Create a To-Do Task
To get started, open the project you want to work on and click on the To-Dos module from the left-side menu.
Buildern allows you to manage tasks using two main views:
List View – Best for managing and editing task details.
Calendar View – Helps visualize tasks based on their due dates.
From there, you can create a new To-Do task.
You have two options:
Create To-Do – Create tasks from scratch.
Import – Import tasks from another application or copy them from another project or template.
👉Learn more How to Import To-Do Tasks in Buildern here
Create To-Do tasks manually
Add the task details
On the To-Do edit page, fill in the required information for the task.
You can configure the following fields:
1) Basic Information
These fields define the core details of the task.
Name – Enter a clear and descriptive name for the task.
Parent To-Do – Link the task to another To-Do to organize tasks hierarchically.
Assignee – Select the team member responsible for completing the task.
2) Task Priority and Deadline
Set the urgency and due date for the task.
Priority - Choose the urgency level for the task:
Low
Medium
High
Due Date – Set the deadline for completing the task.
3) Organization Tools
Use these options to categorize and structure tasks.
Labels – Add labels to categorize and organize tasks.
Reminder – Enable reminders to notify team members about upcoming deadlines.
4) Additional Information
These fields allow you to provide more context for the task.
Attachments – Upload files from your computer or select documents from Project Files.
Description – Provide additional information or instructions related to the task.
5) Task Collaboration
Buildern also allows teams to collaborate directly inside a task.
Subtasks – Break down a larger task into smaller, manageable steps.
Comments – Communicate with team members within the task.
ℹ️ Note - When a comment is added, the assignee receives a notification in Buildern and via email, ensuring they are informed about updates and discussions related to the task.
Tasks with a due date can also appear in the Calendar View, helping teams visualize upcoming deadlines and coordinate work with the project schedule.
👉 Learn more about To-Do Calendar Overview in Buildern
Set task privacy
If needed, you can make the task private.
When a task is marked as private, it will only be visible to:
The task creator
The assigned team member
To enable this option, simply check the Private box while creating the To-Do.
Create the task
Once all details are added:
Click Save.
The task will immediately appear in the To-Do list for the project.
💡 Tip - Use labels, priorities, and reminders together to organize tasks effectively and ensure your team stays on schedule.
Manage and Update To-Do Tasks
After a task is created, it can be edited and updated directly from the To-Do list.
From the list view, you can modify task details such as the name, description, assignee, priority, due date,status, labels, and attachments. Subtasks can also be edited from the same page.
To open the task details, simply double click on the task name.
You can also quickly add a new task directly from the list. At the bottom of the list, click Add new line to quickly create a new To-Do without opening the task creation window.
This option allows teams to rapidly add tasks while reviewing or managing existing ones.
Update Task Status
Each To-Do item has a status that indicates its current progress.
You can update the task status in two ways:
Click the circle icon under the Name column to mark the task as complete.
Manually change the Status field from the task details.
By default, Buildern provides the following statuses:
Not Started
In Progress
Complete
Pending a Vendor
These statuses help project managers quickly understand the progress of tasks across the project.
Create Custom Task Statuses
Buildern also allows you to create custom statuses to match your team’s workflow.
To add a new status:
Click Add New in the Status dropdown.
Enter the name of the status.
Select a color for visual identification.
Click Save.
Custom statuses allow teams to better represent different stages of work within their projects.
Additional Task Actions
Each task also includes additional management options.
Click the three dots menu (⋯) next to a task to access the following actions:
Edit the task
View task details
Add a subtask
Duplicate the task
Copy the task to another project
Add watchers
Mark the task as complete/Not Started
Delete the task
These quick actions help you manage tasks efficiently without leaving the To-Do list view.
💡 Tip - Add watchers to a task if other team members need to stay informed about updates, comments, or status changes.
Filter and Search To-Dos in List View
The List View includes a filter bar that helps you quickly find specific tasks within your project.
Using these filters, you can narrow down the task list based on different criteria.
Available options include:
Search – Find tasks by typing keywords from the task name or description.
Assignee – Display tasks assigned to a specific team member.
Status – Filter tasks based on their current progress status.
Label – Show tasks associated with a specific label.
Priority – View tasks based on their priority level.
Date – Filter tasks by their due date.
On the right side of the toolbar, you can also use additional actions:
Download – Export the To-Do list.
Column Layout – Show or hide columns to customize how tasks appear in the List View.
These filters help project managers and team members quickly locate tasks and focus on the work that matters most.
At the top right of the List View, you can quickly create new tasks or import existing ones.
Create To-Do
Import
Next, we’ll cover additional Buildern functionality to help you get the most out of the platform.
Happy Building!