Agenda

the to-do list
The To-Dos List 3:06

The Agenda tab is a list view of all your to-dos items, tasks & events. Viewing tasks in a list view is a great way to filter your tasks and events to receive weekly agenda reports, to-do reports for specific deals, or daily agendas for users on your PipelineDeals account.


To-dos lists

Click on the Agenda tab then either select a list from the saved list dropdown or add/remove columns, filter and sort the data to save as a new list.

NOTE: contact your admin if you do not have the ability to export

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Completed todos

Add the Completed column to any list and filter for "no" so that only your outstanding todo items populate your agenda!

 

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