To-do

See and prioritize what you are working on, from notes to emails, checklist items and work; all in one place.

Lachlan Macindoe avatar Andi Ancheta avatar Erin Jamison avatar +1
23 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, Erin Jamison and 1 other
How-tos

Assign items to yourself

Assign an item to yourself, by either selecting your name or by typing in 'Me' when searching through assignee options.
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Written by Erin Jamison
Updated over a week ago

Configure your To-Do list to work for you

Is your To-Do List overwhelmed with too many items? Here's how to reconfigure for success!
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Written by Evan Hall
Updated over a week ago

Filtering your to-do list

To-do filters let you turn off certain items, ensuring that what you view is a true representation of what you need to work on.
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Written by Lachlan Macindoe
Updated over a week ago

Add a to-do item

Assigning something in Karbon to yourself or a colleague will turn it into a to-do item for the assignee.
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Written by Lachlan Macindoe
Updated over a week ago

Sorting your to-do list

Sorting your to-do items ensures that you can find your most important items first.
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Written by Lachlan Macindoe
Updated over a week ago

Assign a to-do item

Emails, notes, tasks and pieces of work can all be managed as to-do items if they are assigned to someone on your team.
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Written by Lachlan Macindoe
Updated over a week ago

Drag & drop to reorder to-do items

Organize your to-do list and plan each day, by rearranging your items into your customized order of priority.
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Written by Lachlan Macindoe
Updated over a week ago

To-do notifications

Karbon notifies you of new to-do items in different ways.
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Written by Lachlan Macindoe
Updated over a week ago

Viewing to-do items you have assigned to others

You can change your view in To-do to see all tasks that you have assigned to others on your team.
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Written by Lachlan Macindoe
Updated over a week ago
FAQs

Why does my 'Today' to-do period have items with older to-do dates?

Overdue to-do items will remain on your to-do list until they are completed.
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Written by Lachlan Macindoe
Updated over a week ago

Can I bulk update my To-do?

You can make changes to entire sections of your to-do list with one action.
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Written by Lachlan Macindoe
Updated over a week ago

How do I know when some to-do items are hidden?

You can determine if you have any hidden to-do items by leveraging your filtering option.
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Written by Lachlan Macindoe
Updated over a week ago

Which to-do date period will an item appear in?

To-do items are assigned date periods when they are created, which can also be automatically updated as time passes.
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Written by Lachlan Macindoe
Updated over a week ago

How do I see a colleague's to-do list?

Karbon provides visibility across to-do lists, allowing you to see who is working on what today, and what they have coming up next.
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Written by Lachlan Macindoe
Updated over a week ago

What is the difference between due date, to-do period, status & last activity?

There are a number of dates and statuses that are applied to a to-do item, all playing an important role.
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Written by Lachlan Macindoe
Updated over a week ago

How do I change the status of a to-do item?

You can then change the status of a to-do item from the options menu that becomes visible when hovering over the item.
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Written by Lachlan Macindoe
Updated over a week ago

Can I reassign a to-do item?

Reassign to-do items as many times as you want.
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Written by Lachlan Macindoe
Updated over a week ago

If I add a private email to my to-do list, will my colleagues see it?

Only emails that are visible on timelines and public contacts will be public on your to-do list.
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Written by Lachlan Macindoe
Updated over a week ago

How many people can a to-do item be assigned to?

Only one person is accountable for a single to-do item.
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Written by Lachlan Macindoe
Updated over a week ago

How do I delete a to-do item?

Rather than delete items directly from your to-do list, you delete the underlying item they stem from.
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Written by Lachlan Macindoe
Updated over a week ago