To-Do List

From WHMCS Documentation

The to do list allows you to add tasks that need to be finished, the dates they are due for completion, and the assigned admin.

You can access this feature at Utilities > To-Do List.

Add an Item

To create a new to-do item:

  1. Click Add Item.
  2. Choose a date.
  3. Enter a title.
  4. Enter a description. Item descriptions have an unlimited length.
  5. Select a due date.
  6. Select an admin to assign the to-do list item to them.
  7. Select a status for the to-do item.

Admin Dashboard

The To-Do List widget in the Admin Area Dashboard displays due items from your to-do list.

Automated To-Do Item Creation

You can enable automated domain-related To-Do entry creation in the Domains tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings.