Using To-dos

Todos help you track work that needs to happen outside of agent runs — follow-up calls, manual approvals, items your agents discovered but cannot act on themselves. This guide covers creating, managing, and organizing your todos.

Creating Todos

Manual Creation

1. Open the To-dos scope in Pulse from the left sidebar.
2. Click Add Todo.
3. Enter a title (e.g., "Review Q1 budget proposal").
4. Optionally add:
   • Description — additional context or details.
   • Priority — Low, Medium, or High.
   • Due Date — when it should be completed.
5. Click Save.

Agent-Suggested Todos

Your agents can create todos during runs and chat sessions. When an agent suggests a todo, it appears on your Pulse as a suggestion — not yet on your active list.

To accept a suggestion:

1. Find the suggestion card in the Pulse To-dos scope.
2. Click Accept — the todo moves to your active list.

To dismiss a suggestion:

• Click Dismiss — the todo is removed.

TIP

Teach your agents to suggest todos by adding a guideline like: "If you discover a follow-up action that requires human involvement, create a todo with a clear title and the relevant context in the description."

Managing Todos

Status Updates

Move todos through the workflow as you work on them:

• Pending → In Progress: you have started working on it.
• In Progress → Awaiting Review: work is done and waiting for someone to review it.
• Awaiting Review → Done: reviewed and completed.
• Any status → Cancelled: no longer needed.

When you mark a todo as Done or Cancelled, a completion timestamp is recorded automatically.

Priority Levels

Priority	When to Use
High	Needs attention today. Blocks other work or has an imminent deadline.
Medium	Important but not urgent. Default for most items.
Low	Nice to have. Handle when you have spare time.

Due Dates

Set due dates for time-sensitive items. The daily summary on your Pulse flags:

• Overdue items — past their due date.
• Due today items — need attention now.

Reordering

Drag and drop todos to arrange them in your preferred order. The custom sort order is preserved across sessions.

Filtering and Viewing

The Pulse To-dos scope supports filtering by:

• Status — show only pending, in progress, or all items.
• Accepted — show only accepted todos, or include suggestions.

The Pulse shows a daily summary:

• Total open todos
• Overdue count
• Due today count
• Completed today count
• High priority count

Tips

• Keep titles actionable. "Call Sarah about contract renewal" is better than "Contract stuff."
• Use descriptions for context. Include links, reference numbers, or notes from the agent run that suggested the todo.
• Review suggestions daily. Agent suggestions pile up if ignored. Accept what is useful and dismiss the rest.
• Set due dates for accountability. Items without due dates tend to drift. Even a rough date helps you prioritize.