Project to-do

In  the "To do" tab of the settings page admins can document and keep track of tasks associated with the project. The To-do list can be seen by other project admins as well as the Protobi team.

Each To-do list entry appears as an info card:

• Press "Edit" to make changes to an entry
• Press "Wiki" to go to the entry's wiki page
• Press the "New entry" button to add more to-do list items

New entry

Add new tasks on your project for your team and the Protobi team to see.

When adding new tasks, it's recommended admins include:

• Complete by: Fill in a date to give the Protobi team an idea of your timeline. We recommend submitting to-dos at least a week out from when you need the task completed. Keep in mind project tasks can vary widely in required work hours. Email support@protobi.com if you have a complex project task, or a short turnaround time.
• Brief title (e.g. New Protobi expert instance, Consulting services)
• Description (e.g. Initial project setup, Stack files, Code questions)
  • For more complicated tasks, it's recommended that longer instructions be included in the entry's wiki page.
• Status: Select from options (e.g. Waiting for Protobi)
• Billing code: You organization's billing code for the project

After you press save, the task will appear as an info card under "To-do list" (see first image). Press "Edit" to make changes to an entry (ex. status update, next steps).