To-do lists are a powerful tool for making sure that nothing gets missed. You can schedule a to-do from the "Add To-Do" button on the home screen or from the to-do's Daily Dashboard section.

You will then be taken through 5 simple steps to set up the to-do.

First, select what category of to-do you'd like to schedule. You now have the option of 8 categories, which are the same as the ones found in the mobile app when adding a log.

Next, choose an item. These also correspond to the items in the Carer App. Pick one from the list of different actions.

The title will be the high-level instruction that your team will see. In this example, the title has been edited from "Getting Dressed" to more of an instruction "Help to Get Dressed". A description has also been added with further instructions. In the mobile app, carers can see these instructions by clicking on the to-do for more information.
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For every to-do, you need to set a start time for when it should first happen and decide if it needs to happen regularly how often it should repeat/recur.

Use the date and time selectors to choose when the first instance is due.
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If you want the to-do repeat into the future, tick the "Recurring?" button and select how often: Daily, weekly, fortnightly or monthly.

The first decision to be made is whether this to-do is for your clients or specific carers. 

Client to-do's should include all care-related tasks (e.g. helping to get dressed, weight check etc.). When they are completed, a log will be added to the client's timeline.

Carer to-do's should be tasks that are related to the organisation, rather than a person's care (e.g. cleaning rota). Carer to-do's will not create log entries in client's timelines

By default, to-do's are set to be for clients.

Next, choose who this to-do is for. If this to-do is to help Annie, you would choose only her. You can add additional clients one by one or if this to-do applies to all clients save time by clicking "Assign All". You can remove people from the to-do by clicking on the x by their name.

If this to-do requires a second person to validate it, you can enable the "Require a second signature" option. Before it can be completed, this to-do will require a second member of your team to enter their pin to digitally sign.

If this to-do requires further information (e.g. a Weight Check should also have a weight recording), you can tick the "Require carer to add a Quick-log after completing?" option. If you have ticked this option, your carers in the mobile App will be prompted to add a log immediately after they have marked the to-do as complete.

Finally, click 'Add this to-do'

& you're done!