Dashboard To-Dos

Add tasks, assign teammates with @, link an order with /, and manage your dashboard to-do list.

Written By Dennis Rodin

Last updated 9 days ago

Find it on your Dashboard: the to-do card in the top-left, titled Your Personal Tasks (it can also read Team tasks or {First name}'s tasks depending on what you're viewing). Use it to jot quick tasks, give each one a priority, assign it to one or more teammates, and link it straight to an order.

Tasks are saved on the server, so they survive a refresh and are shared across your company. They're not just stored in your browser.

Add a task

Click the blue + button in the card header, or the Add a task button when the card is empty. The composer opens with the placeholder "Add a task (@ to assign, # to link an order)."

Type your task, then press Enter or click the blue check to save it. Press the X to cancel. Inside the composer, Shift+Enter adds a new line instead of saving.

Assign people with @

Type @ in the composer to open a list of your team members. Pick someone and their first name is inserted as a grey chip (for example @Jane), and that person becomes an assignee of the task. Mention as many people as you like, and every @mention becomes an assignee.

If you don't mention anyone, the task is assigned based on what you're viewing: to you under "Just me," to the selected member under a member view, or left unassigned under "Everyone."

Type # to open the Link an order search. Type at least 2 characters of the order's name or number, then pick it from the list. The order's name appears as a grey chip in the task.

On a saved task, click that grey chip to open the order right there on the dashboard in a quick popup, so you don't leave the page. A task can link to one order at a time.

Set a priority

Below the composer are the priority chips. Pick one (it's single-select):

  • HIGH PRIORITY

  • ACTION NEEDED: the default

  • URGENT

  • INFO

Each task shows a single priority badge. You can change the priority later on a saved task in edit mode.

Manage assignees on a task

Each task row shows its assignees as stacked avatars, up to three, then a +N badge for the rest. A task with nobody on it shows a dashed-circle add button.

Click the avatars (or the add button) to open the Assign to {task} popover: "Pick one or more team members." Search for a teammate, check or uncheck people, or use Clear all to remove everyone. Changes save right away.

Choose which tasks you see

The card title is a dropdown: Show tasks for. Switch between:

  • Just me: tasks assigned to you

  • Everyone: all tasks across your team

  • A specific team member: that person's tasks

The card title updates to match: "Your Personal Tasks," "Team tasks," or "{First name}'s tasks."

Undo removing yourself

While viewing Just me, if you take yourself off a task it would normally drop off your list. To give you a moment, an inline notice appears in its place: "You took yourself off this task. Unless you undo, it will drop off your list.", with an Undo button and a roughly 10-second countdown. Click Undo to put yourself back on the task.

Good to know

  • Mentions use a teammate's first name only, so two people with the same first name share the same @ chip.

  • The order link is matched by the order's name in your task text. If you delete that name from the text, the link drops; if the linked order is deleted, the task keeps existing but loses the chip.

  • Edits are optimistic: the card updates instantly and rolls back with an error message if the server can't save the change.

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