ToDos Module

Personal checklist module on the frozen platform. Separate from Tasks (workspace/assignee CRM work). Visibility is creator-scoped; the workspace owner can view everyone’s to-dos but cannot edit or delete them.

Guides

Audience	Document
Operators / workspace users	todos.md
Engineers	todos.md
Production / ops	todos.md
Module Development Standard	module-development.md
Reference blueprint	leads.md · tasks.md
Tenant API	tenant-v1-todos.md

Capabilities

• Title, description, status, priority, due date
• Statuses: open (UI To Do), in_progress, completed, cancelled
• Colored tags — per-workspace ToDos catalog; create/assign inline; filter by tag_id
• Personal visibility — each user only sees to-dos they created
• Workspace owner (superadmin) can view all to-dos in the workspace
• Creator-only update and delete — even the owner cannot change or delete someone else’s to-do
• Board (default) + List (table) view; drag-and-drop auto-saves status
• Module licensing (module:todos) + Spatie permissions
• Audit via PlatformAuditService + Spatie activity log

Permissions

todos.view · create · update · delete

Visibility and delete rules are enforced in policy/service (created_by / owner role), not by omitting delete from staff.

Difference from Tasks

Tasks	ToDos
Assignee-scoped (tasks.assign → org-wide)	Creator-scoped (owner role → org-wide view)
Anyone with tasks.delete can delete	Only the creator can delete
Assign, notes, digests, KPIs, restore/force	Slim CRUD + board/list only

Explicitly deferred

• Assignment, notes / timeline, due digests, restore / force-delete, KPIs
• Subtasks, recurring to-dos, dependencies
• Calendar views (see Calendar)
• Import / export
• Real-time board sync (Reverb / Echo)