To-Dos

To-Dos are short-term action items that keep your team accountable between meetings. In EOS, To-Dos have a 7-day deadline by default -- they are meant to be completed before the next L10 Meeting.

Overview

The To-Dos page lists the team's To-Dos in a table with the title, owner, due date, and status:

• Pending -- Not yet completed
• Overdue -- Not completed, and the due date has passed
• Completed -- Done by the owner

On a phone each To-Do is a card with its checkbox and title on top, the details below, and the ⋯ menu on the right.

Creating a To-Do

To create a new To-Do:

1. Navigate to To-Dos in the sidebar.
2. Click Add To-Do.
3. Fill in the form:

Field	Description
Title	Clear, actionable description
Owner	Person responsible for completing it (type a name to find them in a long list)
Due Date	Defaults to 7 days from today
Description	Optional additional context

To-Dos can also be created from other parts of the application:

• L10 Meeting IDS segment -- When solving an issue, create a To-Do directly.
• Issues page -- Convert an issue resolution into a To-Do.
• Meetings Conclude segment -- Capture action items during meeting wrap-up.

TIP

Write To-Dos as clear, actionable statements. "Call vendor about pricing" is better than "Vendor follow-up". The owner should know exactly what needs to be done.

Editing and Deleting To-Dos

To change a To-Do, open the ⋯ menu on the To-Do and click Edit. You can update the title, owner, and due date.

• MEMBER users and above can create and edit To-Dos. New To-Dos default to a due date 7 days from today.
• Deleting a To-Do is limited to ADMIN and OWNER roles and asks for confirmation first. Deleted To-Dos cannot be restored.

Assigning Owners

Every To-Do must have an owner -- the single person responsible for getting it done. In EOS, shared ownership is avoided because it diffuses accountability.

Only team members can be assigned as owners. If you need to assign a To-Do to someone on another team, create it on their team's To-Do list instead.

Due Dates

By default, To-Dos are due in 7 days, aligning with the weekly L10 Meeting cadence. You can adjust the due date when creating or editing a To-Do.

To-Dos that are past due are highlighted with a visual indicator, making them easy to spot during the To-Do Review segment of the meeting.

Completing To-Dos

To mark a To-Do as complete:

1. Click the checkbox next to the To-Do (or choose Mark Complete in its ⋯ menu).
2. The title is struck through and the status changes to Completed.

During the To-Do Review segment of the L10 Meeting, each owner reports whether their To-Dos are done or not done.

INFO

The goal is a 90%+ completion rate each week. If your team consistently falls below this, it may indicate that To-Dos are too ambitious or that accountability needs strengthening.

The Dashboard tracks this rate: its To-Dos pillar is the share of the To-Dos due in the last 4 weeks that were done by their due date (target 90 %). A To-Do ticked off after its due date counts as late. Overdue To-Dos appear under Needs attention, To-Dos done in the last 7 days under Wins.

To-Do Review in Meetings

During the L10 Meeting To-Do Review:

1. The facilitator reads each To-Do.
2. The owner responds with "Done" or "Not Done."
3. Done To-Dos are checked off.
4. Not Done To-Dos are either carried forward (with a new due date) or dropped to the Issues list if they represent a recurring problem.

This review should take no more than 5 minutes. Keep it fast -- just status, no discussion.

Filtering and Sorting

The filter bar above the list replaces the former All / Pending / Completed / Overdue tabs:

• Search -- in the title
• Status -- Pending or Completed
• Owner -- one or more team members
• Due -- Overdue, This week (due by the end of the current week), or Later

For example, Owner = you and Due = Overdue + This week shows what you still have to do before the next meeting. The filters are kept in the address, so a link or a reload shows the same list -- see Filtering Lists.

Click a column header (Title, Owner, Due Date, Status) to sort by it, and click again to reverse the order. Sort by due date to see the most urgent items first.

Best Practices

• One owner per To-Do. Never assign a To-Do to "the team." Pick one person.
• 7-day default. Keep the weekly cadence. If something takes longer, break it into smaller To-Dos.
• Actionable titles. Start with a verb: "Call", "Send", "Review", "Complete", "Schedule".
• Review weekly. Do not let undone To-Dos accumulate. Address them in the L10 Meeting.
• Track completion rate. The 90%+ target is a key indicator of team accountability.

Related Pages

• L10 Meetings -- To-Dos are reviewed and created during meetings
• Issues -- Solving issues often produces To-Dos
• Dashboard -- The To-Dos pillar and the weekly flow of To-Dos