Skip to main content
All CollectionsGetting Started
What Is the To-Do List?
What Is the To-Do List?

Describes how to use the To-Do List

Updated over 8 months ago

The To-Do List on your dashboard is a handy way to stay on top of tasks requiring your attention.

What shows up on the To-Do List system generated and depends on your permissions, assignments, and other settings.


Among those items include:


• Access requests

• Process queue assignments

• Connection assignments

• Group membership requests

• Position membership requests

• Pending account deletion requests

• Pending resource requests

• Unmatched contributions

• Recurring schedule errors

• Potential duplicates

• Pending background checks

• Past due bills

• Past due invoices

• Unclosed batches

• Pending imported bank item review

Clicking the To-Do List item on your dashboard will direct you to the relevant section for managing that notification.

Did this answer your question?