A new feature called My To-dos is arriving in the IMPaCT app on February 25, 2025!
What: My To-dos is a master list that brings together all of your clients’ To-dos into one place. You can access My To-dos from anywhere in the app. My To-dos automatically talks to each client’s Roadmaps so they’re always in sync.
Why: Up until now, you’ve had to go into each client’s chart to see what you have to do for them. Now it’s all in one place! My To-dos makes it easier to stay organized across your entire caseload group. Just write down your commitments and do what you say you’re going to do.
How: All these updates will be available when you sign in on February 25, 2025!
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The basics:
- When you sign into the app you’ll see a To-do icon on the bottom right. Click on it to open up My To-dos.
- Create a new To-do and assign it to one of your clients. Then to go to their chart and voila…it’s already in their Roadmaps!
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Pro-tips:
- At the top, switch views to see how you can organize My To-dos by date or by client.
- If you have a To-do whose date has passed it will show up in the “Overdue” section in Date view.
- Darn, what was that To-do about community gardening? Can’t remember? Just use the search feature to find To-dos by keyword or client.
- Supervisors: You won’t see Client To-dos on your list because those are the responsibility of CHWs. But you can still use My To-dos to keep track of your own tasks.
- At the top, switch views to see how you can organize My To-dos by date or by client.
- Level-up: Check out a video walk-through of My To-dos below. Prefer to see things in writing? Visit the help center guide.
As always, please reach out to us at support@impactcarehq.com if you have any questions. We hope you enjoy these updates!