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✅ How to Create and Manage To-Do Lists in Britixo?
The To-Do List feature in Britixo is a lightweight personal productivity tool built into your dashboard. Unlike the more advanced task management features tied to projects or clients, To-Do Lists are ideal for quick personal reminders , non-project activities , or general notes to help you stay organised day-to-day.
This article walks you through creating, editing, reordering, and managing your To-Dos in Britixo.
Accessing the To-Do List.
Log in to Britixo : https://britixo.com/app/login
From your Dashboard , scroll down or locate the To-Do Widget on the screen
If it’s not visible, you can enable it via Dashboard Widgets Settings
Creating a New To-Do Item.
Locate the To-Do section
Click the “+ Add To-Do” or enter your task directly in the input field
Type your task or note (e.g., “Call supplier before 2 PM”)
Press Enter or click Save
Your item will appear immediately in the list.
Marking Tasks as Completed.
To mark a To-Do as completed:
Click the checkbox to the left of the task
The item will be strikethrough and moved to the bottom of the list
You can view all completed items for reference or delete them when no longer needed.
Editing or Reordering To-Do Items.
Britixo’s To-Do List keeps things simple:
Edit : Hover over a task and click the pencil icon to update the text
Reorder : Drag and drop To-Do items to manually reorder your list
Delete : Click the trash icon next to a To-Do to remove it permanently
Note: There's no date or reminder functionality attached to these items—they're designed for quick, self-managed notes.
Who Can See To-Do Items?
To-Do Lists are private to each staff member
No other staff or admin can view or assign your To-Dos
Ideal for personal task management within the CRM environment
Use Cases for To-Do Lists.
Remind yourself to respond to a message
Create a quick call-back list
Note a manual billing follow-up
Add non-client-specific tasks (e.g., "Update pricing sheet")
Track small personal items (e.g., "Submit expenses by Friday")
Permissions.
All active staff accounts have access to their own To-Do List
There's no permission required unless dashboard widgets are disabled
Admins can manage widget visibility via staff role settings
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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