Add and finish to-dos
Turn a message into a to-do, assign it to coworkers with a due date, and mark it done. Keyword requests become to-dos your team can take. Families never see them.
Who can do this: Everyone · Web, desktop, iPhone and Android
A to-do is a note for staff that something needs doing: call a family back, send a form, order supplies. You can add one on a chat, on a message, or on its own, assign it to one or more coworkers, give it a due date, and mark it done. Families never see to-dos or anything about them.
Before you start
- BloomText turns to-dos on for your organization. Ask us if you don't see To-dos in the left bar (the bottom bar in the app).
- You can assign a to-do on a chat only to people who can open that chat.
Add a to-do
From a message:
- Hover over the message and click ⋯, then Add to-do… (in the app, press and hold the message, then tap Add to-do).
- The title starts as the message's text. Change it if you like, and add details.
- Under Assign to, pick one or more people.
- Pick a due date if it has one.
- Under Who can see it, keep the chat's team, or choose Only you and the people assigned.
- Click Create to-do.
From a chat without a message, click + next to the message box, then Add a to-do under For your team (in the app, tap +, then To-do). From the To-dos tab, click New to-do: that to-do stands on its own, outside any chat, and only you and the people assigned see it unless you pick a team.
A team to-do on a chat shows in the chat, centered, under a staff-only line such as "Jordan Lee added a to-do". The chat header then shows To-dos (1). A private to-do adds no line, so nobody else in the chat learns it exists.
The people you assign get a notification that says only who assigned them a to-do: never its text, the chat or the family's name.
Find your to-dos
Open To-dos in the left bar. It has three lists:
- Assigned to me: to-dos assigned to you.
- Mine: to-dos you added.
- Team: your teams' to-dos, with keyword requests first.
Each list groups open to-dos by Overdue, This week, Later and No due date. To-dos finished in the last two weeks are under Done. Click a to-do to see its details on the right: who it's assigned to, when it's due, who can see it, and the message it was made from.
In the inbox, the To-dos pill lists chats with an open to-do assigned to you and chats with an open keyword request for your team. Their rows show To-do, or Overdue in red when one is past due.
Inside a chat, To-dos (n) in the header opens the chat's to-dos. When none are open, find them under ⋯ › To-dos.
Finish, reopen, change or delete
- Anyone who can see a to-do can click Mark done. The chat shows "Dana Lee marked the to-do … done." for staff. Click Reopen to bring it back.
- The person who added a to-do and the people assigned can edit it and change who it's assigned to.
- The person who added it, or an organization admin who can see it, can delete it. Deleting removes it and its lines from the chat.
Keyword requests
When a family texts a keyword that flags the chat (see keywords), the chat gets an open to-do for the team: "Open to-do. David texted REFILL." Anyone on the team can click Take it to assign it to themselves, or Mark done when it's handled.
Good to know
- To-dos are staff-only everywhere: families get no line, push or text about them.
- A team to-do is seen by that team's members and the people assigned; a to-do on a chat only by those of them who can open the chat. Admins see no extra to-dos.
- Someone who loses access to a chat keeps their to-dos on it assigned, but can't see them; reassign them from the chat.