To-dos help you keep your promises visible and follow through consistently — across every client and journey at once.
What it is
A list of your commitments across all clients and journeys. Rae may propose a to-do, but you decide whether it stays.
Where to find it
To-dos in the main navigation, or the To-dos tab inside a single journey. The top navigation view shows all tasks in order of due date.
What you can do
Add, complete, edit, delete, and restore a to-do.
Attach a file.
Filter by scope, status (Open, Done, Deleted), and due date.
Attach a journey or add contacts to a to-do.
Review where a to-do originated — items proposed by Rae are labeled.
One task, three places
A task shown inside a journey, My Plan, and on the main To-dos page is the same task, not a duplicate. Whatever you change in one place shows up in the other.
What your client sees
Clients do not see your task list. They may see progress once completed work is reflected in the journey.