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My To-Dos Overview

My To-Dos: Overview

My To-Dos is a personal task list that appears on the Overview tab of every Pipeline. It surfaces the Actions assigned to you that need attention most — so when you open a Pipeline, you can see exactly what's coming up and what's overdue without having to search through every Opportunity individually.

Where to Find My To-Dos

My To-Dos appears on the Overview tab of any Pipeline you navigate to. It sits below the Summary card.

It is personal — you only see Actions assigned to you. Other team members see their own to-do list when they view the same Pipeline.

What My To-Dos Shows You

My To-Dos displays your three most pressing unverified Actions within the Pipeline, prioritized in this order:

  1. Overdue actions first — any unverified Actions where the Action date has already passed, sorted with the oldest overdue Action at the top

  2. Upcoming actions next — if you have no overdue Actions, the list shows your soonest upcoming unverified Actions instead

Only Actions that meet both of the following criteria will appear:

  • Assigned to you specifically

  • Unverified — once an Action is verified, it is removed from the list

The list shows a maximum of three Actions at a time. This is intentional — My To-Dos is designed to give you a quick, focused view of your most immediate priorities, not a full history of everything on your plate.

Overdue Action Alerts

If you have unverified Actions with a past Action date, a banner will appear at the top of the Pipeline Overview tab notifying you of how many tasks are overdue.

The banner includes a View Tasks link that takes you to the Pipeline's Opportunities tab, where your Opportunities are sorted with the most urgent Actions at the top.

The banner will continue to appear until all overdue Actions assigned to you within that Pipeline have been verified.

Tips

  • My To-Dos resets as you verify Actions. As you work through your tasks and verify Actions, they drop off the list and the next most pressing ones take their place. Keep your Actions verified and up to date to get the most accurate view of what's next.

  • Check My To-Dos when you open a Pipeline. It's designed to be your starting point — a quick read on what needs your attention before you dive into the full Opportunities list.

  • Actions only appear here if they're assigned to you. If an Action isn't showing up in your to-do list, check whether it's assigned to the correct user. Unassigned Actions won't appear for anyone.

  • My To-Dos is Pipeline-specific. Each Pipeline has its own My To-Dos section showing only Actions within that Pipeline. To see all Actions across all Pipelines at once, use the All Opportunities tab on the main Pipelines page and sort by Next Action Date.