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How to Add and Manage To-Do's in Custom Workflow Steps

Add trackable to-do lists directly to custom workflow steps that auto-populate on new tasks.

Updated this week

Steps:

Adding to-dos to a workflow step:

  1. Navigate to Custom Workflow setup under 'Settings

  2. Open or create a custom workflow.

  3. Select the workflow step to which you want to add to-dos.

  4. Click Confirm: Add Todo button label within the workflow step.

  5. Enter a title for the todo item (e.g., "Review code quality").

  6. Repeat to add additional to-dos to the same step as needed.

  7. Drag and drop to-dos to reorder them within the step.

Once a Custom Workflow is assigned to a task, the to-do list from that workflow will automatically appear under the To-Do tab within the task.

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