TatTool

To-Dos

Track studio work in a board or segmented list, control visibility, and create follow-up tasks quickly from bookings.

To-Dos help your studio track follow-up work, reminders, and system-generated tasks in one place.

You can open the To-Do page to manage work as either:

  • A board with one column per status, or
  • A list with one collapsible section per status

Fast answer

Go to To-Do to manage tasks.

  • Switch between Board view and List view
  • Drag items between status sections to update progress
  • Create tasks manually, from inside bookings, or let system-generated work appear automatically

Views And Status Sections

The To-Do page is organized by status:

  • Pending
  • In Progress
  • Completed
  • Cancelled

Each status gets its own section.

  • In Board view, each status appears as a separate column
  • In List view, each status appears as its own expandable section

You can drag a to-do between sections to change its status. This works across the segmented layout, so the page behaves like a lightweight kanban board instead of a simple table.

Create A To-Do

When creating a to-do, you can set:

  • Title
  • Description
  • Status
  • Due date
  • Owner
  • Visibility

The create dialog also includes Create more, which keeps the dialog open after saving so you can add another to-do immediately without reopening it.

Owner vs visibility

The owner is the person responsible for the task.

The visibility controls who the to-do is shared with.

Visibility Options

To-dos are no longer just personal notes. Each item can be created with a visibility level:

  • Private: keeps the to-do user-scoped instead of sharing it broadly
  • Organization: shares the to-do across the organization
  • Location: shares the to-do with members who belong to a specific location

If you choose Location, you must also choose which location the to-do belongs to.

When to use each visibility

  • Use Private for personal follow-up work
  • Use Organization for tasks everyone in the studio may need to see
  • Use Location for front-desk, artist, or operational work tied to one studio location

Search, Filters, And Switching Views

The To-Do page includes:

  • Search
  • Status filtering
  • Due-date filtering
  • A toggle between Board view and List view

This makes it easier to focus on active work, upcoming deadlines, or one part of the workflow without losing the status-based structure.

Quick Add From Bookings

You can create a to-do directly from inside a booking.

Open the booking’s Event Sheet, then use New todo from the booking actions. This is useful for quick follow-up work such as:

  • Chasing references
  • Confirming details with the client
  • Internal prep before the appointment
  • Post-session follow-up

Booking-created to-dos open the same shared dialog and can still be given an owner, due date, status, and visibility.

See also: Bookings

System-Generated To-Dos

Not every to-do has to be created manually.

Some to-dos can be created automatically by TatTool or by extension-related workflows. These appear in the same To-Do page alongside manually created tasks, so your team can track operational work in one place.

One example is ink-related follow-up work, which may appear as a system-generated item instead of a manually entered to-do.