

✔️ Completing a ToDo

ToDos can be completed directly from the mobile app:

• Open the task
• Click “Complete”

That’s it — fast and simple.

Tracking ToDos

From the web app, you can:

• See all active ToDos
• Track completion status
• Review completed tasks

This gives full visibility to the office team.

Result

With ToDos in SquidWeb:

• Communication becomes structured
• Tasks are not lost
• Office and crew stay aligned