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Categories To-dos
Created by Guest
Created on Apr 3, 2026

Add Status filtering for To-Dos on Partner Records

What is the challenge?
  • When working with the to-dos of a Partner (Action Items), there is no way to filter out completed Action Items. After completion, they receive a strikethrough but remain in the list, along with all open Actions.

What is the impact?
  • The list of Action Items becomes excessively long and difficult to use, especially since there aren't any sorting options.

Describe your idea.
  • Add Status filtering (In progress/Completed), similar to the filtering in My work>Action items.

  • Attach files