This covers creating a new to-do and everything you can do with it afterward — editing, deleting, and leaving comments.
Creating a to-do
Click Create to-do in the top right of the To-Dos page.
Fill in the fields:
Status — defaults to Working on it
Priority — defaults to Medium
Category — choose from the category list
Deadline — pick a date from the calendar picker; check Add time if you also want to set a specific time
Related profile (optional) — search for and attach a client profile
Title — what the to-do is
Details (optional) — any extra notes
Click Create to-do to save it. You'll see a confirmation toast, and it appears on your To-Dos page right away.
Leave Related profile blank for general to-dos that aren't tied to a specific client, like reconciling a commission statement.
Opening and editing a to-do
Click any to-do — from either Table or Cards view — to open it.
The header shows the title along with quick-glance badges: priority, status, who created it, and the due date. Under To-do details, every field from creation is editable — Status, Priority, Category, Deadline, Profile, and Details. Make your changes and click Save changes.
To remove a to-do entirely, click Delete.
Comments
Below the details, the Timeline is a running comment thread on that to-do — useful for jotting down updates as you work it, or leaving notes for a teammate.
Type into Add a comment... and click Post to add one. Each comment is timestamped with who posted it.