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Your to-do list

LiveFor: All staff

Personal to-dos grouped by when they are due.

To-do in the sidebar is your own list of small tasks, separate from jobs.

My to-do list with tiles All completed, Last week, Today, This week, Next week and Later, an Add Item button and an Add Filter link.
My to-do list.

The tiles sort your to-dos by their date: All completed, Last week, Today, This week, Next week and Later.

  1. Press Add Item.

    The Add Item dialog with Assign to, To-do date, Due date, Title and Description, and Cancel and Add buttons.
    Add Item.
  2. Choose who it is for in Assign to (yourself, or a colleague).

  3. Set the To-do date (when to do it) and, if it has one, the Due date.

  4. Give it a Title and an optional Description, then press Add.

Tick a to-do to complete it. Select several to change their status, assignee or due date together, or to delete them.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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