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Using Staff To-dos

Written by Josie

🔒 Access to the team-wide to-dos overview is controlled by the View all staff's to-dos permission. This is enabled by default for managers and admins. Staff members can only see their own to-dos.

Staff to-dos lets you create tasks for yourself or a colleague, with an optional due date and a link to a child. Now there's a dedicated page, and managers can see every team member's to-dos in one place.


Finding Staff To-dos

Staff to-dos are accessible via the Overview page within the Needs your attention widget or accessible as a full page through the widget by clicking on Open all in the My to-dos section.

For managers: the team-wide overview

The staff to-dos page gives managers an overview of the whole team: what's assigned, who it's for, and what's been completed.

💡 Instead of managing tasks across sticky notes, shared spreadsheets, or WhatsApp groups, staff to-dos brings everything into Famly so nothing gets missed and the whole team stays on the same page

In your to-do overview, you can filter for open or completed to-dos and by assignee using the dropdowns at the top of the page.


Adding a Staff To-do

To add a new staff to-do:

  1. Click See all in the Needs your attention widget

  2. Type the task in Add a to-do and enter a due date if required

The task now appears in the Needs your attention widget on your overview and within the dedicated overview

💡 You can assign a to-do to a staff member or a child by clicking Assignee or Child under the task. If you assign it to another staff member, the to-do leaves your list and moves to theirs


Completing a To-do

To complete a to-do, hover over the circle next to the task and click to mark it complete.

Completed to-dos still show when you click See all, but appear crossed off. They stay in your overview for a day before disappearing, so you can keep track of outstanding tasks while keeping a short record of finished ones.

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