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Things to do

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

Updated over 5 months ago

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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