Help Center / To-Dos

To-Dos

Your real BQE CORE to-do list, managed without leaving what you're doing. · 3 min read

Your list, straight from CORE#

Open My To-Dos in the sidebar. My to-dos is your real BQE CORE list, not a copy: check one off here and it completes in CORE; a to-do created in CORE (or by a Resource Allocation flag) shows up here. The list is sorted by due date, so what's next is always on top.

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1. 1ShowA multi-select of entity types. Pick any mix (just Projects, Projects plus Clients) or All types.
2. 2StatusFilters project-linked to-dos by their project's CORE status. Only Active projects show by default.
3. 3Group byNone for one flat due-date list, Priority for High / Medium / Low buckets, Entity to gather each record's to-dos together.
4. 4A to-doCheck the box to complete it in CORE. The dot is its priority; the line below shows the due date. Click the text to edit.
5. 5New to-doThe full form: description, Link to a CORE record (or Just me), dates, assignee, priority, status, and memo.

• Every to-do shows its priority dot (red High, amber Medium, gray Low), its due date (or "no due date"), and the CORE record it's linked to.
• Check the box to complete a to-do. It clears from your list and completes in CORE.
• The pane sits beside whatever you're working on, so triaging your list never costs you the screen you were on.

Add a to-do#

+ New to-do at the foot of the pane opens the full form. Only the description is required; everything else has a sensible default (assigned to you, Medium priority, no due date).

• Link to ties the to-do to the CORE record it's about: a project (pick the master or any phase, shown in CORE's structure order), a client, a vendor, an employee, and more. Or keep it Just me for a personal item.
• Set Start date and End date (the end date is what the list treats as the due date), Assigned to, Priority, Status, % Complete, and a Memo.
• When the list is grouped by entity, each record group also offers a one-line quick add: type what needs doing, press enter, done. More options reveals assignee, due date, priority, and memo without opening the full form. On a project group, the quick add can target the master or any of its phases.

Edit, reassign, delete#

Click any to-do to open it for editing: the same form as creating, in a sheet docked over the list so your place is kept.

• Reassign by changing Assigned to: the to-do moves to that person's list in CORE and in COREboards.
• Track progress with % Complete and Status without closing the item out.
• Delete removes the to-do from CORE for everyone. COREboards asks you to confirm first, because there's no undo.

Show, Status, and grouping#

Three controls at the top of the list keep a busy week readable. Your choices are remembered.

• Show is a multi-select of entity types: view only project to-dos, only client to-dos, any mix, or All types. It appears once your list spans more than one type.
• Status filters project-linked to-dos by their project's status in CORE (Draft, Active, Completed, Hold, Inactive, Canceled). Out of the box only Active projects show, so wrapped-up work doesn't clutter the list.
• Group by arranges the list: None (one flat list by due date), Priority (High, Medium, Low buckets), or Entity (grouped by type, then by record, so all of a project's to-dos sit together).
• Grouped sections fold. Collapse the noisy ones, or use Collapse all / Expand all; folded sections stay folded while you filter.

Can't find it? Email support, or use Bugs & Requests in the app's gear menu.