Todo Lists

Todo Lists are checklists for work that isn’t tied to an order, for you or your team.

Overview

This guide covers lists, items, statuses and who sees what.

Who Can Access

Team members need the To-Do & items permissions. They see lists they created and lists with an item assigned to them.

Step-by-Step Guide

1. Open Todo Lists

   Click Todo Lists in the sidebar. The cards count your items by status. Search lists, sort by recent, due date, name or progress, and use the tabs to see lists with items in a status.

   

2. Create a list

   Click Create Todo List, enter its name and click Create.

3. Add items

   Open the list and click Add item. Type one item per line with Add another item, and choose who they are assigned to. Use Edit item to add a description, due date and status.

   

4. Tick them off

   Click the circle to mark an item complete. Items are grouped by who they are assigned to; an item with several people shows under Shared.

5. Change the list

   The list menu has View, Rename Todo List, Mark Pending, Mark In Progress, Mark Completed and Delete Todo List. Marking a list Completed completes all its items, and Pending resets them.

Item Statuses

Frequently Asked Questions