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To Do – Dash SaaS Add-On

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  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    17 April 2025

  • Published:

    29 February 2024

$49
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Explore WorkDo Dash SaaS User Manual

How to install Dash Add-On
To Do

Seamless To Do Integration

The To Do Add-On serves as a centralized task management system that integrates seamlessly with various departments such as CRM, HRM, Sales, Accounting, and Project Management. It allows users to create, assign, and track tasks efficiently across functions like Contracts, Fleet, POS, Assets, and more. With intuitive options to set priorities, assign responsibilities, and monitor deadlines, the Add-On ensures every task is organized and completed on time. It supports detailed task descriptions, categorization, and status updates, making collaboration and productivity effortless. Whether it’s managing performance metrics or coordinating with sales agents, the To Do Add-On keeps everything on track and in sync.

To Do
STRONG BRAND

Board View Functionality

Visually manage tasks by stages using drag-and-drop cards. Each card displays key details like priority, title, assignee, duration, and more. Action buttons let you quickly mark as complete, view, edit, or delete tasks. View tasks grouped by custom status stages with color-coded labels. You can instantly update task status by dragging them between stages. The task count in each stage helps. Enhances team collaboration and keeps everyone aligned with progress.

  • View tasks grouped by customizable status stages with color labels.
  • Drag and drop tasks between stages to update their status instantly.
  • Perform quick actions such as mark completed, view, edit, and delete from cards.
To Do
To Do

Calendar View Functionality

The calendar view displays tasks based on their start and end date-times, helping you plan work efficiently. Each task appears on its scheduled date, and clicking reveals full details. Busy days are highlighted with task counts for quick insights. Below the calendar, a list view shows tasks by date with key info like name, priority, and duration. This layout ensures better deadline tracking and avoids scheduling conflicts.

  • Display tasks on the calendar according to the scheduled start and end date-time.
  • Indicate number of tasks scheduled on each date for workload insight.
  • Provide a date-organized list of tasks with key details below the calendar.

Task Stage Setup

This Add-On lets companies define and customize task stages for better workflow control. You can add, edit, or delete stages with custom names and colors for easy tracking. Stages can be reordered via drag-and-drop to match your process flow. Changes reflect instantly on the board view. It’s a flexible way to tailor task management to your project needs.

  • Add or customize task stages with names and distinct colors.
  • Reorder stages using drag and drop for preferred workflow sequence.
  • Delete unused stages to maintain a clean task status list.
To Do
From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

To Do
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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.