Your To-Do List

Not everything needs to be a Task. The To-Do list is for the small stuff: call a Client back, renew a domain, send a contract. To-Dos aren’t tied to a Project and don’t track time or get billed.

Go to To-Do in the second menu.

Add a To-Do

The fastest way:

Type in Quick add a to-do… at the top of your list.
Press Enter.

There’s also Add another to-do… at the bottom of the list.

Want to add a note right away? Click Add To-Do at the top right, fill in the title and Notes, and click Create To Do.

Edit a To-Do

Title: click it, type, then press Enter or click away.
Note: click Add Note under the title, or click the note to change it. Press Cmd+Enter (Mac) or Ctrl+Enter (Windows) to save, or click away.

Put Them in Order

Drag a To-Do by the handle on its left to move it up or down. hrglass keeps your order.

Set a Reminder

Click the bell on a To-Do.
Pick Remind in 24 Hours, Remind in 3 Days, Remind in 5 Days or Remind in 7 Days.

The bell turns amber and the To-Do shows when the reminder is due. When it’s time, you get a notification. It can take up to an hour to show up.

To cancel it, click the bell and choose Clear Reminder.

Check Off a To-Do

Click the checkbox. The To-Do moves to Completed on the right. Uncheck it there to put it back on your list.

Delete To-Dos

One To-Do: click the trash icon.
Everything you’ve completed: click Clear All on the Completed card.

Deleted To-Dos go to Deleted Items, where you can restore them for 30 days. Changed your mind right away? Click Undo on the message that pops up.

Convert to Task

Click Convert to Task to turn a To-Do into a full Task on a Project. Converted To-Dos move to the Converted to Task card on the right. See Turning a To-Do Into a Task.

On a Team Plan

To-Dos can be shared with your team.

Assign a To-Do: click the people icon on it and check each person. They get a notification.
Filter the list: use the menu at the top right to see All To-Dos, Unassigned, or one person’s To-Dos.

See Assigning People to Projects, Tasks and To-Dos.