HOW TO: Add/Edit a ‘To-Do’

On the Poppy Dashboard, you are able to add a task to your employees’ ‘to-do’ list.

*Not seeing your ‘To-Dos’ displayed on your Dashboard? Check to make sure you have your ‘To-Do’ widget toggle on.

Add a new ‘to-do’

Navigate to your ‘To-Dos’ widget on your Poppy dashboard

1. Click +Add To Do
2. Fill in required fields, title, due date, assignee
3. Click ‘Create To-Do‘

Edit an existing ‘to-do’

Navigate to your ‘To-Dos’ widget on your Poppy dashboard

1. Double click the ‘to-do’ you’d like to edit
2. Edit the all fields you need to update
3. Click ‘Update To-Do’ in order to save your changes

Delete a ‘to-do’

Navigate to your ‘To-Dos’ widget on your Poppy dashboard

1. Double click the ‘to-do’ you’d like to delete
2. Click ‘Delete’ in order to save your changes