To-dos help you keep your promises visible and follow through consistently within a journey.
What it is
A list of your commitments on this journey. Rae may propose a to-do, but you decide whether it stays.
Where to find it
The To-dos tab inside a journey, or To-dos in the main navigation for every journey at once.
What you can do
Add, complete, edit, delete, and restore a to-do.
Filter your list, including by due date.
Review where a to-do originated — items proposed by Rae are labeled.
One task, three places
A task shown inside a journey, or on the main To-dos page, or on the My Plan is the same task, just as not a duplicate. Edits round-trip to wherever the to-do appears.
Example of to-dos in the Journey
Example of To-dos for all journeys found in top navigation.
Example of To-dos in My Plan.
What your client sees
Clients do not see your task list. They may see progress once completed work is reflected in the journey.