Working With Your To-Do List

Video Home ◂ Contact Management ◂ Working With Your To-Do List

Master your To-Do list with bulk actions.

• Transcript

  We have made working with your To-Do lists fast and easy.

  When you get to your To-Do List, you will see checkboxes here along the left side of the screen. You will use these checkboxes when you want to perform a task for a group of To-Do’s.

  When we click the items we want to work with, these action buttons will automatically appear.

  To select all of the To-Do’s on this page, click this box at the top.

  From here, we can mark these items complete, delete these To-Do’s, change their due dates, adjust their priority, or add all of the contacts associated with these To-Do’s into Group Actions.

  If you have a team set up, you will also be able to reassign a group of To-Do’s from one team member to another.

  Let’s say I want to reassign some To-Do’s to Alexis Brown. I’ll select the To-Do’s but I don’t see a reassign button, so what’s happening here?

  In order to be able to reassign a group of To-Do’s I can’t be looking at all of the users on this screen.

  First I need to select the user I want to take the To-Do’s from.

  This list is just showing the To-Do’s that belong to Jeff.

  Now when we select the To-Do’s we want to reassign, the ‘Reassign’ button will appear. Now I can assign these To-Do’s to Alexis.

  One last note, be aware that when you select all of the checkboxes, you are selecting all of the To-Do’s on this page only.

  You may have other To-Do’s included in this filter on subsequent pages. Those To-Do’s are not affected by what you do on this page.

  Also, when using the checkboxes, be sure to finish the actions you are working on before you leave this page.

  Once you leave this page, the checked items will revert back to an unchecked state.