---
title: "Things to do"
description: "Stay on top of your day with \"Things To Do\""
url: https://help.boxly.ai/en/articles/8376036-things-to-do
collection: "Getting Started"
updated: 2026-11-06
language: en
---

# 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 has changed in your things to do in 2025?

* * *

> Things to do now opens up like a Box with panels.
> 
> **Leads can be added manually in your Things to do**
> 
> **If you have an upgraded Location Plan**, you can now toggle between the locations you have access to and view your “**Things to do**” for specific locations
> 
> **You can view your "Things to Do" list based on the assigned team member.** Simply click on the team member's name at the top-left corner of the "**Things to Do**" section (your name will be selected by default). From there, choose the team member whose "**Things to Do**" you wish to view.

![](https://staticfiles.gleap.io/ghelparticle/xaEwWkeEvhEMYK6x7O6mGf7ulYjWBXyr2ruiNorNTdZv7I0NTzDTZ6De2qZDGXO08skAahRZKce.png)

## Add new leads in Things to do

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✅ Click on “**\+ Lead**” and add a lead directly from **Things to do.**

![](https://staticfiles.gleap.io/ghelparticle/Zdzsyh5DgaLTcZ6aXWoUA3V3BGZiZ0r6oYYzu0A3FeK24QElPZVJDIuXzWgKngfM6yRsh222tt9.png)

✅ Click “**Customise this form**”, create your form and add all the relevant details.  
✅ Once all details are added for your new lead, click “**Add**”.

![](https://staticfiles.gleap.io/ghelparticle/4hqsk6RHhpZHEVKl68gcxT8LDvBTolo4bi6oITS9xr8q9uSE0TRRL4lpgaBBkQogMlJS5Xt883u.png)

## What goes into Things to Do?

* * *

![](https://staticfiles.gleap.io/ghelparticle/QUwvg0M80ewNnLOU7ew2Msjhw6E1AelGe2NrXxCUlKjLlv5Ri3Z3NgMIvFxHQFsZjOunQLzI32F.png)

> **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.

> **Mentions**
> 
> All **“@”** - mentions of users and notes will appear in your **Mentions** section of Things to do.

## 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.

## 🧹 Clear leads from Things to Do

* * *

You can now remove a lead from Things to Do once it no longer needs any action.

> **Why this matters:**  
> Your TTD stays clean and focused, so your team can prioritise leads that still need follow-up.

![](https://staticfiles.gleap.io/ghelparticle/1v5mZyFLjuOdW1WIeiyUh6qgjY5gMOCoJhfF8anBLvHiu5XttHp0teVYIYoeAPGPpIcVAiyQ59U.png)

* * *

Boxly is here to help you work smarter, not harder, let’s keep streamlining your lead management together!

> Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!