Enabling and Managing Automatic To-Do Creation from Milestones in Bloom Growth

Bloom Growth offers a feature that allows To-Dos to be automatically created from milestones with due dates within the next 7 days. This helps teams stay on track by highlighting upcoming tasks. By default, this feature is disabled. If you wish to enable it, you can do so by following the steps below.

How It Works:
When enabled, milestones with due dates within the next 7 days will generate corresponding To-Dos in your workspace. This ensures that critical tasks associated with your goals are not overlooked.

Enabling the Automatic Creation of To-Dos

You can enable this feature through either the Goals section or the Meeting Workspace:

1. Enabling from the Goals Section in a Meeting

1. 1. Click Meetings List from the left navigation bar.
   2. Select the meeting where you’d like to enable the feature.
   3. Click on Goals.
   4. Click the three dots located at the right of the page.
   5. Toggle on the option "Create To-Dos for incomplete milestones 7 days before they're due".

2. Enabling from the Meeting Workspace

• Click Meetings List from the left navigation bar.
• Select the meeting where you’d like to enable the feature.
• Click Workspace at the top of the page.
• Click the three dots located to the right of the Goals tile.
• Toggle on the option "Create To-Dos for incomplete milestones 7 days before they're due".