30 pages
To-Do
The To-Do module holds a team’s work: lists with their own access rules, tasks with priority, due date, tags and assignees, and two ways to look at them — the list and the kanban board.
Discover the To-Do moduleEvery page in this topic
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Create a task
A title in the quick-add bar, Enter, and it is written down.
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Create a detailed task
The full panel: description, priority, tags, due date, members.
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Complete a task
Tick a task, and what that changes in the tabs.
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Open a task’s details
The side panel and everything it holds.
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Rename a task
Change a task’s title from its panel.
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Write a description
The rich editor: headings, bold, lists, links.
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Change the priority
Low, medium, high — or your own list’s priorities.
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Add tags
Pick an existing tag, or create one on the spot.
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Add a note
The short annotation shown under the title in lists.
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Set a due date
A date and a time, and the reminder that comes with it.
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Assign a task
Hand a task to one member or several.
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Change the status
Move a task from one status to the next.
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Create a recurring task
The task comes back on its own at every due date.
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Delete a task
Take it off the list, and what the confirmation asks.
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Open the kanban view
The same tasks in columns, one per status.
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Move a card
Drag a card from one column to another to change its status.
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Search for a task
The search filters the list as you type.
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Show only my tasks
The “My tasks” button, and what it takes out of the list.
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Filter tasks
Priority, assignee, tags — and the active-filter counter.
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Sort tasks
Newest, oldest, or by priority.
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The status tabs
All, To do, In progress, Done — and their counters.
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Create a list
One more list: its name, its description, who can reach it.
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Rename a list
The name the sidebar and the header show.
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Describe a list
The line shown under the list’s title.
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Change a list’s colour
The dot that tells it apart from the other lists.
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Change a list’s access
The whole organization, or only the roles and members you name.
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Edit the statuses
The kanban columns and the list tabs, in your own order.
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Edit the priorities
From least to most urgent — that order defines the sort.
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Manage tags
Renaming a tag updates it everywhere; deleting it removes it from everything.
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Delete a list
What becomes of the list, and of its tasks.