Who can use this: Any team member
Available on: Gong Engage
Ideal for: Sales rep
From the left sidebar, click To-dos to open your to-do list. Use the tabs, filters, grouping, and sorting options on this page to find the right items and arrange your list for the current work session.
Set up your view
Customize your view to focus on the right to-dos. By default, your to-do list shows all to-dos sorted by priority first, then by due date.
To set up your view:
From the left sidebar, click To-dos.
Choose how to view your to-dos:
Tabs: Use the flow-related tabs when you want to focus on flow work or handle outcomes and errors separately. The tabs are All, Flows, Follow-ups, Flow outcomes, and Flow errors.
Quick filters: Click the buttons above the list to filter by action type: Manual emails, Auto emails, Calls, Text message, LinkedIn, Tasks, and Other. Click Clear to reset them. Some buttons appear only when your company uses the related feature.
Manage columns: Click Manage columns at the top right to add, remove, or drag columns to reorder them. You can include any column based on fields in your CRM. Changes save automatically.
Filter your to-dos
Use filters to narrow your list to the items most relevant to your current session. You can filter by Gong data or by fields from your CRM.
To add a filter:
From the left sidebar, click To-dos.
Click Add filter.
Select a filter from the Gong filters or CRM entity filters list.
The following table describes the Gong filters.
Filter | What it does |
|---|---|
Due date | Show to-dos due today, tomorrow, this week, or overdue. |
Flow name | Show to-dos from a specific active flow. |
Linked to account/deal/lead | Filter by whether the to-do is linked to an account, deal, or lead. Useful for focusing on pipeline-related work. |
Prospect local time | Filter by morning hours, business hours, or a custom time range. Applies only to to-dos linked to a contact or lead with a local time available. If you cannot see this filter, ask your admin to configure your company's time zone settings. |
To-do type | Filter by flow to-dos, to-dos you created, or Gong-recommended to-dos. |
The following table describes the CRM entity filters.
Filter | What it does |
|---|---|
Account | Filter by imported account fields from your CRM. |
Contact | Filter by imported contact fields from your CRM. |
Lead | Filter by imported lead fields from your CRM. |
Opportunity | Filter by imported opportunity fields from your CRM. |
Sort and group your to-dos
Sort your list to bring the most important work to the top, or group related to-dos together to reduce context switching.
To sort or group your to-dos:
From the left sidebar, click To-dos.
Choose how you want to organize your list:
Sort: Click Sort by and select how you want your to-dos ordered.
Group: Click Group by and select how you want your to-dos grouped.
The following table describes each sort option.
Sort option | What it does |
|---|---|
Account name | Orders to-dos alphabetically by account, from A to Z by default, with an option to reverse the order. |
Priority | Orders by priority level. Levels are Low, Medium, High, and Critical. For flow to-dos, priority is set by the flow creator. For one-off to-dos, click the priority level to change it at any time. |
Due date | Orders by when the to-do is due. Click a due date on any to-do to change it. |
Local time | Orders by the local time of the linked contact or lead. |
Flow step number | Orders to-dos by step number so all step 1 to-dos appear first. The secondary sort is flow name. |
Recent digital interactions | Orders by the most recent email opens and link clicks. The engagement count appears as a blue lightning bolt next to the contact name. |
Digital interaction count | Orders by the number of email opens and link clicks over the last 30 days, counted at the contact or lead level. |
The available group options depend on the tab.
The following table describes each group option.
Group option | What it does |
|---|---|
None | Shows to-dos without grouping. |
Account name | Groups all to-dos for the same prospect or customer together, which is useful when you manage multiple deals. |
Flow name | Groups to-dos by flow. |
Deal name | Groups to-dos by deal. |
Priority | Groups to-dos by priority level. |
Flow and step | Groups to-dos by flow and step number, so you can see your progress through each flow. |
Follow up type | Groups to-dos by the kind of follow-up, such as a meeting or email follow-up. |
Prospect local time | Groups to-dos by the contact's local time so you can see who is available now. |
See another team member's to-dos
Check what a team member has in their list, for example when covering for someone, coordinating handoffs, or making sure outreach is not being duplicated. You see a view-only list, and bulk actions are not available when viewing another team member's to-dos.
To see a team member's to-dos:
From the left sidebar, click To-dos.
Click the To-do assignee filter and select the team member's name.
You can also see a team member's to-dos by clicking their name in Gong to open person view, then going to the To-dos tab. In person view, to-dos assigned to others are under Assigned to others.
Frequently asked questions
Are my filter and column settings saved between sessions?
Yes. Your column changes, tab, quick filters, group, sort, and filter choices stay when you leave the page and return.
Why can't I see the local time for some contacts?
Local time is only shown for contacts or leads where location data is available.
I see a notification that some to-dos are hidden. What does that mean?
To-dos linked to deals, emails, or calls you do not have permission to see are not displayed. Contact your admin to review your permission settings.
A to-do I am expecting is not showing up. What should I check?
Work through the checks in Troubleshoot missing to-dos. Common causes include active filters, the wrong tab selected, or a permission setting hiding certain to-dos.