When to Use This
Sometimes you need to track quick action items that don’t belong to a specific project. For example, you might need to prepare a report covering all projects, or capture a follow-up task from a meeting. To-dos give you a lightweight way to manage these one-off work items directly from your Dashboard.
Steps to Follow
1. Create a To-do
From the left sidebar, click Create.
Select To-do from the dropdown menu.
In the Create To-do window, fill out the form:
Title – Give your to-do a short, clear name.
Description (optional) – Add extra details or context.
Assignee – Defaults to you, but you can assign it to another team member.
Due Date – Defaults to today, but you can set any date.
Flag – (Optional) Mark the to-do as important.
👉 If you assign multiple users, each person gets their own copy of the to-do.
(Optional) Check Create another to-do if you’re entering several in a row.
Click Create To-do.
2. View and Manage To-dos
On your Dashboard, you’ll see tiles showing your to-do counts:
Today – Due today
Overdue – Past due
Future – Due later
All – Every active to-do
Click a tile to view the list of items in that category.
Open any to-do to:
Edit details
Reassign to another user
Change the due date
Delete or mark complete
Tips & Troubleshooting
Assigning to multiple users creates individual to-dos—everyone gets their own task to track.
Use the flag option for high-priority tasks so they’re easier to spot in your list.
Completed to-dos are removed from the Dashboard tiles but stay available under Completed for reference.