Todos
A todo is one commitment with a title and an owner; add it in one line, tick it off, and let Arvemo offer agent help.
A todo is one thing one person has committed to do. It needs only a title and an owner; the rest, such as a due date, a goal or the place it came from, is optional. Todos lists yours across all workspaces. Advisors and clients both have it.
Todos, Tasks and the agents' tasks#
- Todos is the place for people's commitments, across all workspaces. It exists on the web, on the Mac and on the iPhone and iPad. It is not part of the phone browser layout; use the app or a wider window.
- Tasks (web only) is the page of the workspace you have open.
- The work the agents do is also called tasks, but it is something else: it runs on the agent board. Agents own no todos.
Add a todo#
- Open Todos.
- Type a line into the field at the top ("What needs doing?") and press ↩. The Mac and the iPhone have an entry line as well.
- To give it to someone else, type @ and choose a name. The todo becomes hers and the name is taken out of the text. Without a name, you are the owner.
If you have several places, choose where it goes next to the field: a workspace, or My own space for advisors.
Tick off, change, remove#
Click the circle to tick a todo off; it moves to Done and stays there until you reopen it. Click the todo to open its detail: title, Due date, Who, workspace, a note, links and the comments. The foot offers Done, +1 week for a new due date a week later, and Remove. Removing asks nothing and has an undo for a few seconds.
On the web, with a todo selected: the arrow keys move, Space ticks it, ⌫ removes it, and ⌘↩ in the detail toggles done.
Groups and the board#
The list is grouped by due date: Overdue, Today, This week, Later and No date, and Done at the end, which you can fold with a click on its heading. A selector at the top switches between your own todos, one workspace and all workspaces. Board switches to a board of the team's todos with the owner on each card. The board needs a workspace, so it cannot show only your own.
Who sees my todos#
A todo in a workspace belongs to that workspace. A todo marked Only me stays off the team board. Advisors also have My own space for things that belong to no client. A person with the role Read changes no todo.
Agents help with a todo#
When you add a todo, Arvemo decides whether agents could substantially help. If so, it offers one to three concrete pieces of help on the todo, and in Proposals for advisors. You tick what you want and start it; Arvemo marks the todo while an agent works. The result arrives as a comment on the todo and as a document that waits in Approvals. When all the help is in, Arvemo may suggest ticking the todo off. The offers can be switched off in the agent settings (see Proposals).
Common questions#
Why do I not see Todos in my phone browser? That layout has no Todos place. Use the app, or a window wider than about 960 pixels.
Will I be reminded of an overdue todo? If the agent setting for deadlines is on, the PMO agent looks at due dates daily, asks a short question in the todo's comments and reminds the owner, at most once a week per todo. It does not change the todo itself.
What if I give a todo to a colleague by mistake? Open it and change Who.
Can an agent tick off my todo? Not on its own. It may suggest that the todo can be ticked off; a person decides. It does change a todo's deadline, owner or state if the advisor or the person the todo is assigned to tells it to in a comment.