What VA To-Do is for

VA To-Do is a task manager shaped around client work. The difference from a general to-do app is that everything hangs off a project, and projects are built to be shared, tracked, and reported on.

Virtual Assistants

You typically juggle several clients at once and need to know, at a glance, what is due today and for whom.

• Keep one project per client so nothing bleeds across accounts.
• Use recurring tasks for the weekly report, the

monthly invoice, the daily inbox sweep.

• Keep your resume, portfolio, and reusable application answers in

Career Vault, and publish a Career Profile to share one link with prospective clients.

• If you work through an agency, they may sponsor Pro for you. See

Sponsored Pro.

Freelancers

Same building blocks, usually fewer clients and more depth per project.

• Share a project with a client so they can follow along without an account of

their own beyond a sign-in. See Invite a collaborator.

• Use priorities and due dates to keep a long

backlog readable.

Business owners

You are delegating rather than doing.

• Create a project per initiative and assign work out.
• Share with the person doing the work at the permission level you are

comfortable with. See Permission levels.

Agency owners and admins

You are running a team against client work and need visibility.

• A Workspace holds the team, its projects, and its roles.
• Time tracking records hours against workspace projects,

with timesheets and reports for owners and admins.

• Every paid seat includes Pro for that person's own account. See

Agency seats.

Team members inside an agency

You were invited into someone else's workspace.

• Your role decides what you can see and change.
• You still have your own Personal context, separate from the workspace.
• You can switch between them at any time.