Sales rep
Gong Engage*
To-dos created by you
These include one-off to-dos you can create for yourself. Use them to set yourself reminders, to plan your day, or to break down your next step for a deal or an account into smaller action items. You do not need to be the contact or lead owner to create an associated one-off to-do.
When creating a one-off to-do, you can choose the to-do type: email, call, or task.
Depending on which task type you choose, the to-do appears in To-dos under its respective column. The to-do type is set to 'Email' by default.
For a one-off to-do where you've selected email or call as to-do type, selecting the person you want to email or call is required. For leads, no account will be shown. For contacts, the connected account will be shown automatically.
For a one-off to-do where you've selected task as to-do type, selecting a person is optional. If you select a lead from the list, the account field is disabled. You can also leave the 'person' field blank and just choose an account.
To associate a one-off to-do with a deal, you need to be a deal owner.
Assign one-off to-dos to someone else
You can create a one-off to-do and assign it to another team member. This helps clarify priorities and next steps across your team and keeps work visible in the right context.
When you assign a one-off to-do to another team member:
The to-do appears in context under the relevant person, deal, or motion, so it’s visible to others who have access
The assignee can filter and view all one-off to-dos that were assigned to them by others
To-dos created by someone else display a "Created by [Name]" indicator for visibility
How to assign a one-off to-do
You can assign a to-do from several places, including your to-do list, account view, person view, pipeline view, and the Gong extension.
To assign a one-off to-do:
Click + New to-do
Select the to-do type
Choose the assignee (inactive users will not appear on the list)
Select the contact or lead
(Optional) Select a related deal
Add details such as due date and description
Save.
The to-do will appear for both you and the assignee.
Permissions
Managers can assign one-off to-dos by default. For other team members to assign one-off to-dos, your admin must ensure the "Assign flows and to-dos to others" permission is enabled in their permission profile.
Both the creator (assigner) and assignee must have access to the related person and deal. Team members can assign a to-do on a deal associated with the assignee even if they are not associated with the deal themselves.
Visibility and ownership
To-do assignees can view all to-dos created for them and can complete or dismiss them.
Creators can view, edit, mark complete, or dismiss the to-do (except for sending follow-up emails).
Both the creator and assignee will see the to-do in the account or deal view.
Editing and completion
Assignees can update the due date directly from the to-do table or through bulk inline editing. Assignees can complete or dismiss the to-do but cannot edit or reassign it.
Creators can edit, dismiss, or mark the to-do as complete at any time.
*The features available to you depend on your company’s plan and your assigned seats.