ArtCloud Manager - Dashboard
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How to use To-Dos

A simple, yet effective tool for setting reminders within ArtCloud

To-Dos are a great reminder tool within ArtCloud that allow you to keep up with your everyday tasks. Whether you're looking to follow up with an Opportunity or remind a staff member to send out an Invoice for payment, To-Dos are effective at helping you manage your business.


You can create and manage To-Dos in a few places on the platform. You'll notice your To-Dos when you first log into your ArtCloud account while on your Dashboard. It's a visual reminder for you when you first log in.Screen Shot 2021-03-30 at 9.32.22 AM

Once logged into your account and on your Dashboard, you'll want to select the blue Create To-Do button in the top right corner of the section.

Screen Shot 2021-03-30 at 9.35.32 AMNext a Create To-Do window will pop-up for you to create your new reminder. Here you can write your specific note, set the the due date, and even associate a Staff member with the task by clicking on the down arrow on the top menu. You can also associate a specific Contact with the task, but you don't have to!

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*You do not need to associate a Contact with your To-Do. This is optional.

Once you create your To-Do, you'll see the task populate on your Dashboard. If you need to edit your To-Do, you can click on the blue editing pencil on the far right of the task.

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Marketing/Sales - To-Do's Dashboard

You can also see a full complied list of your current & past To-Dos on the To-Do Dashboard under your Marketing/Sales section within ArtCloud Manager.

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You can manage all of your tasks in one place, including the ability to see the different tasks for each staff member, search by Open, Closed, & Overdue tasks, and even export your To-Do lists. You can find more specifics about this Dashboard in our To-Do Dashboard article.

Opportunities - PRO+

You can also create a To-Do directly from your Opportunity record. Once in your Opportunities sub section of Marketing/Sales, you can click on the Lead or Opportunity and Create a To-Do directly from their record.

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Suggested Reading:

- Navigating the ArtCloud Dashboard

- Navigating the To-Do Dashboard