Considerations for Using the To Do List

Keep these considerations in mind when working with the To Do List.

Available in: Lightning Experience in Professional, Enterprise, Performance, and Unlimited editions.

Available in: Professional, Enterprise, Performance, and Unlimited Editions

Sorting by lead score is limited based on the last modified date.
Sort by score looks at records that have been modified in the last 90 days.
Selecting multiple filters works cumulatively; all of the filters must be true for a record to appear.
When targets are added to cadences, a cadence list appears in the To Do List automatically. Cadence Lists will only be visible if there are active Cadence Tasks and will appear on the date they’re due.
The Work Items section only appears if there are open work items to complete.
You can have up to 10 custom labels.
Filtering by related Account returns To Do items related to the Account and to the Account's Contacts.
The search bar offers shortcuts to other labels and select filters. Task subject and description are the only searchable fields.
To Do List items are specific to the user. Other users can’t see your To Do List, and the To Do List isn’t reportable.
Items owned by a queue aren’t supported in the To Do List

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