[{"data":1,"prerenderedAt":741},["ShallowReactive",2],{"docs:guide:to-dos":3,"docs:nav":579,"seo-settings":723},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":569,"seo":574,"publishedAt":577,"updatedAt":578},"to-dos","/docs/guides/to-dos","How To Use To-Dos in Success.co?",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","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.",{"type":20,"value":21,"toc":561},"minimark",[22,27,35,48,58,66,69,136,139,146,155,160,167,175,179,186,194,199,202,262,269,274,283,287,292,299,306,326,334,339,345,377,385,389,398,403,432,435,439,472,483,487,494,500,509,518,522,525,543,552,555],[23,24,26],"h2",{"id":25},"add-a-to-do","Add a to-do",[13,28,29,30,34],{},"You can add a to-do directly from your Dashboard by clicking the ",[31,32,33],"code",{},"+"," button in the My to-dos section.",[36,37],"docs-image",{"asset":38},{"id":39,"publicId":40,"version":41,"format":42,"resourceType":43,"width":44,"height":45,"alt":46,"name":47},"45a593283b87285c78db50d7fb246453","docs/a_01kD46cADKa0540HfAHTq4f6yA/Screenshot-2025-12-22-at-11-29-33-PM",1791492549,"png","image",3358,1968,"Success.co Dashboard with the + button highlighted in the top right of the My to-dos section","Screenshot 2025 12 22 At 11.29.33  P M",[13,49,50,51,54,55,57],{},"You can also go to the To-dos option in the sidebar and click the ",[31,52,53],{},"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 ",[31,56,53],{}," button.",[36,59],{"asset":60},{"id":61,"publicId":62,"version":41,"format":42,"resourceType":43,"width":63,"height":45,"alt":64,"name":65},"948179076d1863b3b85a59c348808c9d","docs/a_01kD46E15x7FDgQ33vE4wQ1e8R/Screenshot-2025-12-22-at-11-30-57-PM",3364,"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","Screenshot 2025 12 22 At 11.30.57  P M",[13,67,68],{},"When you create a new to-do, a popup will appear where you can:",[70,71,72,85,96,102,108,115,122,129],"ul",{},[73,74,75,76,80,81,84],"li",{},"Choose whether the to-do is a ",[77,78,79],"strong",{},"team"," or ",[77,82,83],{},"private"," to-do.",[73,86,87,88,91,92,95],{},"Enter a ",[77,89,90],{},"title"," and ",[77,93,94],{},"description",".",[73,97,98,99,95],{},"Add or update the ",[77,100,101],{},"due date",[73,103,104,105,107],{},"Select the ",[77,106,79],{}," the to-do belongs to.",[73,109,110,111,114],{},"Assign the ",[77,112,113],{},"owner"," of the to-do.",[73,116,117,118,121],{},"Set the ",[77,119,120],{},"status"," (To-do, Done, or Not Done).",[73,123,124,125,128],{},"Assign a ",[77,126,127],{},"priority"," level.",[73,130,131,132,135],{},"Add ",[77,133,134],{},"attachments"," if needed.",[13,137,138],{},"The due date is automatically set to seven days in the future and can be updated using the calendar icon.",[13,140,141,142,145],{},"If you want to create multiple to-dos without closing the popup, toggle ",[77,143,144],{},"Create more"," ON.",[36,147],{"asset":148},{"id":149,"publicId":150,"version":41,"format":42,"resourceType":43,"width":151,"height":152,"alt":153,"name":154},"1da24047060f27bf1b84c47c67fb3f30","docs/a_01kd46GcTHN3gFsBw51fsBRs5s/Screenshot-2025-12-22-at-11-32-04-PM",3356,1970,"Add to-do popup with Team and Private tabs, title and description fields, due date, team, owner, priority, attachments and Create more toggle","Screenshot 2025 12 22 At 11.32.04  P M",[13,156,157],{},[77,158,159],{},"Copy to multiple people",[13,161,162,163,166],{},"If you want a to-do to be created for multiple people you can turn the ",[31,164,165],{},"Choose multiple"," toggle on from the owner dropdown and tick on the boxes for the users you want to assign the to-do.",[36,168],{"asset":169},{"id":170,"publicId":171,"version":172,"format":42,"resourceType":43,"width":44,"height":45,"alt":173,"name":174},"f83267617184cef800dc52a12a9ab580","docs/a_01kd46VMpgtb74Kp6JCRNHf3wZ/Screenshot-2025-12-22-at-11-36-17-PM",1791492550,"Add to-do popup with the owner dropdown open, listing users with checkboxes and the Choose multiple toggle highlighted","Screenshot 2025 12 22 At 11.36.17  P M",[23,176,178],{"id":177},"add-an-issue","Add an issue",[13,180,181,182,185],{},"To add an issue from a to-do, click the three dots on that to-do and select the ",[31,183,184],{},"Raise issue"," option.",[36,187],{"asset":188},{"id":189,"publicId":190,"version":172,"format":42,"resourceType":43,"width":191,"height":152,"alt":192,"name":193},"9d7c76388ab21677ea2402838a595a7d","docs/a_01kD473QGf6q7tSdQvNM75X9SH/Screenshot-2025-12-22-at-11-42-50-PM",3366,"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","Screenshot 2025 12 22 At 11.42.50  P M",[13,195,196],{},[77,197,198],{},"Creating an Issue",[13,200,201],{},"When creating a new issue, a popup will appear allowing you to update the following options:",[70,203,204,216,222,228,238,244,250,256],{},[73,205,206,209,210,80,213,95],{},[77,207,208],{},"Issue Type:"," Select whether the issue is ",[77,211,212],{},"Short Term",[77,214,215],{},"Long Term",[73,217,218,221],{},[77,219,220],{},"Title:"," Automatically populated with the related to-do title, which can be updated.",[73,223,224,227],{},[77,225,226],{},"Description:"," Optional field to provide additional details.",[73,229,230,233,234,237],{},[77,231,232],{},"Status:"," Automatically set to ",[77,235,236],{},"Not Solved"," by default.",[73,239,240,243],{},[77,241,242],{},"Team:"," Automatically populated with the creator’s team and can be updated if needed.",[73,245,246,249],{},[77,247,248],{},"Owner:"," Automatically assigned to the creator and can be changed.",[73,251,252,255],{},[77,253,254],{},"Priority:"," Select a priority level from the dropdown.",[73,257,258,261],{},[77,259,260],{},"Attachments:"," Add supporting files if required.",[13,263,264,265,268],{},"Once you click ",[77,266,267],{},"Add issue",", the issue will be added to the Short Term or Long Term issues list for the selected team and owner.",[13,270,271,272,145],{},"If you want to create multiple items without closing the popup, toggle ",[77,273,144],{},[36,275],{"asset":276},{"id":277,"publicId":278,"version":279,"format":42,"resourceType":43,"width":280,"height":152,"alt":281,"name":282},"927d735f66704c22178a73f628d6086c","docs/a_01kd4768e62Y70s48qaw1K6PCf/Screenshot-2025-12-22-at-11-44-07-PM",1791492551,3362,"Add issue popup raised from a to-do, with Short term and Long term tabs, team, owner, priority, attachments and Create more toggle","Screenshot 2025 12 22 At 11.44.07  P M",[23,284,286],{"id":285},"display-settings","Display settings",[13,288,289],{},[77,290,291],{},"Viewing To-Dos",[13,293,294,295,298],{},"Click ",[77,296,297],{},"Display"," to choose how you want to view your to-dos.",[13,300,301,302,305],{},"Use the ",[77,303,304],{},"Completed To-Dos"," dropdown to filter:",[70,307,308,314,320],{},[73,309,310,313],{},[77,311,312],{},"Hide All"," – hide all completed to-dos.",[73,315,316,319],{},[77,317,318],{},"Past Day / Week / Month / Year"," – show completed to-dos within the selected timeframe.",[73,321,322,325],{},[77,323,324],{},"Show All"," – display all completed to-dos.",[36,327],{"asset":328},{"id":329,"publicId":330,"version":279,"format":42,"resourceType":43,"width":331,"height":152,"alt":332,"name":333},"96b5666d0d9909e1bca57e08a07c5119","docs/a_01Kd47HSa7H0RjS4a1a7Rw5k4W/Screenshot-2025-12-22-at-11-50-31-PM",3360,"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","Screenshot 2025 12 22 At 11.50.31  P M",[13,335,336],{},[77,337,338],{},"Sorting To-do's",[13,340,301,341,344],{},[77,342,343],{},"Display Order"," dropdown to choose your preferred sort order. You can sort to-do's by:",[70,346,347,352,357,362,367,372],{},[73,348,349],{},[77,350,351],{},"Title",[73,353,354],{},[77,355,356],{},"People/Owner",[73,358,359],{},[77,360,361],{},"Date Created",[73,363,364],{},[77,365,366],{},"Manual Order",[73,368,369],{},[77,370,371],{},"Priority",[73,373,374],{},[77,375,376],{},"Due date",[36,378],{"asset":379},{"id":380,"publicId":381,"version":279,"format":42,"resourceType":43,"width":331,"height":382,"alt":383,"name":384},"cb9c18768dcf314921b4c6da424b2539","docs/a_01Kd47Kz8Zt8JaKnqX1Sh1Qr0X/Screenshot-2025-12-22-at-11-51-41-PM",1972,"To-dos page Display menu with the Display order dropdown open, listing Title, People, Date created, Manual, Priority and Due date","Screenshot 2025 12 22 At 11.51.41  P M",[23,386,388],{"id":387},"create-to-dos-from-emails","Create To-do's from Emails",[13,390,391,392,397],{},"This feature allows you to create To-Dos in ",[393,394,396],"a",{"href":395},"/","Success.co"," by sending an email to your team’s dedicated To-Do email address.",[399,400,402],"h4",{"id":401},"who-can-change-this-setting","Who can change this setting",[70,404,405,420,426],{},[73,406,407,408,411,412,415,416,419],{},"Only users with ",[77,409,410],{},"Admin"," level access and ",[77,413,414],{},"Managers"," can turn ",[77,417,418],{},"Create To-Dos by email"," on or off and regenerate the email address.",[73,421,422,425],{},[77,423,424],{},"Team Members"," can copy the email address once the setting is on.",[73,427,428,431],{},[77,429,430],{},"Observers"," have no access to this setting.",[13,433,434],{},"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.",[399,436,438],{"id":437},"step-1-enable-create-to-dos-by-email","Step 1: Enable Create To-Dos by Email",[440,441,442,449,455,462],"ol",{},[73,443,444,445,448],{},"Select ",[77,446,447],{},"Teams"," from the left-hand sidebar.",[73,450,104,451,454],{},[77,452,453],{},"Team"," you want to create To-Dos for.",[73,456,457,458,461],{},"Click the ",[77,459,460],{},"Settings"," tab.",[73,463,464,465,468,469,95],{},"Find ",[77,466,467],{},"Create To-Dos by Email"," and turn the toggle ",[77,470,471],{},"ON",[36,473],{"asset":474},{"id":475,"publicId":476,"version":477,"format":478,"resourceType":43,"width":479,"height":480,"alt":481,"name":482},"1a9f3cc92c0ccbbc2deb15bd9581e8d2","docs/3",1792987746,"webp",2000,1162,"Team Settings tab in Success.co with Create to-dos by email highlighted under Inbound email","3",[399,484,486],{"id":485},"step-2-copy-the-teams-to-do-email-address","Step 2: Copy the Team's To-Do Email Address",[13,488,489,490,493],{},"Once the feature is turned on, a ",[77,491,492],{},"unique email address for that Team"," will appear underneath the setting.",[13,495,457,496,499],{},[77,497,498],{},"Copy"," icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.",[501,502,503],"blockquote",{},[13,504,505,508],{},[77,506,507],{},"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.",[36,510],{"asset":511},{"id":512,"publicId":513,"version":514,"format":478,"resourceType":43,"width":479,"height":515,"alt":516,"name":517},"31ba86e8b4c2911815d3a300cda9e2e2","docs/4",1792987747,1161,"Create to-dos by email turned on in Team Settings, showing the Team's to-do email address with copy and regenerate icons","4",[399,519,521],{"id":520},"step-3-create-and-send-your-email","Step 3: Create and Send Your Email",[13,523,524],{},"Open your email provider and create a new email.",[440,526,527,534,537,540],{},[73,528,529,530,533],{},"In the ",[77,531,532],{},"To"," field, paste the Team's To-Do email address.",[73,535,536],{},"Enter the To-Do you want to create in the email.",[73,538,539],{},"Add any relevant information or details to the email.",[73,541,542],{},"Send the email.",[13,544,545,546,548,549,95],{},"Once the email has been processed, go back to ",[393,547,396],{"href":395}," and open ",[77,550,551],{},"To-Dos",[13,553,554],{},"Check the appropriate Team to confirm that the new To-Do has been created.",[13,556,557,560],{},[77,558,559],{},"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.",{"title":562,"searchDepth":563,"depth":563,"links":564},"",2,[565,566,567,568],{"id":25,"depth":563,"text":26},{"id":177,"depth":563,"text":178},{"id":285,"depth":563,"text":286},{"id":387,"depth":563,"text":388},[570,571,572,573],{"id":25,"title":26},{"id":177,"title":178},{"id":285,"title":286},{"id":387,"title":388},{"title":575,"description":576},"How to Use To-Dos in EOS® | Guide — Success.co","Learn how to create, assign, and track To-Dos to drive accountability and traction across your EOS® teams. Clear guidance for consistent follow-through.","2025-06-25T08:01:00+00:00","2026-06-12T11:12:12+00:00",{"value":580},[581,599,651,672,678,687],{"title":582,"links":583},"Getting Started",[584,587,590,593,596],{"title":585,"href":586},"Getting Started with Success.co","/docs/guides/getting-started",{"title":588,"href":589},"Join your team","/docs/guides/join-your-team",{"title":591,"href":592},"EOS® Implementers  Guide","/docs/guides/implementers",{"title":594,"href":595},"Affiliate Program Guide","/docs/guides/affiliate-program",{"title":597,"href":598},"Import Data","/docs/guides/import-data",{"title":600,"links":601},"Platform",[602,605,608,611,614,617,620,623,626,629,630,633,636,639,642,645,648],{"title":603,"href":604},"Vision/Traction Organizer (V/TO®)  Guide","/docs/guides/vision-traction-organizer-vto",{"title":606,"href":607},"Accountability Chart Guide","/docs/guides/accountability-chart",{"title":609,"href":610},"Dashboard Guide to Track Rocks, To-Dos & Issues","/docs/guides/dashboard",{"title":612,"href":613},"L10™ Meetings","/docs/guides/l10-meetings",{"title":615,"href":616},"Rocks","/docs/guides/rocks",{"title":618,"href":619},"Scorecard™","/docs/guides/scorecard",{"title":621,"href":622},"EOS® Meeting Agendas Guide","/docs/guides/agendas",{"title":624,"href":625},"Issues","/docs/guides/issues",{"title":627,"href":628},"Headlines","/docs/guides/headlines",{"title":7,"href":6},{"title":631,"href":632},"People Analyzer","/docs/guides/people-analyzer",{"title":634,"href":635},"Organizational Checkup™","/docs/guides/organizational-checkup",{"title":637,"href":638},"S.W.O.T","/docs/guides/swot-analysis",{"title":640,"href":641},"Process","/docs/guides/process",{"title":643,"href":644},"Implementer Hub","/docs/guides/implementer-hub",{"title":646,"href":647},"Insights","/docs/guides/insights",{"title":649,"href":650},"Mastery","/docs/guides/mastery",{"title":652,"links":653},"Advanced",[654,657,660,663,666,669],{"title":655,"href":656},"Filtering","/docs/guides/filtering",{"title":658,"href":659},"Quarter Dates","/docs/guides/quarter-dates",{"title":661,"href":662},"Keyboard Shortcuts Guide","/docs/guides/keyboard-shortcuts",{"title":664,"href":665},"Related Items","/docs/guides/related-items",{"title":667,"href":668},"Notifications","/docs/guides/notifications",{"title":670,"href":671},"Import Templates","/docs/guides/import-templates",{"title":673,"links":674},"Billing",[675],{"title":676,"href":677},"Billing Guide – Set Up Payments, Update Details, and Access Invoices","/docs/guides/billing",{"title":679,"links":680},"Apps",[681,684],{"title":682,"href":683},"Desktop App Guide to Boost Productivity & Track Tasks","/docs/guides/desktop-app",{"title":685,"href":686},"Mobile App","/docs/guides/mobile-app",{"title":688,"links":689},"Integrations",[690,693,696,699,702,705,708,711,714,717,720],{"title":691,"href":692},"Success.co Integrations","/docs/guides/successco-integrations",{"title":694,"href":695},"Google Calendar Integration Guide","/docs/guides/google-calendar",{"title":697,"href":698},"Microsoft Calendar Integration Guide","/docs/guides/microsoft-calendar",{"title":700,"href":701},"Microsoft Teams","/docs/guides/microsoft-teams",{"title":703,"href":704},"Slack","/docs/guides/slack",{"title":706,"href":707},"Asana Integration Guide","/docs/guides/asana",{"title":709,"href":710},"ClickUp Integration Guide","/docs/guides/clickup",{"title":712,"href":713},"Monday.com Integration Guide","/docs/guides/monday",{"title":715,"href":716},"Teamwork Integration Guide","/docs/guides/teamwork",{"title":718,"href":719},"Success.co AI Connector (MCP)","/docs/guides/ai-mcp-connector",{"title":721,"href":722},"Zapier","/docs/guides/zapier",{"value":724},{"id":725,"extension":726,"meta":727,"og_image":728,"og_locale":729,"og_title_fallback":730,"site_url":731,"stem":732,"title_suffix":733,"__hash__":734,"ogImageAsset":735},"seoSettings/settings/seo.yml","yml",{},"df2824aa25f11988810a1b0f3c08f0f2","en_GB","The EOS App","https://www.success.co","settings/seo"," — Success.co","nnRZDXC71vobecumYGFChQJ7a9XRrFJq7bfBBCWo6Bk",{"id":728,"publicId":736,"version":737,"format":42,"resourceType":43,"width":738,"height":739,"alt":396,"name":740},"site/success-opengraph-image",1791366213,1200,630,"Success OpenGraph Image",1793784186560]