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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11 articles in this collection
Written by Lachlan Macindoe, Erin Jamison, Evan Hall and 1 other
Written by Lachlan Macindoe, Erin Jamison, Evan Hall and 1 other
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 this week
Updated this week
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 Evan Hall
Updated this week
Updated this week
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
Updated this week
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 this week
Updated this week
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 this week
Updated this week
Can I reassign a to-do item?
Reassign to-do items as many times as you want.
Written by Lachlan Macindoe
Updated this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week
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
Updated this week