To-dos

Manage your time effectively and get stuff done by building a to-do list of errands and tasks. Unlike tasks, to-do’s are not attributed to a card. Only you can see your To-do’s on your My To-dos tab, Action board.

How to add a to-do.

To add a to-do, follow these steps:

1. Navigate to the My To-dos tab, Action board.
2. Enter text in the ‘Add To-do’ field and hit enter.
3. Once the to-do is created, you can:
   • Add a note or upload attachments.
   • Give the to-do a due date.
   • Flag the to-do.
   • Add the to-do to a Standup.
   • Convert the to-do to a card.

How to edit a to-do.

Method 1: To edit a to-do description, follow these steps:

1. Navigate to the My To-do tab, Action board.
2. Click the grey pencil icon next to the to-do you wish to edit.
3. Make your desired changes to the to-do description.

Method 2: To edit other aspects of a to-do, follow these steps:

1. Navigate to the My To-do tab, Action board.
2. Click the ellipsis (three dots) icon next to the to-do you wish to edit.
3. Make your desired changes. You can:
   • Change the to-do’s due date.
   • Edit notes.
   • Add or delete attachments.

How to delete a to-do.

To delete a to-do, follow these steps:

1. Navigate to the My To-dos tab, Action board.
2. Locate the to-do you wish to remove and click the eclipses (three dots) icon.
3. Click ‘Delete To-do’.

The to-do will be deleted.