Archdesk can now automatically create and assign To-Dos as part of your business processes, ensuring the right people are notified and know exactly what needs to be done next.

Instead of creating tasks manually, Workflows can now generate To-Dos with predefined details such as assignee, priority, due date, and process stage.

Key benefits

• Automatically create To-Dos when a project process starts or reaches a specific stage
• Assign tasks dynamically to the right project role, such as the Project Manager, Estimator, or another project team member
• Define priority, start date, due date, and workflow stage in advance
• Display assigned To-Dos on personal dashboards and trigger email notifications using existing To-Do functionality
• Reduce manual administration and ensure important activities are never missed

Example use cases

• Automatically assign estimating tasks to the Project Estimator when a Sales process begins
• Notify the assigned Project Manager when a new project enters the Construction phase
• Create standard project checklists whenever a predefined process is added to a project

⚒️ Activation required by Archdesk Support Team.