[{"data":1,"prerenderedAt":766},["ShallowReactive",2],{"docs:guide:to-dos":3,"docs:nav":583,"seo-settings":748},{"value":4},{"slug":5,"path":6,"title":7,"introduction":8,"body":19,"sections":573,"seo":578,"publishedAt":581,"updatedAt":582},"to-dos","/docs/guides/to-dos","How To Use To-Dos in Success.co?",{"type":9,"children":10},"root",[11],{"type":12,"tag":13,"props":14,"children":15},"element","p",{},[16],{"type":17,"value":18},"text","To-Dos help you create traction between meetings. This guide shows you how to create, complete, and follow through—driving accountability and keeping everything moving forward.",{"type":20,"value":21,"toc":565},"minimark",[22,26,31,39,52,62,70,73,140,143,150,159,164,171,179,183,190,198,203,206,266,273,278,287,291,296,303,310,330,338,343,349,381,389,393,402,407,436,439,443,476,487,491,498,504,513,522,526,529,547,556,559],[23,24],"youtube",{"id":25},"kiVTvcNiTVY",[27,28,30],"h2",{"id":29},"add-a-to-do","Add a to-do",[13,32,33,34,38],{},"You can add a to-do directly from your Dashboard by clicking the ",[35,36,37],"code",{},"+"," button in the My to-dos section.",[40,41],"docs-image",{"asset":42},{"id":43,"publicId":44,"version":45,"format":46,"resourceType":47,"width":48,"height":49,"alt":50,"name":51},"45a593283b87285c78db50d7fb246453","docs/a_01kD46cADKa0540HfAHTq4f6yA/Screenshot-2025-12-22-at-11-29-33-PM",1791492549,"png","image",3358,1968,"Success.co Dashboard with the + button highlighted in the top right of the My to-dos section","Screenshot 2025 12 22 At 11.29.33  P M",[13,53,54,55,58,59,61],{},"You can also go to the To-dos option in the sidebar and click the ",[35,56,57],{},"Add to-do"," button at the top right. If you are adding your first to-do you will also see a prompt in the centre of the screen with an ",[35,60,57],{}," button.",[40,63],{"asset":64},{"id":65,"publicId":66,"version":45,"format":46,"resourceType":47,"width":67,"height":49,"alt":68,"name":69},"948179076d1863b3b85a59c348808c9d","docs/a_01kD46E15x7FDgQ33vE4wQ1e8R/Screenshot-2025-12-22-at-11-30-57-PM",3364,"Success.co To-dos page with no to-dos yet, showing an Add to-do prompt in the centre and the Add to-do button in the top right","Screenshot 2025 12 22 At 11.30.57  P M",[13,71,72],{},"When you create a new to-do, a popup will appear where you can:",[74,75,76,89,100,106,112,119,126,133],"ul",{},[77,78,79,80,84,85,88],"li",{},"Choose whether the to-do is a ",[81,82,83],"strong",{},"team"," or ",[81,86,87],{},"private"," to-do.",[77,90,91,92,95,96,99],{},"Enter a ",[81,93,94],{},"title"," and ",[81,97,98],{},"description",".",[77,101,102,103,99],{},"Add or update the ",[81,104,105],{},"due date",[77,107,108,109,111],{},"Select the ",[81,110,83],{}," the to-do belongs to.",[77,113,114,115,118],{},"Assign the ",[81,116,117],{},"owner"," of the to-do.",[77,120,121,122,125],{},"Set the ",[81,123,124],{},"status"," (To-do, Done, or Not Done).",[77,127,128,129,132],{},"Assign a ",[81,130,131],{},"priority"," level.",[77,134,135,136,139],{},"Add ",[81,137,138],{},"attachments"," if needed.",[13,141,142],{},"The due date is automatically set to seven days in the future and can be updated using the calendar icon.",[13,144,145,146,149],{},"If you want to create multiple to-dos without closing the popup, toggle ",[81,147,148],{},"Create more"," ON.",[40,151],{"asset":152},{"id":153,"publicId":154,"version":45,"format":46,"resourceType":47,"width":155,"height":156,"alt":157,"name":158},"1da24047060f27bf1b84c47c67fb3f30","docs/a_01kd46GcTHN3gFsBw51fsBRs5s/Screenshot-2025-12-22-at-11-32-04-PM",3356,1970,"Add to-do popup with Team and Private tabs, title and description fields, due date, team, owner, priority, attachments and Create more toggle","Screenshot 2025 12 22 At 11.32.04  P M",[13,160,161],{},[81,162,163],{},"Copy to multiple people",[13,165,166,167,170],{},"If you want a to-do to be created for multiple people you can turn the ",[35,168,169],{},"Choose multiple"," toggle on from the owner dropdown and tick on the boxes for the users you want to assign the to-do.",[40,172],{"asset":173},{"id":174,"publicId":175,"version":176,"format":46,"resourceType":47,"width":48,"height":49,"alt":177,"name":178},"f83267617184cef800dc52a12a9ab580","docs/a_01kd46VMpgtb74Kp6JCRNHf3wZ/Screenshot-2025-12-22-at-11-36-17-PM",1791492550,"Add to-do popup with the owner dropdown open, listing users with checkboxes and the Choose multiple toggle highlighted","Screenshot 2025 12 22 At 11.36.17  P M",[27,180,182],{"id":181},"add-an-issue","Add an issue",[13,184,185,186,189],{},"To add an issue from a to-do, click the three dots on that to-do and select the ",[35,187,188],{},"Raise issue"," option.",[40,191],{"asset":192},{"id":193,"publicId":194,"version":176,"format":46,"resourceType":47,"width":195,"height":156,"alt":196,"name":197},"9d7c76388ab21677ea2402838a595a7d","docs/a_01kD473QGf6q7tSdQvNM75X9SH/Screenshot-2025-12-22-at-11-42-50-PM",3366,"Success.co To-dos list with the three dots menu open on a to-do, showing Edit, Raise issue, Make a copy and Delete options","Screenshot 2025 12 22 At 11.42.50  P M",[13,199,200],{},[81,201,202],{},"Creating an Issue",[13,204,205],{},"When creating a new issue, a popup will appear allowing you to update the following options:",[74,207,208,220,226,232,242,248,254,260],{},[77,209,210,213,214,84,217,99],{},[81,211,212],{},"Issue Type:"," Select whether the issue is ",[81,215,216],{},"Short Term",[81,218,219],{},"Long Term",[77,221,222,225],{},[81,223,224],{},"Title:"," Automatically populated with the related to-do title, which can be updated.",[77,227,228,231],{},[81,229,230],{},"Description:"," Optional field to provide additional details.",[77,233,234,237,238,241],{},[81,235,236],{},"Status:"," Automatically set to ",[81,239,240],{},"Not Solved"," by default.",[77,243,244,247],{},[81,245,246],{},"Team:"," Automatically populated with the creator’s team and can be updated if needed.",[77,249,250,253],{},[81,251,252],{},"Owner:"," Automatically assigned to the creator and can be changed.",[77,255,256,259],{},[81,257,258],{},"Priority:"," Select a priority level from the dropdown.",[77,261,262,265],{},[81,263,264],{},"Attachments:"," Add supporting files if required.",[13,267,268,269,272],{},"Once you click ",[81,270,271],{},"Add issue",", the issue will be added to the Short Term or Long Term issues list for the selected team and owner.",[13,274,275,276,149],{},"If you want to create multiple items without closing the popup, toggle ",[81,277,148],{},[40,279],{"asset":280},{"id":281,"publicId":282,"version":283,"format":46,"resourceType":47,"width":284,"height":156,"alt":285,"name":286},"927d735f66704c22178a73f628d6086c","docs/a_01kd4768e62Y70s48qaw1K6PCf/Screenshot-2025-12-22-at-11-44-07-PM",1791492551,3362,"Add issue popup raised from a to-do, with Short term and Long term tabs, team, owner, priority, attachments and Create more toggle","Screenshot 2025 12 22 At 11.44.07  P M",[27,288,290],{"id":289},"display-settings","Display settings",[13,292,293],{},[81,294,295],{},"Viewing To-Dos",[13,297,298,299,302],{},"Click ",[81,300,301],{},"Display"," to choose how you want to view your to-dos.",[13,304,305,306,309],{},"Use the ",[81,307,308],{},"Completed To-Dos"," dropdown to filter:",[74,311,312,318,324],{},[77,313,314,317],{},[81,315,316],{},"Hide All"," – hide all completed to-dos.",[77,319,320,323],{},[81,321,322],{},"Past Day / Week / Month / Year"," – show completed to-dos within the selected timeframe.",[77,325,326,329],{},[81,327,328],{},"Show All"," – display all completed to-dos.",[40,331],{"asset":332},{"id":333,"publicId":334,"version":283,"format":46,"resourceType":47,"width":335,"height":156,"alt":336,"name":337},"96b5666d0d9909e1bca57e08a07c5119","docs/a_01Kd47HSa7H0RjS4a1a7Rw5k4W/Screenshot-2025-12-22-at-11-50-31-PM",3360,"To-dos page with the Display menu open and the Completed to-dos dropdown listing Hide all, past day, week, month, year and Show all","Screenshot 2025 12 22 At 11.50.31  P M",[13,339,340],{},[81,341,342],{},"Sorting To-do's",[13,344,305,345,348],{},[81,346,347],{},"Display Order"," dropdown to choose your preferred sort order. You can sort to-do's by:",[74,350,351,356,361,366,371,376],{},[77,352,353],{},[81,354,355],{},"Title",[77,357,358],{},[81,359,360],{},"People/Owner",[77,362,363],{},[81,364,365],{},"Date Created",[77,367,368],{},[81,369,370],{},"Manual Order",[77,372,373],{},[81,374,375],{},"Priority",[77,377,378],{},[81,379,380],{},"Due date",[40,382],{"asset":383},{"id":384,"publicId":385,"version":283,"format":46,"resourceType":47,"width":335,"height":386,"alt":387,"name":388},"cb9c18768dcf314921b4c6da424b2539","docs/a_01Kd47Kz8Zt8JaKnqX1Sh1Qr0X/Screenshot-2025-12-22-at-11-51-41-PM",1972,"To-dos page Display menu with the Display order dropdown open, listing Title, People, Date created, Manual, Priority and Due date","Screenshot 2025 12 22 At 11.51.41  P M",[27,390,392],{"id":391},"create-to-dos-from-emails","Create To-do's from Emails",[13,394,395,396,401],{},"This feature allows you to create To-Dos in ",[397,398,400],"a",{"href":399},"/","Success.co"," by sending an email to your team’s dedicated To-Do email address.",[403,404,406],"h4",{"id":405},"who-can-change-this-setting","Who can change this setting",[74,408,409,424,430],{},[77,410,411,412,415,416,419,420,423],{},"Only users with ",[81,413,414],{},"Admin"," level access and ",[81,417,418],{},"Managers"," can turn ",[81,421,422],{},"Create To-Dos by email"," on or off and regenerate the email address.",[77,425,426,429],{},[81,427,428],{},"Team Members"," can copy the email address once the setting is on.",[77,431,432,435],{},[81,433,434],{},"Observers"," have no access to this setting.",[13,437,438],{},"This is a Team setting, not a personal one. When an Admin or Manager turns it on, it works for everyone on that Team, so each person doesn't need to turn it on for themselves.",[403,440,442],{"id":441},"step-1-enable-create-to-dos-by-email","Step 1: Enable Create To-Dos by Email",[444,445,446,453,459,466],"ol",{},[77,447,448,449,452],{},"Select ",[81,450,451],{},"Teams"," from the left-hand sidebar.",[77,454,108,455,458],{},[81,456,457],{},"Team"," you want to create To-Dos for.",[77,460,461,462,465],{},"Click the ",[81,463,464],{},"Settings"," tab.",[77,467,468,469,472,473,99],{},"Find ",[81,470,471],{},"Create To-Dos by Email"," and turn the toggle ",[81,474,475],{},"ON",[40,477],{"asset":478},{"id":479,"publicId":480,"version":481,"format":482,"resourceType":47,"width":483,"height":484,"alt":485,"name":486},"1a9f3cc92c0ccbbc2deb15bd9581e8d2","docs/3",1792987746,"webp",2000,1162,"Team Settings tab in Success.co with Create to-dos by email highlighted under Inbound email","3",[403,488,490],{"id":489},"step-2-copy-the-teams-to-do-email-address","Step 2: Copy the Team's To-Do Email Address",[13,492,493,494,497],{},"Once the feature is turned on, a ",[81,495,496],{},"unique email address for that Team"," will appear underneath the setting.",[13,499,461,500,503],{},[81,501,502],{},"Copy"," icon next to the email address to copy it or click on the Regenerate icon to generate a new email address.",[505,506,507],"blockquote",{},[13,508,509,512],{},[81,510,511],{},"Note:"," Each Team has its own email address. Make sure you use the email address for the Team where you want the To-Do to be created.",[40,514],{"asset":515},{"id":516,"publicId":517,"version":518,"format":482,"resourceType":47,"width":483,"height":519,"alt":520,"name":521},"31ba86e8b4c2911815d3a300cda9e2e2","docs/4",1792987747,1161,"Create to-dos by email turned on in Team Settings, showing the Team's to-do email address with copy and regenerate icons","4",[403,523,525],{"id":524},"step-3-create-and-send-your-email","Step 3: Create and Send Your Email",[13,527,528],{},"Open your email provider and create a new email.",[444,530,531,538,541,544],{},[77,532,533,534,537],{},"In the ",[81,535,536],{},"To"," field, paste the Team's To-Do email address.",[77,539,540],{},"Enter the To-Do you want to create in the email.",[77,542,543],{},"Add any relevant information or details to the email.",[77,545,546],{},"Send the email.",[13,548,549,550,552,553,99],{},"Once the email has been processed, go back to ",[397,551,400],{"href":399}," and open ",[81,554,555],{},"To-Dos",[13,557,558],{},"Check the appropriate Team to confirm that the new To-Do has been created.",[13,560,561,564],{},[81,562,563],{},"Tip:"," You can save the Team's unique To-Do email address as a contact in your email provider to make creating To-Dos by email quicker in the future.",{"title":566,"searchDepth":567,"depth":567,"links":568},"",2,[569,570,571,572],{"id":29,"depth":567,"text":30},{"id":181,"depth":567,"text":182},{"id":289,"depth":567,"text":290},{"id":391,"depth":567,"text":392},[574,575,576,577],{"id":29,"title":30},{"id":181,"title":182},{"id":289,"title":290},{"id":391,"title":392},{"title":579,"description":580},"How to Use To-Dos in EOS® | Guide — Success.co","Learn how to create, assign, and track To-Dos to drive accountability and traction across your EOS® teams. 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