> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/dashboard/tasks-to-dos.md).

# Tasks (to-dos)

Tasks are follow-ups tied to a lead, prospect, or customer. *"Follow up Monday about the proposal."* *"Take a photo of the drainage before we quote it."*

You add tasks on the person's profile, and can keep one for yourself or hand it to somebody else.

## What the Dashboard shows

Your Dashboard lists the open tasks **assigned to you** — up to ten, soonest due first. A task with nobody assigned doesn't appear on anyone's Dashboard.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-52cf6ed163391bc2c9626109659e80bc69dc2c68%2Fdashboard-tasks-list.png?alt=media" alt="Dashboard task list area"><figcaption><p>Use the dashboard task list for operational to-dos.</p></figcaption></figure>

## Create a task

{% stepper %}
{% step %}

### Open the profile

Open a lead, prospect, or customer. Tasks live on the **Overview** tab, under **Tasks** in the right-hand column (below the main column on a phone or a narrow window).
{% endstep %}

{% step %}

### Type the task

Click **Add first task…** — or **Add another task…** once there are some — and type. **Shift+Enter** starts a new line.
{% endstep %}

{% step %}

### Set who it's for and a due date (optional)

As soon as you click into the row, **Assign** and **Due date** appear under it. **Assign** lists your team. **Due date** offers **Today**, **Tomorrow**, **Next week**, or any date on the calendar.
{% endstep %}

{% step %}

### Press Enter

The task is saved and joins the list. **Esc** clears the row instead.
{% endstep %}
{% endstepper %}

Each task shows who it's for (their initials) and its due date right after the text. A task due today or overdue shows its date in red.

To change a task, click its text. The row opens into a card: edit the text, change who it's for or the due date (**Clear due date** is at the bottom of the date menu), or click **Delete**. Press **Enter** or click away when you're done. Finished tasks tuck away behind **Show completed**, with a count.

Tasks stay with the person. Tasks added while they were a lead or a prospect, including ones added on their estimate, are still there after they become a customer.

A link to a task, from a campaign's activity for example, opens the profile on **Overview** with that task highlighted. If the task is already done, **Show completed** opens so you can see it. If it was deleted, Shortcut tells you.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-71487c79866405241f72d82d419458e017eb1765%2Fprofile-tasks-panel.png?alt=media" alt="Tasks on a customer&#x27;s Overview tab: one task open as a card with Assign, Due date, and Delete under its text, and the due-date menu open with Today, Tomorrow, Next week, and a calendar"><figcaption><p>Click a task to change it. Pick a due date from the menu: a quick choice, or any day on the calendar.</p></figcaption></figure>

## Tasks in the activity feed

A customer's tasks also show up in their **Activity** feed, each with a checkbox. The comment box at the top of the Activity tab — and the **Comment** window — only posts comments. Add tasks from **Tasks** on the **Overview** tab.

## Assigning a task

Tasks can go to **anyone on your active team**, crews included. Your crews already see customer tasks in their Today view, so a task like *"Check the back gate latch next visit"* can go straight to the person who'll be standing there.

Leave the assignee blank if it's for whoever picks it up first. Just remember an unassigned task doesn't show on anyone's Dashboard, so somebody has to check the profile for it.

## Complete a task

Tick the checkbox. You can do it from **Tasks** on the profile's **Overview** tab, from the customer's **Activity** feed, or from your Dashboard — it's the same task in all three.

<figure><img src="https://2299783971-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FOhi7KtJ4vY1pDKwWu5SV%2Fuploads%2Fgit-blob-face4b86de9d7ad791fe125d499d5e94aa570495%2Fdashboard-task-complete.png?alt=media" alt="Dashboard task area after reviewing tasks"><figcaption><p>Completed tasks leave the dashboard focused on remaining work.</p></figcaption></figure>

<details>

<summary>Still stuck?</summary>

Email **<hello@shortcutco.com>** with a screenshot of the tasks on the profile.

</details>