To-Do

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Task Item

This article discusses the concept of task creation, focusing specifically on to-dos. While there is a separate guide on task creation, our goal here is to understand the theoretical aspects and the various functionalities that to-dos offer within our task management system.

Overview of To-Dos

To-dos are simple tasks that act as reminders for small activities. They differ from more complex tasks and appointments, as they do not require specific actions within the software. Instead, they serve as quick notes or reminders for either yourself or someone else.

Key Features of To-Dos

Simple Reminders: To-dos are straightforward tasks meant to remind you of activities that need to be completed.
Delegation: You can assign to-dos to other team members, ensuring clear responsibility.
Prioritisation: To-dos can be marked as high or low priority to help manage your task list.

Managing To-Dos

Viewing and Updating To-Dos

Task List View: To-dos are displayed in a list format, grouped by categories such as priority or associated matter.
Indicators and Flags: Icons indicate properties like high priority, notes, start and due dates, and delegation status.
Task Preview: The preview section provides a summary of each to-do.

Completing To-Dos

Marking as Completed: Right-click on the to-do and select "Mark Completed." This removes it from the active task list.
Reviewing Completed Tasks: You can view completed tasks by selecting the appropriate filter.

Advanced Features

Recurring To-Dos

For tasks that need to be done regularly, set the recurrence pattern and specify if it should be limited to business hours.

Delegation and Collaboration

Delegate tasks to team members to facilitate collaboration and ensure clear responsibility.

Prioritisation and Organisation

Set priorities and associate to-dos with specific matters or projects to manage your workload effectively.

Conclusion

To-dos are a vital part of task management, offering a simple yet effective way to track small tasks and reminders. By understanding their functionality, you can better utilise to-dos to enhance productivity and ensure important activities are completed on time. Whether for personal use or team collaboration, to-dos help streamline your workflow and improve efficiency.