--- title: How to Create and Manage To-Dos in Buildern description: The To-Do feature in Buildern helps teams organize tasks, assign responsibilities, and track progress in one centralized place. This guide explains how to create and manage a To-Do list for your team in Buildern. --- [Skip to content](https://help.buildern.com/en/articles/13773912-how-to-create-and-manage-to-dos-in-buildern#main-content) ![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg) - [My Account](https://app.buildern.com/signin) Open main navigation Close main navigation - [My Account](https://app.buildern.com/signin) - [Get Started Free](https://app.buildern.com/signup) [Get Started Free](https://app.buildern.com/signup) Welcome to Buildern Help Center! - There are no suggestions because the search field is empty. 1. [Buildern Help Center](https://help.buildern.com/en/articles?hsLang=en-gb) 2. [To-Dos](https://help.buildern.com/en/articles/to-dos?hsLang=en-gb) # How to Create and Manage To-Dos in Buildern ### How to Create and Manage To-Dos in Buildern The To-Do feature in Buildern helps teams organize tasks, assign responsibilities, and track progress in one centralized place. This guide explains how to create and manage a To-Do list for your team in Buildern. June 3, 2026 ### **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. ***πŸ‘‰****Learn more [How to Import To-Do Tasks in Buildern here](https://help.buildern.com/en/articles/14051955-how-to-import-to-do-tasks-in-buildern?hsLang=en-gb)* [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/3f043b44-735c-4553-90eb-3422e1d6a1c6.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156461329/dcfd87b091ec2a6ff5ae710f3520/3f043b44-735c-4553-90eb-3422e1d6a1c6?expires=1792671300&signature=c43a164bc3653a35192fef9d6be59c90926caf0cb90bb56221312a66e7f215db&req=diEiEM14nIJdUPMW1HO4zcO%2BNMkYPKcME3VpxfxBDCdAU%2B0Tksv8g2QI63mG%0AH9DbpGoseqqCrlu57fQ%3D%0A) ### **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. ​ [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/1a933525-cdc2-4f2a-9d8b-f5a45b5c2180.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156465509/482afa33eb0ccae40ba9e3ab70cf/1a933525-cdc2-4f2a-9d8b-f5a45b5c2180?expires=1792671300&signature=9ccb2a0cbf5dca4d97fc489722644ad162164b550348500d9848363af3d889b1&req=diEiEM14mIRfUPMW1HO4zcV6GdobypzwwiMeatMw2X14NRgUA6tT8KnGklcX%0A1SQc7diVbkD11i1wKXY%3D%0A) **2) Task Priority and Deadline** Set the urgency and due date for the task. **Priorit**y - Choose the urgency level for the task: - Low - Medium - High **Due Date** – Set the deadline for completing the task. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/446bf9e1-fc11-41f5-a8a6-659acabb5f99.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156467814/d15fed6120aca4c4d695e172691b/446bf9e1-fc11-41f5-a8a6-659acabb5f99?expires=1792671300&signature=455f81524a3bd8aa03cada06b3b305e09228409d863756c70a3c88d889208e3b&req=diEiEM14moleXfMW1HO4zSICs9RPHx1d28a4PmQnntRoJz6XFphUSocwfEEF%0AqXcHsFf5oZml3mKsQuU%3D%0A) **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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/574ecc3a-21f5-4ad5-8ee0-4e1361b424c9.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156471135/9286136f8e42d7789bcf15d2f516/574ecc3a-21f5-4ad5-8ee0-4e1361b424c9?expires=1792671300&signature=2597f70250b444d0e081162bb25b3ba7f60a7dd330ab0746a4f85ad1f43bbbee&req=diEiEM15nIBcXPMW1HO4zT6V%2BJVOruXNOh7cmsIVwrIZSK4P3hlrMr%2B6lXrC%0AOB9B6OvCS2HTUSxvwPg%3D%0A) ​**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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/e26cdb31-079b-496f-8d02-8cfba31b3a7b.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156477332/aa600157c91e62da5ba256737390/e26cdb31-079b-496f-8d02-8cfba31b3a7b?expires=1792671300&signature=fd73c8b69323e8e849c5f70cc0eff989cf861ba0bc81c4b356288fb26a5666e3&req=diEiEM15moJcW%2FMW1HO4zREbBb3abz7%2FdoDXnLeA2UqdasU%2F9OPDvCFPHcRb%0Ap1uFaZOeZpjfjxrc%2FhE%3D%0A) ​**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. *πŸ‘‰ Learn more about [To-Do Calendar Overview in Buildern](https://help.buildern.com/en/articles/14057519-to-do-calendar-overview-in-buildern?hsLang=en-gb)* ### **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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/6cc651b3-0b79-4dbc-bf48-3697c6851dbc.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156515626/77738395726cfed3db521af99df9/6cc651b3-0b79-4dbc-bf48-3697c6851dbc?expires=1792671300&signature=e7462169c76e3d0022b381c745c16f0b97f39ee319521c7b2366cf5699d90df8&req=diEiEMx%2FmIddX%2FMW1HO4ze8DZ8IOQ20%2FT0GsgWzcNo%2FetnnpsSwDWL0Rh%2BcH%0AxwH7xuVQyQTx9W9qD8E%3D%0A) ### **Create the task** Once all details are added: 1. Click **Save**. The task will immediately appear in the To-Do list for the project. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/b4bbe44c-40d7-4b04-be98-43f44fe10ec8.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156517973/f1d1e8b7c7a4bc8f1e9dc3187fcb/b4bbe44c-40d7-4b04-be98-43f44fe10ec8?expires=1792671300&signature=30be1a15dde768a3a35f1fa288707d027de297b8348308d39c9d5c1ad533bbdb&req=diEiEMx%2FmohYWvMW1HO4zTsiaiTR4W2vqjOFthzEzSxIuP11e0w1K5JdY1vN%0AjlNtk6MyuYSOxEgAamI%3D%0A) *πŸ’‘ **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. ​ [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/86e1f6a8-757b-4189-962c-c6e3059aee3f.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156544736/57a0f968c09ec52dd66a7b3bedcd/86e1f6a8-757b-4189-962c-c6e3059aee3f?expires=1792671300&signature=cdfe4b42e9afd2a87b012e9b263ab5e6bd11ffa321e5e823f8a6d0513226857a&req=diEiEMx6mYZcX%2FMW1HO4zf0X2FhndTuoOEepOBUkBycaietPAv0NIWR3KBj4%0AzhrfvL5m9M8JcddVn1Q%3D%0A) 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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/ddbeaf4b-885b-49cf-917c-93793b779099.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156545629/1a2529b8aaf00c3fc31a214bd9e9/ddbeaf4b-885b-49cf-917c-93793b779099?expires=1792671300&signature=4cead181fef51f00f62dcd6ee1016c59e82120c93d0714ac75c829fadcab5c86&req=diEiEMx6mIddUPMW1HO4zbgy6eV3iCmjG15abhqP8zcGFsV31NvHNy%2FjvOV6%0AVBX2x%2FaEL%2BhnR4XxFBk%3D%0A) 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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/796141c9-a99b-4686-bfb5-e3934cf59264.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156550236/52e4b7329dedd82267cb94b84862/796141c9-a99b-4686-bfb5-e3934cf59264?expires=1792671300&signature=ca4ce18096160c7fd277af1a7f38553c4c79c3616cbd6e873fc7db182accca00&req=diEiEMx7nYNcX%2FMW1HO4zQm3w4P7EekE9t4uZu%2BGIL%2Bijekd9%2B8cOGByD6nR%0Aa2m6RGWwX9W8c%2BN6gYA%3D%0A) - Manually change the **Status** **field** from the task details. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/fbc56e76-193c-4fd9-9380-e07538674c39.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156550235/63e2121cf09cc6f73cacced3d66d/fbc56e76-193c-4fd9-9380-e07538674c39?expires=1792671300&signature=1383b2720ca079ba29844cac7cfa965c2ec63bac0dc1af79b8ceb1aab2862115&req=diEiEMx7nYNcXPMW1HO4zU6jyZZfv7s7aYeEeOfP5y9uZIPy6lAtbm2VvGm9%0A9udI1A4ovp8nIoCeauw%3D%0A) 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: 1. Click **Add New** in the Status dropdown. 2. Enter the **name of the status**. 3. Select a **color** for visual identification. 4. Click **Save**. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/7beec2ce-7f94-4487-8b49-ab9f1c7af8b6.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156585134/b9d3a2729eee7385d3a6a44a0459/7beec2ce-7f94-4487-8b49-ab9f1c7af8b6?expires=1792671300&signature=44c2e5cf22118e4f3ed64f54d720c5beebae5ca0ca8fd387fddefe3903dabd5c&req=diEiEMx2mIBcXfMW1HO4zVz0ab8YtQJn7hoCk7aoE8HmV65EZ06uqTRPiW%2Fy%0AjWkjzmhhQqIVQdmadWw%3D%0A) 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 (β‹―)** 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** ​ [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/6cd74741-d0e0-47b9-8452-e503f979b241.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156592390/889a4769d97cf323062e56f4dfc4/6cd74741-d0e0-47b9-8452-e503f979b241?expires=1792671300&signature=c5ec59aabaef2e1bb6f047414b13565107b3d79a63b9e91ebfc1268d09abbc30&req=diEiEMx3n4JWWfMW1HO4zcRBK4REa14NzXDbskw%2Ft6psTgCPXF6%2F1Ek8vIVF%0AK7rKrZPbYGi7Na%2F5XcY%3D%0A) These quick actions help you manage tasks efficiently without leaving the To-Do list view. *πŸ’‘ **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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/a6967a0c-a571-4150-8dfb-7c038665f27d.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156610955/890be2fdcecd1ad081dbfe9e09b3/a6967a0c-a571-4150-8dfb-7c038665f27d?expires=1792671300&signature=dbdef39d74a5c1dbd2545052a7a8ce2e67ed3ebd02c913b2484cc41659a0e507&req=diEiEM9%2FnYhaXPMW1HO4zWtlMEqTkPtU%2BDpx3R6Hg9NHB7sGcDSIVULDe44N%0AlExp%2FBxjaJwr9xQV1cA%3D%0A) 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. [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/2797bfb8-f973-46d7-953c-0a72886d4d2e.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156624315/a60cc697841e694553d728be8326/2797bfb8-f973-46d7-953c-0a72886d4d2e?expires=1792671300&signature=34557ee92e2a879dbf7d05803a2aabe22572b1704f81db98787fa361c9da471d&req=diEiEM98mYJeXPMW1HO4zQMAD9Mwo%2FSWu2SoVyM5Ve%2BrOwkbXwSn0uiukjST%0AnWJ58Vu1SYoAcRwZJSM%3D%0A) 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** [![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/37cb636a-27cc-4728-9dec-7d0ff37e05ef.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2156628915/c451286414db201adbcb0761e24e/37cb636a-27cc-4728-9dec-7d0ff37e05ef?expires=1792671300&signature=477bddbfce806ddb29693fdc8d1d05615753d33cd0cea8caf7cb5ed632535887&req=diEiEM98lYheXPMW1HO4zdEkTfRnL%2FvTNlUpYH5b5qh4pYv3LbQBP2JzCDMR%0ARKUvnCQ%2BiTvuIJk9zsA%3D%0A) Next, we’ll cover additional Buildern functionality to help you get the most out of the platform. ​ Happy Building! - [Getting started](https://help.buildern.com/en/articles/getting-started?hsLang=en-gb) - [Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#main-content) - [Getting Started with Projects](https://help.buildern.com/en/articles/projects?hsLang=en-gb#getting-started-with-projects) - [Projects Explained](https://help.buildern.com/en/articles/projects?hsLang=en-gb#projects-explained) - [Dashboards](https://help.buildern.com/en/articles/dashboards?hsLang=en-gb) - [Takeoff](https://help.buildern.com/en/articles/takeoff?hsLang=en-gb) - [Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#main-content) - [Creating and Editing an Estimate](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#creating-and-editing-an-estimate) - [Estimate Measurements](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#estimate-measurements) - [Getting Started with Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#getting-started-with-estimates) - [Importing Estimates](https://help.buildern.com/en/articles/estimates?hsLang=en-gb#importing-estimates) - [Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#main-content) - [Getting Started with Cost Codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#getting-started-with-cost-codes) - [Importing Cost codes](https://help.buildern.com/en/articles/cost-codes?hsLang=en-gb#importing-cost-codes) - [Proposals](https://help.buildern.com/en/articles/proposals?hsLang=en-gb) - [Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#main-content) - [Schedule Board Explained](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#schedule-board-explained) - [Importing Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#importing-schedule) - [Getting Started Schedule](https://help.buildern.com/en/articles/schedule?hsLang=en-gb#getting-started-schedule) - [Bid Requests / Request for Quote](https://help.buildern.com/en/articles/bid-requests-request-for-quote?hsLang=en-gb) - [Selections and Allowances](https://help.buildern.com/en/articles/selections-and-allowances?hsLang=en-gb) - [Purchase Orders](https://help.buildern.com/en/articles/purchase-orders?hsLang=en-gb) - [Bills](https://help.buildern.com/en/articles/bills?hsLang=en-gb) - [Budget Tab](https://help.buildern.com/en/articles/budget-tab?hsLang=en-gb) - [Change Orders / Variations](https://help.buildern.com/en/articles/change-orders-variations?hsLang=en-gb) - [Quickbooks Online Integration](https://help.buildern.com/en/articles/quickbooks-online-integration?hsLang=en-gb) - [Xero Integration](https://help.buildern.com/en/articles/xero-integration?hsLang=en-gb) - [Client Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#main-content) - [Client Invoices Explained](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#client-invoices-explained) - [Getting Started with Invoices](https://help.buildern.com/en/articles/client-invoices?hsLang=en-gb#getting-started-with-invoices) - [To-Dos](https://help.buildern.com/en/articles/to-dos?hsLang=en-gb) - [Daily Logs / Site diary](https://help.buildern.com/en/articles/daily-logs-site-diary?hsLang=en-gb) - [Timesheets](https://help.buildern.com/en/articles/timesheets?hsLang=en-gb) - [Files](https://help.buildern.com/en/articles/files?hsLang=en-gb) - [Users, Roles, Permissions](https://help.buildern.com/en/articles/users-roles-permissions?hsLang=en-gb) - [Clients](https://help.buildern.com/en/articles/clients?hsLang=en-gb) - [Subcontractors & Vendors](https://help.buildern.com/en/articles/subcontractors-vendors?hsLang=en-gb) - [Templates](https://help.buildern.com/en/articles/templates?hsLang=en-gb) - [Settings and Configurations](https://help.buildern.com/en/articles/settings-and-configurations?hsLang=en-gb) - [Buildern AI](https://help.buildern.com/en/articles/buildern-ai?hsLang=en-gb) - [My Account](https://app.buildern.com/signin) [![logo\_icon\_text](https://help.buildern.com/hubfs/Buildern%20logo.svg "logo_icon_text")](https://buildern.com/) Copyright Β© 2026, Buildern Inc.