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

# To-Do Lists

> Keep client tasks and your own personal to-dos organized alongside your work.

ClientPlug has two kinds of to-do lists: **client tasks** attached to a specific
client, and a **personal task list** that's just yours. Both are available on
every plan.

## Client tasks

Client tasks live with the client they belong to. Open them from the client's
**tasks** icon (clipboard) on the dashboard.

* **Owners and admins** can create, edit, and complete client tasks, with
  optional **due dates**.
* **Employees** see client tasks **read-only** for clients assigned to them, and
  can add any task to their own personal list with the **+** button.

<Tip>
  Use client tasks for work tied to an account — "send monthly report,"
  "refresh creatives," "follow up on invoice." Anyone with access to that client
  sees the same list.
</Tip>

## Personal tasks

Your personal task list is private to you and appears on the dashboard (in the
right column on desktop, below the table on mobile). Any user — including
employees — can use it.

* Add tasks manually, with optional due dates.
* Pull a client task into your personal list with the **+** button so it shows
  up in your own queue.

## Due dates

Tasks with due dates are color-coded so priorities are obvious:

<CardGroup cols={3}>
  <Card title="Overdue" icon="circle-exclamation">
    Shown in red — past its due date.
  </Card>

  <Card title="Due soon" icon="clock">
    Shown in amber — due today or tomorrow.
  </Card>

  <Card title="Upcoming" icon="calendar">
    Shown in gray — due later.
  </Card>
</CardGroup>

Tasks with due dates also appear on your [Calendar](/essentials/calendar).

## Completing tasks

Check a task off to mark it complete. Completing a client task and completing a
personal copy of it are tracked separately, so finishing your personal copy
doesn't change the shared client task (and vice versa).