Todo

The Todo page gives you a single view of all the work your team needs to get done. Open it from the sidebar to see two tabs: Order Tasks and Activities.

Order Tasks

The Order Tasks tab lists all open tasks across your orders. Each row shows the task name, the order it belongs to, and who it's assigned to. Click any row to jump straight to the order.

Use the Filter button to narrow down by assignee or status. Both tabs show badge counts so you can see how many items need attention without opening the page.

Activities

Activities are follow-ups and reminders you can schedule on client profiles. Unlike order tasks which are tied to a specific order, activities are tied to a client and can be used for anything: a check-in call, an upsell opportunity, or a note to circle back after delivering a report.

Scheduling an Activity

1. Open a client's profile and scroll to the Activities section.

2. Write your note in the input field.

3. Toggle scheduling on to set a due date and time.

4. Optionally assign it to a team member.

5. Click Add Activity.

The activity appears in the client's timeline and in your Todo > Activities tab. If you assign it to someone, it shows up in their Activities tab as well.

Due Dates and Completion

Scheduled activities show their due date in the Activities tab. Past-due items are flagged so nothing gets missed.

To complete an activity, check the box next to it. Completed activities move out of the Todo list and slot into the client's activity timeline at their completion time.

If no team member is assigned, the activity is visible to all staff. Non-admin team members only see activities assigned to them.