To-Dos is your task list inside AdvantaCRM — follow-ups, deadlines, and work items for yourself or your team, with or without a client attached.
Getting there
Click To-Dos in the left sidebar.
If you haven't created any yet, you'll see a No to-dos yet placeholder. See Creating and Managing To-Dos to add your first one.
Table view
Table is the default view. Each row shows:
Priority — High, Med, or Low
Title — the to-do's name, with its Details shown underneath if you added any
Category — the tag you filed it under
Linked to — the profile it's tied to, if any (shows — when it isn't linked to anyone)
Status — its current status
Deadline — a progress bar plus how many days are left (or overdue)
Created — the date it was added
Click any row to open it — see Creating and Managing To-Dos.
Cards view
Click Cards to see the same to-dos as individual cards instead of rows. Each card is outlined in its priority color (red for High, orange for Medium, blue for Low) and shows the title, linked profile, details, category, status, and the same deadline progress bar as the table.
Filtering
Click Filters to narrow the list down:
Status — Working on it, Waiting on Reply, Stuck, Paused, Completed, Canceled
Priority — High, Medium, Low
Category — filter by one or more categories (AEP, Certifications, Client Stuff, Commission, Confirm Enrollment, Confirm ID Card, Contracting, Find a Plan, Follow Up, Marketing, Other, Ready to Enroll, Redetermination, Retention Calls, Service Issue, Social Media, Voicemail)
Due date — set a From and/or To date to only show to-dos due in that range
By default, Completed and Canceled to-dos are filtered out so your list only shows what's still active. Check those boxes if you want to see them too.