Things to do

Stay on top of your day with "Things To Do"

The "Things To Do" section provides a single place to view and manage your daily workload in Boxly.

What goes into Things to Do?

Leads

New Leads - See new customer leads from across all your Boxes.

New Replies - View unread comment replies from contacts.

Reply Laters - Access pinned leads to follow up on later.

Tasks

Today - Tasks due today appear here for easy access.

Next 7 days - Tasks due in the next 7 days appear here

Beyond 7 days - Tasks due in more than 7 days appear here

Overdue - Any overdue tasks are listed here for priority follow-up.


What Happens When You Action Items

  1. Leads leave your Things To Do when:

  • You reply

  • Add a task

  • Bin the lead

  • Add a note

  • Move lead from one box to another

2. Replies are marked read once you click on them.

3. Due/Overdue tasks stay in Things To Do until completed.


Benefits of Things to do

One place to view all your daily action items

Helps you prioritise your workload

Ensures important items don't slip through the cracks

Quick access to follow-ups and tasks

Stay on top of customer leads and tasks

Get an at-a-glance view of your daily to-do’s with the Things To Do section in Boxly.

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