To-Do Automations

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.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

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

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 — see below.

## 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).

- *Name* — the to-do title. **Required.**

- *Assignee* — who it's for (defaults to the record owner — the lead owner, quote owner,

  project manager, etc.). **Required.**

- *Days until due* — sets the due date. **Required.**

- *Priority* — optional (defaults to Medium).

- *Description* — optional.

**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** (in-app notification) — sends an in-app notification about a

to-do to the person it's assigned to. *Message* required (supports `[ToDoName]`,

`[ToDoDescription]`, `[ToDoDueDate]`); optional severity.

## Ready-made templates

| Template | What it does | Trigger | Setup |

|---|---|---|---|

| **Create a callback to-do when a new lead arrives** | Adds a callback to-do for the lead owner. | Lead Created | Ready |

| **Create a kickoff to-do when a project starts** ⭐ | Adds a kickoff to-do for the project manager. | Project Created | Ready |

| **Create a follow-up to-do when a quote is issued** | Adds a follow-up to-do for the quote owner. | Quote Issued | Ready |

| **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.

## 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.