How To Use To-Dos in Success.co?

To-Dos help you create traction between meetings. This guide shows you how to create, complete, and follow through—driving accountability and keeping everything moving forward.

Add a to-do

You can add a to-do directly from your Dashboard by clicking the + button in the My to-dos section.

Success.co Dashboard with the + button highlighted in the top right of the My to-dos section

You can also go to the To-dos option in the sidebar and click the Add to-do button at the top right. If you are adding your first to-do you will also see a prompt in the centre of the screen with an Add to-do button.

Success.co To-dos page with no to-dos yet, showing an Add to-do prompt in the centre and the Add to-do button in the top right

When you create a new to-do, a popup will appear where you can:

  • Choose whether the to-do is a team or private to-do.
  • Enter a title and description.
  • Add or update the due date.
  • Select the team the to-do belongs to.
  • Assign the owner of the to-do.
  • Set the status (To-do, Done, or Not Done).
  • Assign a priority level.
  • Add attachments if needed.

The due date is automatically set to seven days in the future and can be updated using the calendar icon.

If you want to create multiple to-dos without closing the popup, toggle Create more ON.

Add to-do popup with Team and Private tabs, title and description fields, due date, team, owner, priority, attachments and Create more toggle

Copy to multiple people

If you want a to-do to be created for multiple people you can turn the Choose multiple toggle on from the owner dropdown and tick on the boxes for the users you want to assign the to-do.

Add to-do popup with the owner dropdown open, listing users with checkboxes and the Choose multiple toggle highlighted

Add an issue

To add an issue from a to-do, click the three dots on that to-do and select the Raise issue option.

Success.co To-dos list with the three dots menu open on a to-do, showing Edit, Raise issue, Make a copy and Delete options

Creating an Issue

When creating a new issue, a popup will appear allowing you to update the following options:

  • Issue Type: Select whether the issue is Short Term or Long Term.
  • Title: Automatically populated with the related to-do title, which can be updated.
  • Description: Optional field to provide additional details.
  • Status: Automatically set to Not Solved by default.
  • Team: Automatically populated with the creator’s team and can be updated if needed.
  • Owner: Automatically assigned to the creator and can be changed.
  • Priority: Select a priority level from the dropdown.
  • Attachments: Add supporting files if required.

Once you click Add issue, the issue will be added to the Short Term or Long Term issues list for the selected team and owner.

If you want to create multiple items without closing the popup, toggle Create more ON.

Add issue popup raised from a to-do, with Short term and Long term tabs, team, owner, priority, attachments and Create more toggle

Display settings

Viewing To-Dos

Click Display to choose how you want to view your to-dos.

Use the Completed To-Dos dropdown to filter:

  • Hide All – hide all completed to-dos.
  • Past Day / Week / Month / Year – show completed to-dos within the selected timeframe.
  • Show All – display all completed to-dos.
To-dos page with the Display menu open and the Completed to-dos dropdown listing Hide all, past day, week, month, year and Show all

Sorting To-do's

Use the Display Order dropdown to choose your preferred sort order. You can sort to-do's by:

  • Title
  • People/Owner
  • Date Created
  • Manual Order
  • Priority
  • Due date
To-dos page Display menu with the Display order dropdown open, listing Title, People, Date created, Manual, Priority and Due date

Create To-do's from Emails

This feature allows you to create To-Dos in Success.co by sending an email to your team’s dedicated To-Do email address.

Who can change this setting

  • Only users with Admin level access and Managers can turn Create To-Dos by email on or off and regenerate the email address.
  • Team Members can copy the email address once the setting is on.
  • Observers have no access to this setting.

This is a Team setting, not a personal one. When an Admin or Manager turns it on, it works for everyone on that Team, so each person doesn't need to turn it on for themselves.

Step 1: Enable Create To-Dos by Email

  1. Select Teams from the left-hand sidebar.
  2. Select the Team you want to create To-Dos for.
  3. Click the Settings tab.
  4. Find Create To-Dos by Email and turn the toggle ON.
Team Settings tab in Success.co with Create to-dos by email highlighted under Inbound email

Step 2: Copy the Team's To-Do Email Address

Once the feature is turned on, a unique email address for that Team will appear underneath the setting.

Click the Copy icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.

Note: Each Team has its own email address. Make sure you use the email address for the Team where you want the To-Do to be created.

Create to-dos by email turned on in Team Settings, showing the Team's to-do email address with copy and regenerate icons

Step 3: Create and Send Your Email

Open your email provider and create a new email.

  1. In the To field, paste the Team's To-Do email address.
  2. Enter the To-Do you want to create in the email.
  3. Add any relevant information or details to the email.
  4. Send the email.

Once the email has been processed, go back to Success.co and open To-Dos.

Check the appropriate Team to confirm that the new To-Do has been created.

Tip: You can save the Team's unique To-Do email address as a contact in your email provider to make creating To-Dos by email quicker in the future.