> ## Documentation Index
> Fetch the complete documentation index at: https://app.simcare.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Todos

> Create, assign, and track lightweight tasks across your program — for yourself, your team, or specific students.

**Todos** are lightweight tasks anyone in FieldX can create, assign, and complete. They're not part of the formal forms/reports workflow — they're a catch-all for reminders, follow-ups, and one-off action items.

## Opening the Todos panel

Click the **Todos** button in the top-right of any FieldX page. The button shows a badge with the number of todos currently assigned to you.

The Todos modal opens to one of four tabs:

| Tab                | What's here                                                        |
| ------------------ | ------------------------------------------------------------------ |
| **Create**         | New todo form: title, description, assignee(s), due date, priority |
| **Assigned to Me** | Todos other people created for you                                 |
| **Assigned by Me** | Todos you created for others                                       |
| **History**        | Completed and archived todos                                       |

## Creating a todo

In the **Create** tab:

1. Add a title (e.g., "Confirm Jordan's insurance expiration date")
2. Add details (optional)
3. Pick one or more **assignees** — search by name across program members
4. Set a **due date** and **priority** (Low / Medium / High)
5. Click **Create todo**

Each assignee gets a notification and the todo appears in their **Assigned to Me** tab.

## Working with todos

Each todo row has:

* **Checkbox** — mark complete (the todo moves to History for everyone involved)
* **Comment thread** — leave a note or follow-up question
* **Reassign** — hand off to someone else
* **Edit / Delete** (creator only)

## When to use a todo vs. a form/report

| Use a todo when…                        | Use a form/report when…                                |
| --------------------------------------- | ------------------------------------------------------ |
| You need a quick reminder or follow-up  | You need an evaluation, sign-off, or hour log          |
| It's a one-off action                   | The task repeats on a schedule                         |
| No signature or audit trail is required | DocuSeal signatures or compliance reporting are needed |

## Cross-program todos

For coordinators who manage students enrolled in multiple programs, use the **Cross-Program Tasks** button on the Overview tab to see and create todos that span all programs you have access to.

## Privacy

* Todos created by you can be seen by you and your assignees
* Todos created for you can be seen by you and the creator
* Todos are not surfaced to faculty or site supervisors unless they're explicitly assigned

<Note>Students have a parallel **Todos** button on their Timesheet tab — see [Step 6: Helpful tools — notes & to-dos](/docs/fieldx/students/step-6-helpful-tools-notes-to-dos) for the student-side view.</Note>