# To-do List

A shared follow-up list per property. Add tasks yourself, or let the AI note them down and tick them off in chat.

Every property has a to-do list for the follow-ups that come out of your analysis: a redirect to fix, a metric to re-check after a release, a test to run. The list is **shared by the whole team**, and the AI can add to it and tick things off while you chat.

## Opening the List

Navigate to any property and click **To-do** in the sidebar. Open tasks are at the top in your own order. Finished ones collapse into a **Completed** section underneath.

- **Add a task** - type in the box at the top and press Enter. New tasks go to the top of the list. Click the calendar icon first to give the task a due date.
- **Complete** - click the circle next to a task. Click the tick in **Completed** to reopen it.
- **Important** - click the star to flag a task.
- **Reorder** - drag a task by its handle (on desktop the handle appears when you hover over a task).
- **Details** - click a task to edit its title, add a due date and notes, or delete it. Overdue dates show in red.

## How the AI Uses the List

The AI checks the open tasks at the start of an analysis, before it first writes anything to a property (a task, an annotation or a memory) and when you ask what to work on, and mentions the ones that matter for your question. When you [connect your own AI](/docs/connect-your-own-ai/), each property it can see is flagged with its overdue tasks and tasks due in the next 7 days, so it brings them up without being asked.

It also **adds follow-ups on its own** when a conversation turns something up, because a follow-up written down is better than one forgotten. You can ask for it directly too:

- **"Add a to-do to re-check organic traffic on 1 November."** - adds a task with a due date
- **"I fixed the canonical tags, tick that off."** - completes the matching task
- **"What's still open on the to-do list?"** - lists the open tasks

Whenever the AI adds, completes or reopens a task, it says so in its reply, and an **Added to to-do list** chip appears in the conversation header. Click the chip to open the list. Tasks the AI added are marked **Added by AI**. In a task's details you can jump back to the chat it came from (if that chat is yours or shared with you).

The AI only completes a task when you say it's done or the data in the conversation clearly shows it, and it never deletes a task unless you ask.

## Permissions

Everyone with access to the property can see the list. Adding, editing, completing and deleting tasks needs **Write** permission on the property, for you and for the AI acting on your behalf. In **Incognito** conversations the AI can read the list but not change it.

If you [connect your own AI](/docs/connect-your-own-ai/) with your personal connector, it can use the list too, with the same permission rules.

## Limits

| Plan | Open tasks per property |
|------|-------------------------|
| Free | 25 |
| Pro | 500 |
| Business | 500 |

Completed tasks don't count. When the list is full, complete or delete a few tasks (or upgrade) to add more; the AI will tell you what it wanted to add.

## To-do List vs. AI Memory

- **[AI Memory](/docs/ai-memory/)** stores facts: things that are true about your business and stay true.
- **The to-do list** stores actions: things someone needs to do, which get ticked off when they're done.