Create and edit to-do lists

All to-dos in a workspace are organised into to-do lists and can be managed in the "To-Dos" section.

• Creating to-do lists
• Editing to-do lists

Creating to-do lists

1

Click To-Dos in Home menu, this will open the "To-Dos" section.

2

Click + Add List at the bottom of the section, this will open the "New List" sidebar.

3

In the sidebar, you can set the following properties for the new to-do list:

• Name: Click the placeholder at the top and enter a name for the to-do list
• Statuses: Here you can set the status workflow for your to-dos in this list. Every new list is set to the "Default" status workflow. See Customise to-do statuses to edit the workflow itself.
• Show completed to-dos: Turn the toggle on to display to-dos marked as "Completed" in this to-do list (shown with strikethrough), or turn it off to hide them. All completed to-dos can be accessed via the "Completed" tab in the "To-Dos" section.
• Private: Turn the toggle on to make the list private, otherwise all workspace users will be able to access and edit to-dos; if needed, select other individuals and groups to share the list with:

4

Click Save List at the bottom of the sidebar.

Editing to-do lists

1

Click To-Dos in Home menu, this will open the "To-Dos" section.

2

Hover over the to-do list that you would like to edit and click on its "Edit" icon, this will open a sidebar for the to-do list.

3

In the sidebar, you can update the following properties for the to-do list:

• Name: Click the placeholder at the top and edit the to-do list name
• Statuses: Here you can set the status workflow for your to-dos in this list. Every new list is set to the "Default" status workflow. See Customise to-do statuses to edit the workflow itself.
• Show completed to-dos: Turn the toggle on to display to-dos marked as "Completed" in this to-do list (shown with strikethrough), or turn it off to hide them. All completed to-dos can be accessed via the "Completed" tab in the "To-Dos" section.
• Private: Turn the toggle on to make the list private and restrict access to the to-do list for all other workspace users; if needed, select other individuals and groups to share the list with:

4

Click Save List at the bottom of the sidebar.