Todo Lists

Simple checklists that keep the small things from slipping.

Todo Lists is the quick, personal corner of your workspace for jotting down what needs doing and ticking it off. Reach for it when a job is lighter than a full project board.

What you can do

• Create todo lists and fill them with checklist items you tick off as you go.
• Give items a priority — low, medium or high — and a due date.
• Watch each list's progress as completed items add up.
• Filter lists by status: active, completed or archived.
• Search across all your lists and items by keyword.
• Share a list with colleagues, or keep it to yourself.

How to use it

An administrator switches Todo Lists on from Settings → Apps. Once enabled, it appears in your navigation.

Start a new list whenever a job has a handful of steps — a packing list, a launch checklist, this week's follow-ups. Add the items, set a priority or due date where it matters, and tick things off as you finish them. Lists fill up and clear down quickly, so archive the ones you're done with and keep your active view focused on what's still open.

Working with your agent

Tell your agent what needs doing and it builds the list, adds the items and keeps it current — no typing each line yourself.

You:    "Make a todo list for onboarding the new starter with all the usual steps"
Agent:  Creates the list and fills it with the onboarding checklist, ready to tick off.

How it fits

Todo Lists is the lightweight counterpart to Project Boards — reach for a board when work has columns, owners and a longer life. Due dates keep one eye on your Calendars, and your agent can read your lists to tell you what's still outstanding.

Tip. Keep one rolling "today" list and archive it each evening — it's a fast, honest record of what actually got done.