A to-do list list (also task list) is a list of small tasks to be completed, such as steps toward completing a project. Whenever you need to prepare a list of things to be done, assign them to people and track if they are done, the to-do list is a right tool.
Watch a video tour of to-do lists
- 1: Create any number of to-do lists, they are numerated automatically for easy referencing
- 2: To-do items can be assigned to a person
- 3: To-dos assigned to you are highlighted, you are a flag-keeper!
- 4: Add comments to you to-do items, discuss with other team members
- 5: Completed to-do items are moved to the bottom, you also see when to-do is completed
- 6: When all to-do items in a list are completed, the list becomes completed as well and is moved at the bottom. You can click on it to add new items and make it active again
- 7: Link to-do lists to selected milestone
- 8: Easily access all your active to-do lists
Adding to-do items
At the bottom of every to-do list you can see a button to add an item.
Click the link, enter your to-do item, specify responsible person (optionally) and click on "Add to-do item" button.
If you check "Notify by email" checkbox the notification will be sent to assigned person.
Editing to-do items
When you mouse-hover over any to-do item, the corresponding toolbox appears to the left. Click on Edit icon there to open an edit form for the to-do item.
Update your text, update responsible person and click on "Save this item".
Tip: Please also note that you can see who added the to-do item and when.
Moving to-do items
To prioritize or simply change the order, you can drag to-do items both inside and between to-do lists. Click on drag point in a toolbox and ...
... drop it at the required place.
Commenting to-do items
Now you can discuss to-do items with your team:
Click on Plus icon to add a new comment (icon appears when you mouse-hover over to-do item).
If a to-do item has any comments you'll see blue icon with a number of comments inside. Clicking on the icon will redirect you to the to-do item detail screen with all comments:
Working with to-do lists
To create a list click on a button at the top menu, enter to-do list title and its description (optionally).
To update to-do list description/name or delete entire list, mouse-hover over the list title and click on "Edit" button.
To reorder lists, click on "Reorder to-do list" button at the top. On appearing screen use a drag point to place lists in required order. Use the same technique as for a to-do item.