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Budget in To-Do list

Budget in To-Do list helps you to keep an eye on your costs. Reports are gradually deducted from the preset budget.

The budget can set the captain or Admin of the project.

You can create a new budget or edit the existing one in each To-Do list. Individual task reports deduct amounts from the adjusted budget.

Example of a To-Do list with adjusted budget.
Example of a To-Do list with adjusted budget.

What is budget of To-Do list

To-Do list budget makes it easier for you to have an overview of money and time resources for the project and the particular part.

TIP: How to use budget in To-Do list?

Imagine the To-Do list as a campaign for your client where you have € 10,000 budget. There is many tasks to make the campaign. Create a list of tasks for your team, assign the tasks to your colleagues or yourself and start tracking. Over each task you can report time and costs. During the work you can check how much money from the agreed budget is left.

Maybe you find out it is time to stop the campaign or that you can do something extra.

How to set up a budget for To-Do list

There are two ways how to set up a budget – when creating a new To-Do list or editing existing To-Do list.

When creating a new To-Do list

You can create a new To-Do list in particular project via green plus button in section To-Do lists. Go to the project detail, find section To-Do lists and add a new one. Enter a To-Do list name and Budget. Confirm by Save.

Enter a budget for new To-Do list.
Enter a budget for new To-Do list.

When editing existing To-Do list

In already existing To-Do list you can set up a new budget or edit it. Click the pencil icon on the right from To-Do list name.

How to edit a To-Do list.
How to edit a To-Do list.

In following form you can set the budget or edit it. Confirm via Save.

How to change the existing budget in To-Do list.
How to change the existing budget in To-Do list.

You can remove the budget just the same way.

Updated on 9.4.2021

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