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Todos & Goals

Halos has built-in task and goal management that works hand-in-hand with your agents. Your agents can create, read, update, and complete todos — turning natural conversation into actionable task tracking.

Todos

How Todos Work

Todos are organization-scoped tasks that any of your agents can manage. When you ask an agent to track something, break down a project, or remember a deadline, it can create todos directly.

Each todo has:

| Field | Description | |-------|-------------| | Title | What needs to be done | | Description | Additional context or details | | Priority | Urgency level | | Due date | When it needs to be completed | | Status | Pending, in progress, or completed | | Agent | Which agent created or owns the task (optional) |

Using Todos with Agents

Your agents have a built-in manage_todos tool that can:

  • List — Show all current todos, filtered by status or priority
  • Create — Add new tasks with title, description, priority, and due date
  • Complete — Mark tasks as done
  • Update — Modify existing tasks

This means you can manage your task list entirely through natural conversation:

Add a todo: review the Q3 budget proposal by Friday

What's on my task list this week?

Mark the design review todo as complete

Break down the website redesign project into actionable steps

The Todo Page

The Todo page in the app gives you a visual interface for all your tasks:

  • View all todos across agents
  • Filter by priority, due date, or status
  • Create and edit todos manually
  • See which agent created each task

Agents and Task Context

Because todos are shared across your organization, any agent can reference them. This enables powerful workflows:

  • Your calendar agent can check your todos before suggesting how to spend free time blocks
  • Your email agent can create follow-up tasks when it processes important emails
  • Your productivity agent (custom) can review your todo list during morning check-ins and suggest priorities
  • Your head agent can track team-wide task progress and flag overdue items

Goals

Goals are higher-level objectives that guide your agents' behavior and priority decisions. While todos are specific tasks, goals represent what you're working toward.

How Goals Work

Each goal has:

| Field | Description | |-------|-------------| | Title | The goal name | | Description | What achieving this goal looks like | | Status | Active, completed, or paused | | Progress | Tracking toward completion |

Using Goals with Agents

Your head agent (Halo) uses goals to:

  • Prioritize tasks — When multiple things need attention, goals help agents decide what matters most
  • Track progress — During check-ins, agents reference your goals to report on progress
  • Suggest actions — Agents proactively suggest tasks and activities aligned with your goals
  • Weekly reviews — Goals provide structure for end-of-week summaries

Setting Goals

You can set goals through conversation or the Goals page:

My Q2 goals are: ship the redesign, hire 2 engineers, and reduce churn by 15%

Add a personal goal: read 2 books per month

Your agents will reference these goals during check-ins and planning conversations, keeping you aligned with what matters.

Practical Workflows

Morning Planning

@Chief what should I focus on today based on my goals and open todos?

Your productivity agent reviews your goals, checks today's schedule (via the calendar agent's context), and suggests a prioritized plan.

Project Breakdown

I need to launch the new marketing site by March 15. Break it down into tasks.

Your agent creates a series of todos with logical sequencing and estimated effort.

End-of-Day Review

What did I get done today? Update my todos accordingly.

Your agent reviews the day's conversations, marks completed tasks, and summarizes progress toward goals.

Weekly Review

Let's do the weekly review. How am I tracking against my goals?

Your agent compiles a summary: completed tasks, progress on goals, blockers, and suggested focus areas for next week.

Next Steps

  • Chat & The Yard — Manage todos through conversation
  • Agent Types — Understand which agents work best with task management
  • Workflows — Step-by-step tutorials for productivity workflows