Working with to-dos
All to-dos in a workspace are organised into to-do lists and can be managed in the "To-Dos" section accessible in Home menu.
Note: By default, all to-dos located in the "To-Dos" section are visible to all workspace users, regardless of their access levels and rights. To restrict access to to-dos, consider creating private to-do lists.
The "To-Dos" section provides an overview of to-dos assigned to all users in a workspace (except to-dos located in private lists). To switch the overview to see only to-dos assigned to you, turn the "My To-Dos" toggle on. To search for certain to-dos, click Filter Options and apply a filter or a combination of filters.
To remove a filter, click X at the filter settings:
The "To-Dos" section consists of three tabs:
- To-Dos - provides an overview of all to-do lists and to-dos, here you can create and manage to-dos and organise them into to-do lists:
- Completed - provides an overview of all to-dos with the status of "Completed" type (see Customise to-do statuses to customise statuses and their types); to show "Completed" to-dos in the "To-Dos" tab, click the "Show completed to-dos" toggle at the to-do list's bar on:
- Trash - provides an overview of all to-dos that were deleted; to restore a to-do from the trash, hover over it and click the "Restore" icon:
Moving to-dos and to-do lists
To move a to-do list or to-do to a different position, simply hover over it, click the "Drag Handle" icon on the left, and drag and drop it to the new position:
Updating to-do statuses
To update the status of a to-do, simply click the square to the left of the to-do and choose a new status (see Customise to-do statuses to customise statuses and colours):
Note: Read further how to create and edit to-do lists, how to create and edit to-dos, and how to delete to-dos and to-do lists.