How to Customize To-Dos on an Order

[Screenshot: The settings button on an order card, circled in red]

To customize the to-dos on a specific order, click the settings button at the top right of the order card.

What you can do

[Screenshot: The to-do settings popup showing toggles for each to-do]

Enable or disable individual to-dos for that order. For example, if an order doesn't need a rubbing, you can turn that to-do off so it doesn't clutter the checklist.

Add custom badges to the order. These are custom to-do items you create yourself for anything that isn't covered by the default checklist.

Good to know

Most to-dos auto-activate based on what the order contains. Monument orders automatically get stone, stencil, and engraving to-dos. If the order has a porcelain, the porcelain to-do appears. If it's a service order, only the relevant service to-dos show up.

The settings button lets you override this for individual orders when you need to.

Related articles:

• What Each Order Card Shows

• How Order To-Dos Work

• Understanding the Order Board