The simple list for everything that is not about a Client.
Not everything you need to remember belongs to a Client. Renew the insurance, chase the bank, order more letterhead — that is what To-Do Lists are for. They are the simplest thing in Internoodle, and for a lot of people the most used.
This guide covers creating a list, keeping it useful, and knowing when something should be a Task against a person instead.
Go to Task Management › To-Do Lists. You will see any lists you have already made.
Click Add To Do List. Give it a name that says what it is for — “This week”, “Year end”, “Office”. A list called “Stuff” stops being read within a fortnight.
Type what needs doing. Keep each line to one action — “call the bank about the new account” rather than “banking”.
Lists are yours and stay where you left them. Edit as things get done, or keep a running list you prune weekly.
Rather than deleting, mark a list inactive. It drops to the bottom and out of your way, but you can still look back at what a project involved.
The rule is simple: if it is about a person, it belongs on their record.
| To-Do List | Renew business insurance · order supplies · set up the new bank account · plan the Year End |
| Task on a Client | Call Mary about her T1 · send John the engagement letter · follow up on the unpaid Invoice |
Anything about a Client put on a general list disappears from that Client’s history — which is exactly where you will look for it later.
One list per context, not per day. Daily lists become archaeology. A handful of standing lists you actually maintain works better.
Keep them short. A list of forty items is a wish, not a plan. If it is genuinely that long, it wants breaking into projects.
Review weekly. Five minutes on a Friday to clear what is done and drop what no longer matters is what keeps a list trustworthy.
Put the annual jobs in one. A standing “Year end” list you add to during the year is far easier than reconstructing it in March.
Do not use it as a filing cabinet. Notes about a Client belong on the Client. A to-do list is for actions.
To-Do Lists are deliberately separate from the Client database, because mixing the two is what makes both useless. Your Client records stay a clean history of the relationship; your lists stay a working set of things to do.
If something on a list turns out to be about a Client after all, move it — add it as a Task on their record so it becomes part of their history and can carry a Follow-Up.
I cannot find To-Do Lists in the menu. Task Management can be hidden in Custom Views. Switch it back on under User Settings.
My list disappeared. Check whether it was made inactive — inactive lists sit at the bottom rather than being deleted.
I want a shared team list. Lists are personal. For work you are handing to someone, a Task on the relevant Client record is visible to anyone with access to that Client.
I keep forgetting to look at it. Then the items probably belong on Client records with Follow-Ups, which surface on your Dashboard on their own.
No — lists are yours. Use a Task on a Client record for anything someone else needs to see.
No. To-Do Lists are passive by design. If you need chasing, use a Task with a Follow-Up flag, which appears on your Dashboard.
Most people settle on three or four: this week, the business, Year End, and one for a current project.
You can print the page from your browser. For anything more formal, Database Reports covers Client work rather than personal lists.
They stay until you make them inactive. Nothing expires on its own.
Not automatically — add it as a Task on the Client and remove it from the list. It takes seconds and puts it where you will look for it.
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