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  3. Budget in To-Do list

Budget in To-Do list

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

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

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

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

What is the budget of a To-Do list

The 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 a budget in To-Do list?

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

That way you may find out that it time to stop the campaign, or that there is still some to do something extra.

How to set up a budget for a To-Do list

There are two ways to set up a budget – when creating a new To-Do list or editing an 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 the section To-Do lists and add a new one. Enter the To-Do list name and Budget. Confirm by Save.

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

When editing an existing To-Do list

In already existing To-Do lists 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 the following form you can set the budget or edit it. Confirm via Save.

How to change an existing budget.
How to change an existing budget.

You can remove the budget just the same way.

Updated on 4.1.2022

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