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.
You can add a to-do directly from your Dashboard by clicking the + button in 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.
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.
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.
To add an issue from a to-do, click the three dots on that to-do and select the Raise issue option.
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.
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.
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
