Working with to-dos

Your Work Plan and your to-dos serve different but complementary purposes. The Work Plan maps out the project as activities with start and end dates, where you plan the budget, track progress, and report expenses over time. To-dos are the smaller, everyday items that move that work forward, each with a due date and an assignee — and any to-do can be linked to an item in your Work Plan.

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 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 (see Restore to-dos):

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):

Tip: You can also update the status of a to-do using its sidebar by clicking the dropdown next to the status at the top right:

Actions on a to-do

Hover over a to-do in the list and click the options icon (the three dots) to open its action menu:

Edit — open the to-do’s sidebar to change its details.
Duplicate — create a copy in the same list, which you can then open and edit like any other.
Attach file — open the to-do’s Documents tab to attach a file.
Send message — open the to-do’s discussion to post a message or @mention someone.
Delete — move the to-do to the Trash, where you can restore it if needed.

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.