Knowledge Base Express: Create & Manage To-Dos

Feb 16, 2026 | Education, Knowledge Base, Performance Management

Edit To-Do screen in GoExpand showing assignment, due date, and Level 10 Meeting™ linkage


What Are To-Dos in GoExpand?

In GoExpand, a To-Do is a clear, specific action assigned to one person that supports a Rock, measurable on the Scorecard, or an Issue solved during IDS®.

Its purpose is simple: turn Vision into execution.

To-Dos create ownership, accountability, and measurable progress inside your EOS® Meeting Pulse™. They make work visible and trackable so leadership teams can:

  • Drive accountability
  • Improve alignment
  • Track weekly progress
  • Strengthen execution discipline

Every To-Do has one owner and one due date.

Watch the training video:


Accessing Your To-Dos

You can view your To-Dos at any time by:

  • Clicking My To-Dos in the top navigation panel
  • Using the My To-Do List widget on your Dashboard

Both options take you to the same centralized view, keeping execution visible and accessible.

To create a new To-Do, click the Add To-Do button.


Linking a To-Do to a Level 10 Meeting™

Attaching a To-Do to a meeting is important because it creates a clear, accountable connection between what needs to be done and when it will be reviewed.

When a To-Do is linked to a Level 10 Meeting™, it:

  • Appears in the To-Do List portion of the agenda
  • Is reviewed weekly during your meeting
  • Stays visible until completed

Simply put, it ensures nothing falls through the cracks.

Creating a To-Do inside a meeting automatically links it to that specific Level 10 Meeting™.


Adding To-Dos Directly From Within a Level 10 Meeting™

You can create To-Dos during meetings in multiple ways.

From the Issues List Using IDS®

While running IDS® (Identify, Discuss, Solve):

  1. Open the Issue being discussed
  2. Select the option to create a To-Do
  3. Assign one owner
  4. Set a due date
  5. Save

This ensures the discussion turns into a clear, trackable action item with accountability.


From the Scorecard During a Meeting

You can also create a To-Do directly from the Scorecard inside a Level 10 Meeting™.

If a measurable is off track:

  1. Click New To-Do at the top of the Scorecard
  2. Assign an owner
  3. Set a due date
  4. Save

This connects weekly measurables to action immediately.


Why To-Dos Matter in EOS®

Strong teams running on EOS® use To-Dos to:

  • Execute quarterly Rocks
  • Solve Issues through IDS®
  • Improve measurables on the Scorecard
  • Maintain discipline in their Level 10 Meetings™

Without To-Dos, meetings become conversations.

With To-Dos, meetings drive Traction®.

Read full training article here.

>Up Next: Add & Manage Metrics in GoExpand | Scorecard KPI Tracking Guide

Further reads:

MindTools – Get Organized With To-Do Lists
https://www.mindtools.com/axlsiha/get-organized-with-to-do-lists/

MindTools – Ten Tips for To-Do Lists
https://www.mindtools.com/a111tma/ten-tips-for-to-do-lists/

Microsoft 365 Life Hacks – How to optimize your to-do list (task management tips)
https://www.microsoft.com/en-us/microsoft-365-life-hacks/everyday-ai/to-do-list

Atlassian – The psychology of checklists (why small goals drive follow-through)
https://www.atlassian.com/blog/productivity/the-psychology-of-checklists-why-setting-small-goals-motivates-us-to-accomplish-bigger-things

Verywell Mind – The Eisenhower Matrix (prioritizing tasks to reduce stress and improve execution)
https://www.verywellmind.com/eisenhower-matrix-benefits-and-application-8779812

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GoExpand Internal Training Outline

GoExpand Internal Training Outline

Executive Overview for Leadership & Client Onboarding This outline provides a structured framework for onboarding new users to how your organization runs on EOS® using GoExpand. It may be used in two ways: As an internal leadership onboarding structure As a...

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