To-Do Lists
Lightweight internal lists for work that is not tied to an order.
Overview
Not everything your team does belongs to a client order. To-do lists cover the rest — internal projects, admin, process work — with the same assignment and status tracking, just simpler.
Tabs
AllPendingIn ProgressCompleted
Lists
Create, edit, delete
Manage the list itself
Assign to a member
One owner per list
Change list status
Move the whole list along
Detail view
Open a list to work through it
Items Inside a List
Create & edit
Add items with descriptions
Reorder
Drag lines into the right sequence
Mark complete
Tick items off, or un-tick them
Bulk status
Mark pending, in progress, or completed together
Route:
Permissions: list-level and item-level actions are separately permissioned.
Expandable detail: item descriptions expand in place, so a list stays scannable.
/todosPermissions: list-level and item-level actions are separately permissioned.
Expandable detail: item descriptions expand in place, so a list stays scannable.
Tips & Best Practices
Keep client work on orders and internal work on to-dos. Mixing them makes your order pipeline lie about how much client work you actually have.