The To Do List widget on your dashboard shows tasks. You can also add your own custom to-do items to this same widget, so your whole team can track personal or manual tasks — like completing connection cards, preparing a slideshow, or meeting with the outreach team — right alongside your system-generated tasks.
Add a custom to-do item
From the Home screen, locate the To Do List widget on your dashboard. Select + Add Task on the widget to create a new item.
Enter a title describing the task, then fill in any of the details:
What needs to be done? — input the task that needs to be completed.
Description — expand on the task that needs to be completed.
Assignee — put in the name of the person who needs to complete the task.
Due date — put in the date that the task needs to be completed.
Select Save to add the item to the list.
Managing existing to-do items
Once created, a custom to-do item appears in the To Do List widget alongside system-generated tasks. Click on the item to edit its details, reassign it, update the due date, or mark it complete.
Note: To make sure everyone on your team can see the To Do List widget, confirm it has been added to the Global Default dashboard.
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