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ToDos

ToDos are items you plan for a project and track over time. Each ToDo has a status, a due date, an estimated workload, and a progress bar that reflects the time tracked against it. From a ToDo you can add tasks and convert your planning into tracked work.

ToDo list​

The ToDo list shows all your ToDos with their progress and status.

ToDo list with summary cards, filters, and table

At the top, two summary cards show the number of Open and Closed ToDos.

Use the controls above the table to narrow the list:

  • Search: find a ToDo by name.
  • Project filter: show ToDos from a single project or All projects.
  • Status filter: show Open, Closed, or All ToDos.

The table has these columns:

  • Project: the project the ToDo belongs to.
  • ToDo: the name of the ToDo.
  • Tracked: the total time tracked against the ToDo.
  • Progress: a bar with a percentage based on the tracked time and the estimation.
  • Status: an Open or Closed badge.
  • Edit: open the ToDo form to change it.
  • Delete: remove the ToDo.

To create a ToDo, click New ToDo in the top right corner.

Create or edit a ToDo​

The ToDo form is used both when you create a new ToDo and when you edit an existing one.

ToDo form with project, name, description, status, due date, members, and estimation fields

Fill in the fields:

  1. Project: choose the project the ToDo belongs to.
  2. Name: enter a name for the ToDo.
  3. Description: add details using the formatting toolbar (bold, italic, strikethrough, headings, lists, quote, code, and links).
  4. Status: set the ToDo to Open or Closed.
  5. Due Date: pick the date the ToDo is due.
  6. Members: choose which project members the ToDo applies to, or leave it set to All.
  7. Estimation: enter the estimated workload in hours (h) and minutes (m).
  8. Click Save.

ToDo details​

Open a ToDo to see its full details and the work tracked against it.

ToDo details view with duration, total, expenses, and break summary cards

Four summary cards at the top show:

  • Duration: the total time tracked.
  • Total: the total value of the tracked work.
  • Expenses: the total expenses.
  • Breaks: the total break time.

The view has two tabs:

  • Details: shows the Project, Status, Due Date, Members, Estimation, a Progress bar with a percentage, and the Description.
  • Tasks: lists the tasks tracked against the ToDo.

From the top right corner you can:

  • Click New Task to add a task to the ToDo and start tracking work against it.
  • Click Edit to open the ToDo form and change its details.
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