Documentation Center

Welcome to the IdeasToDone Documentation Center!

We will be gradually adding articles and videos beginning July 2022.

Getting Started

Here you’ll find a step by step guide to getting started with IdeasToDone.

Tutorials

These videos will show you how to do things in IdeasToDone for a particular feature, topic or view.

FAQ

This Frequently Asked Questions area will include answers to common questions.

What's New

We’ll introduce new features for IdeasToDone and how to use them right here.

Documentation Categories

In this section, find the area of IdeasToDone you’d like to learn more about. Then click on the icon to go to that section of the Documentation Library.

INBOXES

Looking for help regarding Inboxes? Tap/click on the icon or title above to get the information you need. How to set up Inboxes, rename Inboxes, re-arrange Inboxes and more.

PROJECTS

You’ll find all the documentation relating to projects by tapping/clicking on the icon or title above. There’s articles on adding project folders & lists, adding project tasks, re-arranging folders, lists and tasks and more.

FOCUS VIEW & SMART LISTS

Click/tap on the icon or title above to find the documentation on Focus View and it’s Smart Lists. You find articles and videos on various Smart Lists, how to use Smart Lists, using Multi-Edit with a Smart List and more.

TASK CALENDAR

Have a question or want to learn more about the Task Calendar? Click/tap on the icon or title above to see our Documentation Page for the Task Calendar. Learn how to reschedule tasks, block out time, and edit tasks within the Calendar.

DASHBOARDS

Check out our documentation for Dashboards by tapping/clicking on the icon or title above. You’ll learn about the different dashboards available and see what they look like, as well as how to use them.

TEMPLATES

Find out more about Templates by tapping/clicking on the icon or title above. Learn about creating Template Folders & Lists and adding template tasks. Get details on how to create a project from a template.

ORGANIZERS

Get information on everything related to Organizers by tapping/clicking on the icon or title above. Learn how to add and use Organizers to help you become better organized.

SETTINGS

You’ll find information on app level defaults for dates & times as well as links to our Getting Started documentation. You’ll also find how to communicate with us to report issues, request enhancements and more.

TASKS

You’ll find everything you need to know about tasks by clicking/tapping the icon or title above. Learn how to add, edit, complete and delete tasks for Inboxes, Projects, Smart Lists and Templates.

MULTI-EDIT

You can learn more about Multi-Edit by tapping/clicking the icon or title above. You’ll find all you need regarding Multi-Edits for Inboxes, Projects, Smart Lists and Templates.

RECURRING TASKS

You can find out all about recurring tasks by clicking/tapping the icon or title above. Learn how to set up daily, weekly, monthly or yearly recurring tasks for any task.

EDITING TASKS

Everything you need to know about editing tasks can be found by clicking/tapping the icon or title above. You can find out about how to set or change due dates, priorities, organizers and more.

Search Documentation

You can also search our Documentation Library. Please enter what you’d like to find in the Search Documents window below.

Mass Move Tasks

Mass Move Tasks

Getting Started Step 32. You can move several tasks in a single action. You can move several tasks from an Inbox or move several tasks from a Project.

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Mass Copy Tasks

Mass Copy Tasks

Getting Started Step 31. You can copy several tasks in a single action. You can copy several tasks from an Inbox or copy several tasks from a Project.

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Complete Tasks

Complete Tasks

Getting Started Step 30. There are several ways to complete tasks in IdeasToDone. The methods available will depend on the device you are using. These ways include…

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Set Up Reminders

Set Up Reminders

Getting Started Step 29. You can set multiple reminders for any task quickly and easily. Reminders can be set for any Inbox or Project task. Follow the steps below.

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Set Up A Recurring Task

Set Up A Recurring Task

Getting Started Step 28. Recurring Tasks in IdeasToDone are very powerful and flexible, yet easy to set up. Recurring Tasks can be set up for any Inbox or Project task that you’d like. Recurring Tasks include options for a variety of Daily, Weekly, Monthly, and Yearly recurring schedules.

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Create A Project From A Template

Create A Project From A Template

Getting Started Step 27. Creating a new Project from a Template is simple and fast to do. Creating a new Project from a Template will bring over all of the tasks from the Template, along with any task settings for each task such as priorities, task organizers, etc.

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Add Template Tasks

Add Template Tasks

Getting Started Step 26. A Template List can have an unlimited number of template tasks. A Template List can also have nested levels of template tasks.

A template task that has sub-tasks can be called a parent task. The sub-tasks can be called child tasks.

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Add Template Lists

Add Template Lists

Getting Started Step 25. Template Lists are similar to Project Lists. Template Folders are helpful for grouping and organizing your projects. Template Folders can contain Template Lists as well as other Template Folders.

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Add Template Folders

Add Template Folders

Getting Started Step 24. Template Folders are helpful for grouping and organizing your templates. Template Folders can contain Template Lists as well as other Template Folders. A Template Folder that belongs to another Template Folder can be called a Sub-Folder.

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REPORT AN ISSUE

Would you like to report an issue, bug or crash report? Please let us know what happened, and any detail as you can provide. We’ll get back to you as soon as we can.

REQUEST A FEATURE

Would you like to request a new feature or an improvement to an existing features? Feel free to ¬†let us know what you’d like to see in IdeasToDone.

MAKE A SUGGESTION

Would you like to make a suggestion? We’d be happy to hear from you! We are always looking to improve IdeasToDone to make it better for you.

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