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