Managing your business tasks and workflows can get complicated, especially when some steps still need your input before everything is set up correctly. A handy To-Do List feature now helps you keep track of all those unfinished actions so nothing slips through the cracks.

📌 Why This Matters

When running your business, some parts of your workflow require decisions only you can make—like connecting accounts, choosing the right pipeline, or filling in important details. If these steps are missed, it can cause errors or disrupt how your systems interact. This To-Do List makes all those necessary but incomplete items visible in one place, so you can easily spot what still needs attention and avoid costly mistakes.

✨ What’s New

• Clear To-Do List: A checklist appears showing every action or trigger that still needs your input before you publish your workflow.
• Direct Navigation: Click the pencil icon next to any item to jump right to that step and complete the details quickly.

🛠️ How to Use It

1. Step 1: Create your workflow as usual.
2. Step 2: Check the To-Do List that automatically shows all incomplete steps needing your attention.
3. Step 3: Click the pencil icon next to each item to jump directly to that part of the workflow.
4. Step 4: Fill in the required information to complete each task.
5. Step 5: After completing all items, publish your workflow confidently knowing everything is ready.

💡 Pro Tip

Using this To-Do List helps ensure your business processes run smoothly, saving you time and preventing errors that could impact customer experience or revenue.