To-do notes
Record actionable reminders, arrange dates and distinguish personal tasks from publishing work.
Updated
Open Tasks & notes for missing references, passages to check or everyday reminders. A small follow-up does not need its own AI conversation.
Create a task with an actionable title and put links or context in its body. Set dates, priority or other available fields, then check that it was saved.
Mark it complete after the work is done. Keep a clear next action on unfinished tasks rather than changing only their status.
Use notes for follow-ups such as finding original data, downloading an attachment again or checking a platform draft. Open a conversation with references when AI should help.
Completing a personal task does not approve a work or publish it. Check content dates in the Publishing planner and delivery status on the relevant output.
If a note is missing after switching workspaces, check the workspace and filters before creating a duplicate.
Q: Will AI execute a to-do automatically when its date arrives?
**A: ** To-dos record work and reminders. Start a conversation when you need AI to handle an item. Configure an automation separately for recurring execution.
Q: Does completing a to-do approve the related content?
**A: ** A to-do status only records progress on that item. Check content review and platform delivery in the corresponding artifact and task.