Run your day from the To-do List
One shared to-do list you and your Chief of Staff both work from, with suggestions it stages from across your business.
Most to-do apps only know what you remember to type into them. The To-do List tab in your Chief of Staff dashboard is different because your Chief of Staff works from the same list you do. It can add to it, suggest things you missed, and check items off as work gets done.
Add your own tasks
Open the To-do List tab and click + Add a to-do. Type the task, like "Call back the Henderson lead," and press Enter. Your open items appear under Your list.
Managing the list is quick:
- Complete an item by clicking its checkbox.
- Reopen a finished item from Show completed, just uncheck it.
- Edit a title with the pencil icon, or double-click the text.
- Delete with the trash icon. You confirm before it goes.
- Reorder by dragging items with the handle on the left. Your order is saved.
Suggestions from your Chief of Staff
Above your list you may see a section called Suggested by your Chief of Staff. These are tasks it stages for you from across your products, things it noticed while working in your CRM, projects, and marketing that probably deserve a spot on your list.
Suggestions never mix into your list on their own. Each one shows an Add to my list button and a Dismiss button, so you decide what makes the cut.
Manage it in plain conversation
You do not have to touch the tab at all. In chat, just say things like:
- "Put 'send the contract to Dana' on my to-do list."
- "What's on my list today?"
- "Mark the Henderson call done."
Your Chief of Staff keeps the list current either way, so the tab and the conversation always agree.
Why it matters
The list becomes the one honest picture of what needs doing, whether the idea came from you at your desk, from a chat on your phone, or from your Chief of Staff spotting a loose end in your pipeline. Nothing depends on you remembering to write it down.