To-do

See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.

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12 articles in this collection
Written by Lachlan Macindoe, Erin Jamison, and Advisory Solutions

Overview

To-do Overview

Learn how you can use to-do to manage tasks, plan what you're working on today, and see what's coming up next.

Written by Erin Jamison
Updated over a week ago

How-tos

Add and assign to-do items

Learn how to add items to your to-do, and assign items to yourself and your team members.

Written by Erin Jamison
Updated over a week ago

Configure your To-do list to work for you

Is your To-do list overwhelmed with too many items? Here's how to reconfigure for success!

Written by Advisory Solutions
Updated over a week ago

FAQs

What is the difference between due date, to-do period, status & last activity?

There are a number of dates and statuses that are applied to a to-do item, all playing an important role.

Written by Lachlan Macindoe
Updated this week

Why can't I see To-do's in My Karbon account?

Development on To-do has stopped and the feature will be retiring soon.

Written by Erin Jamison
Updated over a week ago

Which to-do date period will an item appear in?

To-do items are assigned date periods when they are created, which can also be automatically updated as time passes.

Written by Lachlan Macindoe
Updated over a week ago

Can I bulk update my To-do?

You can make changes to entire sections of your to-do list with one action.

Written by Lachlan Macindoe
Updated over a week ago

Can I reassign a to-do item?

Reassign to-do items as many times as you want.

Written by Lachlan Macindoe
Updated over a week ago

If I add a private email to my to-do list, will my colleagues see it?

Only emails that are visible on timelines and public contacts will be public on your to-do list.

Written by Lachlan Macindoe
Updated over a week ago

How many people can a to-do item be assigned to?

Only one person is accountable for a single to-do item.

Written by Lachlan Macindoe
Updated over a week ago

How do I delete a to-do item?

Rather than delete items directly from your to-do list, you delete the underlying item they stem from.

Written by Lachlan Macindoe
Updated this week

Troubleshooting

There are items on my To-do I can't find

You can determine if you have any hidden to-do items by leveraging your filtering option.

Written by Lachlan Macindoe
Updated over a week ago