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
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.