Learning Objectives:

After completing this module you should be able to _____.

  • explain how the filter and sort features on your To-do list are different and when you might use one versus the other.
  • give an example of which filter and sort options you might have used to identify this module as something you needed to complete today.

Product Feature Keywords:


Learn some advanced task-management tips for To-do, to efficiently manage what you are working on today, and plan what's coming up next.


Use drag and drop options.

Step-by-step directions:

Drag and drop to re-order your to-do items:

  • Click to add a filter for types to view notes and emails only.
  • Click to add a filter for statuses to deselect "completed".
  • Click on the sorting icon to view items in drag and drop.
  • Click and hold an item to drag it to the top of your list.
  • Click and hold an item to drag it to another period like "this week" or "next week".


Following up on assigned emails & notes.

Step-by-step directions:

  • Navigate to your to-do list.
  • Add a filter to select emails and notes.
  • Add another filter to select all statuses.
  • Click on "My To-do list" and select "To-do's assigned by me".
  • Click on your sorting button to view items by "Assignee".
  • Expand a colleague's area to see what he/she has completed and what's to be completed.


Bulk update your to-do items

Step-by-step directions:

  • In your to-do list, use filters to identify specific items or items in certain statuses.
  • Sort your to-do list by anything other than Drag and Drop.
  • By categorizing your items into these groupings, you can now click on the options menu "..." for a grouping to bulk update.

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