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To-dos
To-dos is your personal list of reminders: calls to return, forms to file, things to check. Your teammates can see your open to-dos, and you can hand any to-do to a teammate with one click.
Where to find it
Open To-dos from Home, or press ⌘K and type To-dos.
On Home, the To-dos button next to the greeting shows how many are overdue, due today or open. Click it to see your list, then See all for the full page, or click a to-do to open it there.
What you can do here
- Add a reminder in a few words, from the To-dos page, Home, a room or your calendar.
- Give it a due date, a priority, notes and tags.
- Check it off when it's done.
- Hand it to a teammate with Agent Run.
Add a to-do
- On the To-dos page, type in What do you need to remember? and click Add to-do, or press Enter.
- In the Home To-dos box, type in Add a to-do and press Enter….
- In the Home message box, type
/todoto open a short form with a title, priority and due date. - From a room, click Add to To-Do on a work card. The button then reads View To-Do, so you can jump straight to it.
- From your calendar on Home, open an event. For an upcoming event, click To-do to add one due today. For a finished event, click Follow-up to-do to add a follow-up due tomorrow.
Add the details
Click a to-do to open its details on the right. Changes save automatically.
| Field | What it's for |
|---|---|
| Notes | Anything you'll want later: a phone number, a reference number, what was agreed. |
| Due | The date it's due. Overdue to-dos are flagged in the list. |
| Priority | Low, Med or High. |
| Tags | Comma-separated labels, like client-acme, billing. |
Delete at the bottom removes the to-do after you confirm.
Find and sort
On the To-dos page:
- Search by typing in the search box.
- Sort by priority, due date, most recently added, or title.
- Filter to one priority, or turn on Overdue only.
Complete a to-do
Tick the checkbox next to it. Finished to-dos move to Completed at the bottom of the page. Open that list and untick one to reopen it.
Hand a to-do to a teammate
Click Agent Run next to a to-do (on Home, it's the ▶ button). Pencel opens a chat that starts with "Help me complete this to-do", including your notes and due date. A teammate does the work with your connected accounts and tells you what it did. Anything that needs your approval, like sending an email, still asks first.
This works best for to-dos a teammate can actually do, like "Draft a thank-you note to the Hendricks team" or "Pull last month's overdue invoices."
Your teammates can see your list
When you ask a teammate for something, Pencel passes along the open to-dos that relate to it, so the teammate knows what's already on your plate. Completed to-dos aren't passed along.
What To-dos isn't for
To-dos are one-off reminders. There are no repeating to-dos.
For work that repeats, like a weekly report or a monthly check, set up a routine instead. See Run work on a schedule.