To-Do Automation Workflows

To-dos are WorkGuru's lightweight task list. Automations can create to-dos off almost any event - a new lead, a new project, an issued quote and remind people about them.

To-Do Triggers

• To-Do Timer - | Timer (daily) | Runs daily over **open** to-dos (not yet completed). Used for reminders about outstanding to-dos. |

Note: To-dos are most often created by automations on other triggers (Lead Created, Project Created, Quote Issued, Project Status Updated). The Create To-Do action is available on those triggers.

To-Do Conditions

Common to-do fields to filter on:

• Completed By/Date - is a to-do complete?
• Due Date - is the to-do outstanding?

To-Do Actions

• Create To-Do - creates a to-do and links it to whatever raised the event (lead, quote, project, form completion, or another to-do).
• Complete To-Do - marks the triggering to-do as complete (optionally with a note). Leaves an already-complete to-do untouched.
• Notify To-Do Assignee - sends an in-app notification about a to-do to the person it's assigned to. *Message* required (supports ToDoName,ToDoDescription, ToDoDueDate); optional severity.
• Send Project Chat Message - posts a message into the project's chat channel as GuruBot. Just a *Message* (supports project placeholders).
• Send Project Email - emails the project's client, manager, contact or billing contact. *To*, *Subject* and *Message* required; optional document template and product file attachments. Supports project placeholders.
• Send Project Notification- sends an in-app notification to the project manager, a chosen user, or all users. *Message* required; optional severity.

Automation Library To-Do Templates

• Create a callback to-do when a new lead arrives - | Adds a callback to-do for the lead owner. | Lead Created
• Create a kickoff to-do when a project starts ⭐ -  | Adds a kickoff to-do for the project manager. | Project Created
• Create a follow-up to-do when a quote is issued - | Adds a follow-up to-do for the quote owner. | Quote Issued
• Create a review to-do when a project is completed - | Adds a wrap-up to-do when a project reaches your completion status. | Project Status Updated | Choose status |

⭐ = popular.

To-Do Workflow Tips

• Because Create To-Do links the new to-do to the triggering record, the assignee can open it and see the lead/quote/project it relates to.
• Use To-Do Timer + Notify To-Do Assignee to nudge people about to-dos that are coming due or overdue.