To-do

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

Ian Vacin avatar Andi Ancheta avatar Erin Jamison avatar
22 articles in this collection
Written by Ian Vacin, Andi Ancheta, and Erin Jamison
FAQs

Why does my 'Today' to-do period have items with older to-do dates?

Overdue to-do items will remain on your to-do list until they are completed.
Ian Vacin avatar
Written by Ian Vacin
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.
Ian Vacin avatar
Written by Ian Vacin
Updated over a week ago

How do I know when some to-do items are hidden?

You can determine if you have any hidden to-do items by leveraging your filtering option.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Which to-do period will an item appear in?

To-do items are assigned periods when they are created, which can also be automatically updated as time passes.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How do I see a colleague's to-do list?

You can have visibility across to-do lists, allowing you to see who is working on what today, and what they have coming up next.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

How do I change the status of a to-do item?

You can then change the status of a to-do item from the options menu that becomes visible when hovering over the item.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Can I reassign a to-do item?

Reassign to-do items as many times as you want.
Andi Ancheta avatar
Written by Andi Ancheta
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.
Ian Vacin avatar
Written by Ian Vacin
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.
Ian Vacin avatar
Written by Ian Vacin
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.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago