Closing / Archiving a To-do

To-dos cannot be deleted, but they can be archived. There are 2 options when it comes to archiving a To-do

Archive a To-do by running the meeting

  1. Click Meetings in the top menu bar.
  2. Click Go to Meeting to Start the Meeting.
  3. Click Start the Meeting as a Leader
  4. Navigate to the To-do List agenda section from the left side menu.
  5. If the to-do is not marked as Complete, click the checkbox, thus marking it complete. Otherwise, to-dos can be marked complete from the workspace To-do tile.
  6. Click the Wrap-Up agenda section from the left side menu.
  7. Be sure the Archive Completed To-dos: drop-down is set to Yes. This action will archive all completed or check-marked To-dos.
  8. Click Wrap-Up Meeting.

A To-do can also be archived from outside of a meeting by switching it to a personal To-do:

  1. Click the title of a To-do.
  2. In the To-do popup window, check the "Attach to Meeting(s)"dropdown box at the bottom left. If it lists a meeting name, click the dropdown and choose Personal To-do list.
  3. Click Save.
  4. Mark the To-do as Complete and it will drop off the list after 24 hours.
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