> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# To-dos

> How Klipy turns commitments and open items from your sales conversations into a tracked list — separate from drafts, built for follow-through.

**To-dos** are the tasks and follow-through items Klipy pulls out of your client and sales conversations — not messages waiting to send. They are generated automatically from calls, emails, meeting summaries, and connected channels whenever Klipy spots a commitment, an unanswered question, or work that still needs doing.

This is different from **Drafts**, which are emails and messages queued for your approval. To-dos are reminders of what you (or the buyer) owe next; completing one does not send anything by itself.

## What becomes a to-do

Klipy surfaces items such as:

* **Explicit commitments** — e.g. “I’ll send the contract by Thursday.”
* **Open questions** — topics raised where there’s still no answer (“They asked about pricing — no response yet”).
* **Action items from meetings** — next steps called out in summaries (“Schedule a follow-up with the technical team”).
* **Stalled threads** — conversations that need re-engagement (for example, no reply for many days on a warm prospect).

## To-do states

Each item moves through one of these states:

* **Open** — still needs action.
* **Done** — you marked it complete.
* **Snoozed** — hidden until the date you pick.
* **Dismissed** — no action needed; archived.

## Managing your to-dos

Your list lives in the **To-dos** section of the workspace. From there you can:

* **Complete** — mark an item resolved when the work is done. This does not send email or messages; it only closes the to-do.
* **Snooze** — pick a future date to hide an item until you’re ready to revisit it.
* **Dismiss** — archive items that don’t need follow-up so they stay out of your way.
* **View the conversation** — open the source thread or meeting transcript so you always have full context.

Some to-dos may have an **associated draft** (for example, a follow-up email). Approving and sending that draft can go hand in hand with clearing the related to-do; completing the to-do alone still does not send anything.

<Note>
  Every to-do links back to the **conversation it came from**. Click through to read the full thread or transcript — you never have to guess why an item appeared.
</Note>

## How priority works

Priority is **not** a fixed label you set once. As new messages and meetings arrive, Klipy **re-evaluates** what matters most: a thread that goes quiet can become more urgent over time, while a deal that’s heating up can push its items up. Commitments with **explicit deadlines** tend to surface near the top automatically. Items tied to **active pipeline deals** are generally weighted above conversations that aren’t tied to live opportunities — so your list stays aligned with revenue, not generic busywork.

## What Klipy doesn’t track

Klipy is built around **client and sales conversations**. It won’t create to-dos for unrelated internal work, personal reminders, or activity from **channels you haven’t connected**.

## Related guides

<CardGroup cols={2}>
  <Card title="Follow-ups & drafts" icon="mail" href="/guides/follow-ups">
    Approve outbound messages drafted from your conversations — the companion to your to-do list.
  </Card>

  <Card title="Pipelines" icon="git-branch" href="/guides/pipelines">
    See how deal context shapes what Klipy prioritizes in your workspace.
  </Card>
</CardGroup>
