Overview - How Do To-Do's Work

The To-Do's tool is our application's task manager where you can create To-Do's for all sorts of tasks for you, your team members and/or your clients to complete.

Adding To-Do's and the Information You Can Track

You can add and manage To-Do's inside the To-Do's tool in each Event and Lead, but you can also add and view To-Do's in the Calendars tool in your account.

When you create a To-Do, you can add:

  • Assignments (where you assign the To-Do to one or more Contacts)
  • Due date
  • Reminder (email and/or text)
  • Notes
  • File attachments

To-Do Lists

Inside each Event or Lead, you can create lists for your To-Do's in order to categorize them. These sub-lists are great for tracking categories of tasks.

Filter/Search To-Do's

First, you can use the Filter field at the top of the to To-Do's tool to search for To-Do's with specific words, phrases or contact names.

You can also click on the Expand/Hide Item Details button at the top of the tool to expand or hide all details for all the To-Do's for the Event.

The To-Do's tool provides a variety of clickable filters for viewing your To-Do's, including the ability to view items:

  • Incomplete to date
  • Due today + overdue as well as upcoming
  • Marked as "Priority"
  • That have been completed
  • Assigned to To-Do Lists
  • Assigned to Contacts

To-Do Templates

You can create To-Do List templates for task lists that you use over and over again, saving you time. You can build these templates to backdate To-Do's based on your Event date so when you import the To-Do Template it will back out your tasks based on the days out from the Event date.

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