Chief of Staff
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, check items off as work gets done, and bring you things you missed to approve.
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 or click Add to-do. Your open items appear under Your list.
Managing the list is quick:
- Complete an item by clicking its checkbox.
- Reopen a finished item: click Show completed at the bottom of the list, then 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
When your Chief of Staff notices something across your business that belongs on your list, like a project step that is waiting on you, it raises it on the Opportunities tab rather than adding it on its own. Once it is prepared (click Prepare it for me if it is not yet), click Add through approvals, then Approve and add on the Approvals tab. Only then does it land on your list. An approval you leave unanswered expires after a day.
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."
When you ask in chat, it adds the item straight to your list, because you asked. The tab and the conversation always show the same list.
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.