Create a one-off to-do

Who can use this: Any team member

Available on: Gong Engage

Ideal for: Sales rep

Create one-off to-dos for follow-up actions that are not part of a flow, including reminders, deal next steps, and work you assign to a team member.

Create a one-off to-do

Create a one-off to-do for any follow-up action not generated by a flow or Gong. You do not need to be the contact or lead owner to create a one-off to-do for them.

To create a one-off to-do:

1. From the left sidebar, click To-dos.

2. Click + New to-do.

3. Select the to-do type, which is Email by default:

   • Email or Call: Select the contact or lead. For contacts, the connected account appears automatically. For leads, no account is shown.

   • Task: Selecting a person is optional. You can choose an account only.

4. (Optional) Select a related deal. You must be a deal owner to associate a to-do with a deal.

5. Set a due date. Click Show time to add a specific time.

6. (Optional) Select a priority level: Low, Medium, High, or Critical. Defaults to Medium.

7. Add a title and any notes.

8. Click Save.

The to-do appears in your To-dos list under the relevant activity type.

Assign a one-off to-do to a team member

Required permissions:

Assign flows and to-dos to others (managers can assign without this permission).

Assign a to-do to a team member to keep follow-up visible and accountable. Both you and the assignee need access to the related contact and deal. You can also assign a to-do from account view, person view, pipeline view, and the Gong extension.

When you assign a to-do to a team member:

• It appears for both you and the assignee in context under the relevant contact, deal, or account.

• The assignee sees a "Created by" indicator with your name.

• The assignee can work on, dismiss, or update the due date, but cannot edit the to-do or reassign it.

• You can view, edit, mark complete, or dismiss the to-do at any time. You cannot send the assignee's follow-up email.

• The assignee can filter to see all one-off to-dos that others assigned to them.

To assign a one-off to-do:

1. From the left sidebar, click To-dos.

2. Click + New to-do.

3. Select the to-do type.

4. In the Assign to field, select Someone else, and then select the team member to assign the to-do to.
   Note: Inactive team members do not appear in the list.

5. Select the contact or lead.

6. (Optional) Select a related deal.

7. (Optional) Select a priority level.

8. Add a due date, title, and any notes.

9. Click Save.

Edit a one-off to-do

Edit a one-off to-do when the details change after you have created it. For example, update the due date, fix the title or notes, or change the associated person. As the creator, you can edit the to-do at any time. Assignees can update the due date and time but cannot make other edits.

To edit a one-off to-do:

1. From the left sidebar, click To-dos.

2. Hover over the to-do you want to edit and click the More actions icon .

3. Click Edit.

4. Update the fields you want to change.

5. Click Save changes.

Frequently asked questions