---
url: https://pencel.ai/docs/concepts/todos.md
description: >-
  To-dos is your personal reminder list. Your Pencel teammates can see your open
  to-dos, and you can hand any one of them to a teammate to work on.
---

# 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](https://pencel.ai/docs/concepts/home.html), 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 `/todo` to 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](https://pencel.ai/docs/guides/scheduling-automation.html).

## Related

* [Home](https://pencel.ai/docs/concepts/home.html)
* [Team and rooms](https://pencel.ai/docs/concepts/programs.html)
* [Run work on a schedule](https://pencel.ai/docs/guides/scheduling-automation.html)