To-dos are a powerful way for you and your team to manage tasks that need to be completed. You can add to-dos to most record types and screens in your Aha! account.

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Create a to-do

There are two types of to-dos.

  • To-dos have a Name, Description, Assignee, and Due date. Assignees mark the to-do complete when they have completed the task.

  • Approval to-dos function like to-dos with two key differences:

    • They have additional resolution options. Users can choose to Approve, Approve with changes, or Reject an approval to-do.

    • They can be configured as part of a workflow approval gate in your status workflow, where they are assigned to a workflow approval group.

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You can create either type of to-do from the To-dos section of a record, including requirements attached to features and activities. Click the (+) button, select the to-do type, then fill out the to-do. Click Save to create your to-do, or click Click here to add another to create multiple to-dos.

Note: If used as part of a fixed workflow, approval to-dos will appear automatically in the Workflow approvals section of a record.

To-dos do not have to be attached to an Aha! record. Click the + button in the upper righthand corner of your screen to create a private to-do.


Assign to-dos

When you create and assign a to-do, or add or remove to-do assignees, the relevant users receive an email and a notification from Aha! with a link back to the relevant record. You can also assign to-dos to yourself (though Aha! will not notify you in that case).

Note: You can create a to-do three ways: from an individual record, through a fixed workflow, or by clicking the + dropdown in the upper right of Aha! to create a to-do not associated with any records. Users can choose to opt out of Aha! notifications on a per-workspace level, but since to-dos that aren't associated with any records also aren't associated with any workspace, users will always receive notifications about those to-dos.


Organize to-dos

To-dos are manually sortable so they can be organized based on due date or other personal preferences. To sort, hover over a to-do until the cross appears. Then click and drag the to-do to your preferred order.

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Report on to-dos

Like any record type in Aha!, you can report on to-dos.

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  • Build reports on to-dos and their associated attributes, such as assignee, status, and due date.

  • On any record using a fixed workflow, scroll down to the Workflow approvals section and click View in pivot report to view a pre-built report on the approvals by record and status transition.

  • Navigate to your My work page to get a quick snapshot of your to-dos, or to-dos for members of your team.


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