# 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.

URL: https://www.success.co/docs/guides/to-dos  
Published: 2025-06-25

## 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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kD46cADKa0540HfAHTq4f6yA/Screenshot-2025-12-22-at-11-29-33-PM)

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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kD46E15x7FDgQ33vE4wQ1e8R/Screenshot-2025-12-22-at-11-30-57-PM)

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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kd46GcTHN3gFsBw51fsBRs5s/Screenshot-2025-12-22-at-11-32-04-PM)

**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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kd46VMpgtb74Kp6JCRNHf3wZ/Screenshot-2025-12-22-at-11-36-17-PM)

## 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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kD473QGf6q7tSdQvNM75X9SH/Screenshot-2025-12-22-at-11-42-50-PM)

**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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01kd4768e62Y70s48qaw1K6PCf/Screenshot-2025-12-22-at-11-44-07-PM)

## 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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd47HSa7H0RjS4a1a7Rw5k4W/Screenshot-2025-12-22-at-11-50-31-PM)

**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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/a_01Kd47Kz8Zt8JaKnqX1Sh1Qr0X/Screenshot-2025-12-22-at-11-51-41-PM)

## Create To-do's from Emails

This feature allows you to create To-Dos in [Success.co](https://www.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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/3)

#### 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](https://res.cloudinary.com/successco/image/upload/f_auto,q_auto/docs/4)

#### 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](https://www.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.