---
title: How to Use To-Dos
description: Create and manage tasks across your account.
---

[Skip to content](https://help.artcloud.com/knowledge/how-to-use-to-dos#main-content)

English - United States

Show submenu for translations

[Submit a Support Ticket](https://help.artcloud.com/knowledge/kb-tickets/new?hsLang=en-us)

[![ArtCloud Full Combo Logo-4](https://help.artcloud.com/hs-fs/hubfs/ArtCloud%20Full%20Combo%20Logo-4.png?width=250&height=75&name=ArtCloud%20Full%20Combo%20Logo-4.png)](https://www.artcloud.com)

Open main navigation

Close main navigation

- English - United States
  
  Show submenu for translations
- [Submit a Support Ticket](https://help.artcloud.com/knowledge/kb-tickets/new)
- [Login](https://hello.artcloud.com/login)

[Login](https://hello.artcloud.com/login)

 How can we help you?

- There are no suggestions because the search field is empty.

1. [ArtCloud Knowledge Base](https://help.artcloud.com/knowledge?hsLang=en-us)
2. [ArtCloud Manager - Sales & Marketing](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us)
3. [To-Dos](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#to-dos)

October 2, 2026

# How to Use To-Dos

## Create and manage tasks across your account.

To-Dos help you stay on top of tasks and activities. With multiple users in the account, To-Dos are a great way to see what others are doing and where projects stand.

### Create a To-Do

Click "Add To-Do" and fill out the form.

- Enter details about what needs to happen.
- Assign a due date.
- Associate a contact.

![Screenshot 2026-10-02 at 2.18.50 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-10-02%20at%202.18.50%20PM.png?width=600&height=310&name=Screenshot%202026-10-02%20at%202.18.50%20PM.png)

If you have multiple users in the account, you can also delegate To-Dos.

Create and manage To-Do's in four places:

1. [ArtCloud Dashboard](https://help.artcloud.com/knowledge/how-to-use-to-dos#dashboard)
2. [To-Do's](https://help.artcloud.com/knowledge/how-to-use-to-dos#todos)
3. [Contact Records](https://help.artcloud.com/knowledge/how-to-use-to-dos#contacts)
4. [Opportunity Records](https://help.artcloud.com/knowledge/how-to-use-to-dos#opportunities)

### ArtCloud Dashboard

On the ArtCloud dashboard, a section at the top right is dedicated to To-Dos.

- Toggle between all tasks and your tasks.
- Check off completed tasks.
- Click the pencil icon to edit the task.
- View tasks by due date.

![Screenshot 2026-10-02 at 1.53.12 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-10-02%20at%201.53.12%20PM.png?width=670&height=332&name=Screenshot%202026-10-02%20at%201.53.12%20PM.png)

### To-Dos

Navigate to Sales & Marketing \>\> [To-Dos](https://pro.artcloud.com/#/todos)for a full list of current and past to-dos.

- Filter by user and status (open, closed, and overdue).
- Edit your view.
- Export a PDF.
- Check off tasks.
- Create, edit, or delete tasks.

![Screenshot 2026-10-02 at 1.59.16 PM](https://help.artcloud.com/hs-fs/hubfs/Screenshot%202026-10-02%20at%201.59.16%20PM.png?width=670&height=326&name=Screenshot%202026-10-02%20at%201.59.16%20PM.png)

Read more: [Navigating the To-Do List](https://help.artcloud.com/knowledge/navigating-the-to-do-list?hsLang=en-us)

### Contact Records

Create and view contact-specific To-Dos, like sending a follow-up email, preparing an invoice, or checking in after a visit.

![conact](https://help.artcloud.com/hs-fs/hubfs/conact.gif?width=670&height=327&name=conact.gif)

View open and completed To-Dos on the Activities tab.

### Opportunities

**Note:** Access to Opportunities depends on your ArtCloud subscription. Read more: [What are Opportunities?](https://help.artcloud.com/knowledge/what-are-opportunities?hsLang=en-us)

Create and view Opportunity-specific To-Dos, like creating an invoice or sending an offer. To-Dos on Opportunities are automatically assigned to the associated contact.

![to-do](https://help.artcloud.com/hs-fs/hubfs/to-do.gif?width=670&height=327&name=to-do.gif)

Click "Show Details" to view open To-Dos, and view all To-Dos on the To-Dos tab.

- [Welcome to ArtCloud](https://help.artcloud.com/knowledge/welcome-to-artcloud?hsLang=en-us#main-content)

    - [Subscription](https://help.artcloud.com/knowledge/welcome-to-artcloud?hsLang=en-us#subscription)
    - [Navigation](https://help.artcloud.com/knowledge/welcome-to-artcloud?hsLang=en-us#navigation)
    - [Records](https://help.artcloud.com/knowledge/welcome-to-artcloud?hsLang=en-us#records)
    - [Extras](https://help.artcloud.com/knowledge/welcome-to-artcloud?hsLang=en-us#extras)
- [Getting Started Series](https://help.artcloud.com/knowledge/getting-started-series?hsLang=en-us#main-content)

    - [Manager](https://help.artcloud.com/knowledge/getting-started-series?hsLang=en-us#manager)
    - [Website Builder](https://help.artcloud.com/knowledge/getting-started-series?hsLang=en-us#website-builder)
- [ArtCloud for Artists](https://help.artcloud.com/knowledge/artcloud-for-artists?hsLang=en-us#main-content)

    - [Gallery Connections and Consignments](https://help.artcloud.com/knowledge/artcloud-for-artists?hsLang=en-us#gallery-connections-and-consignments)
    - [Data Import](https://help.artcloud.com/knowledge/artcloud-for-artists?hsLang=en-us#data-import)
    - [Account Settings](https://help.artcloud.com/knowledge/artcloud-for-artists?hsLang=en-us#account-settings)
- [Account Settings](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#main-content)

    - [Profile](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#profile)
    - [Billing & Subscription](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#billing-subscription)
    - [Locations](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#locations)
    - [Configuration](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#configuration)
    - [Email Templates](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#email-templates)
    - [Collateral Style](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#collateral-style)
    - [Stripe Integration](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#stripe-integration)
    - [Other Integrations](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#other-integrations)
    - [User Management](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#user-management)
    - [Data Import](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#data-import)
    - [Tag Management](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#tag-management)
    - [Batches](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#batches)
    - [Merge Contacts](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#merge-contacts)
    - [Blocked Emails](https://help.artcloud.com/knowledge/account-settings?hsLang=en-us#blocked-emails)
- [ArtCloud Website Builder](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#main-content)

    - [Understanding the Website Builder](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#understanding-the-website-builder)
    - [Design](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#design)
    - [Pages](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#pages)
    - [Blocks / Snippets](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#blocks-snippets)
    - [Resource Templates - Artist Profile](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#resource-templates-artist-profile)
    - [Resource Templates - Inventory Detail](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#resource-templates-inventory-detail)
    - [Resource Templates - Exhibition Detail](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#resource-templates-exhibition-detail)
    - [Resource Templates - Header](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#resource-templates-header)
    - [Resource Templates - Footer](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#resource-templates-footer)
    - [Other Resource Templates](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#other-resource-templates)
    - [Inventory Block Configuration](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#inventory-block-configuration)
    - [Artist Block Configuration](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#artist-block-configuration)
    - [Exhibition Block Configuration](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#exhibition-block-configuration)
    - [Blog](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#blog)
    - [Media](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#media)
    - [Settings](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#settings)
    - [Navigation](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#navigation)
    - [Domains](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#domains)
    - [Tips and Tricks](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#tips-and-tricks)
    - [Extras](https://help.artcloud.com/knowledge/artcloud-website-builder?hsLang=en-us#extras)
- [ArtCloud Manager - Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-dashboard?hsLang=en-us#main-content)

    - [Messages](https://help.artcloud.com/knowledge/artcloud-manager-dashboard?hsLang=en-us#messages)
    - [New Arrivals](https://help.artcloud.com/knowledge/artcloud-manager-dashboard?hsLang=en-us#new-arrivals)
- [ArtCloud Manager - Inventory](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#main-content)

    - [Inventory Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-dashboard)
    - [Inventory Record Overview](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-record-overview)
    - [Inventory Record - Financial](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-record-financial)
    - [Inventory Record - Uploads](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-record-uploads)
    - [Inventory Record - Marketplace/Website](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-record-marketplace-website)
    - [Inventory Record - History](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#inventory-record-history)
    - [Editions](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#editions)
    - [Exhibitions](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#exhibitions)
    - [Quicklists](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#quicklists)
    - [Consignment](https://help.artcloud.com/knowledge/artcloud-manager-inventory?hsLang=en-us#consignment)
- [ArtCloud Manager - Artists](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#main-content)

    - [Artists Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artists-dashboard)
    - [Artist Record - Profile](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artist-record-profile)
    - [Artist Record - Contact](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artist-record-contact)
    - [Artist Record - Consignment](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artist-record-consignment)
    - [Artist Record - Payments](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artist-record-payments)
    - [Artist Record - Marketplace/Website](https://help.artcloud.com/knowledge/artcloud-manager-artists?hsLang=en-us#artist-record-marketplace-website)
- [ArtCloud Manager - Invoices](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#main-content)

    - [Invoices Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#invoices-dashboard)
    - [Invoice Record - Invoice](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#invoice-record-invoice)
    - [Invoice Record - Payments](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#invoice-record-payments)
    - [Logistics and Purchase Orders](https://help.artcloud.com/knowledge/artcloud-manager-invoices?hsLang=en-us#logistics-and-purchase-orders)
- [ArtCloud Manager - Contacts](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#main-content)

    - [Contacts Dashboard](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contacts-dashboard)
    - [Contact Records](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-records)
    - [Contact Record - Interests](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-record-interests)
    - [Contact Record - Opportunities](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-record-opportunities)
    - [Contact Record - Activities](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-record-activities)
    - [Contact Record - Purchase History](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-record-purchase-history)
    - [Contact Record - Financial](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#contact-record-financial)
    - [Audiences - ArtCloud Marketing](https://help.artcloud.com/knowledge/artcloud-manager-contacts?hsLang=en-us#audiences-artcloud-marketing)
- [ArtCloud Manager - Sales & Marketing](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#main-content)

    - [Private Views](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#private-views)
    - [To-Dos](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#to-dos)
    - [Campaigns - ArtCloud Marketing](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#campaigns-artcloud-marketing)
    - [Promo Codes](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#promo-codes)
    - [Opportunities - ArtCloud Sales](https://help.artcloud.com/knowledge/artcloud-manager-sales-marketing?hsLang=en-us#opportunities-artcloud-sales)
- [ArtCloud Manager - Analytics](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#main-content)

    - [Analytics Overview](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#analytics-overview)
    - [Sales Over Time](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#sales-over-time)
    - [Payments](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#payments)
    - [Taxes](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#taxes)
    - [Artist/Consigner Payments](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#artist-consigner-payments)
    - [Commission](https://help.artcloud.com/knowledge/artcloud-manager-analytics?hsLang=en-us#commission)
- [The ArtCloud Marketplace](https://help.artcloud.com/knowledge/the-artcloud-marketplace?hsLang=en-us#main-content)

    - [Marketplace](https://help.artcloud.com/knowledge/the-artcloud-marketplace?hsLang=en-us#marketplace)
- [Privacy and Terms](https://help.artcloud.com/knowledge/privacy-and-terms?hsLang=en-us)
- [ArtCloud Announcements](https://help.artcloud.com/knowledge/artcloud-announcements?hsLang=en-us)

[![Logo\_Signifer\_Graphite\_CMYK](https://help.artcloud.com/hs-fs/hubfs/Logo_Signifer_Graphite_CMYK.png?width=63&height=73&name=Logo_Signifer_Graphite_CMYK.png "Logo_Signifer_Graphite_CMYK")](https://www.artcloud.com)

Copyright © 2026, Artlogic Media Limited