Use to-do notes from any page

Your personal to-do list stays in the top bar so you can capture and check off notes without leaving the page you are working on.

Select the to-do list icon between New and Notifications, type a to-do, and press Enter. The input stays ready so you can add several notes in a row without reaching for the mouse. Your notes are private and visible only to you.

To connect a note to an Essential record, type @ followed by a name and choose a customer, property, contact, job, quote, invoice, or subscription — purchase orders too, once Inventory is turned on for your business. You can link up to 20 records in one note. Recognized names appear as teal links inside the note; select one to open that record. Delete the @name text while editing to remove its record link.

Use the Up and Down arrow keys to move through the list. Press Enter or E on a selected note to edit it, Enter to save, or Escape to cancel.

Select the checkbox when a to-do is done. Completed notes move into the collapsed Completed list, where they load 50 at a time and can be restored. If there are more, select Load more completed. Select the trash icon to remove a note permanently.

The menu remembers whether it was open or closed through page changes and reloads in the current browser tab. Closing the tab resets that preference.

Where to find it: To-do list icon in the top bar, between New and Notifications

Related guides

• Common Workflows