Documentation Center

Welcome to the IdeasToDone Documentation Center!

We will be gradually adding articles and videos throughout 2023.

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 includes answers to common questions.

What's New

We’ll introduce new features for IdeasToDone and how to use them right here. Coming in 2023.

Documentation Categories

Throughout the remainder of 2023, we will be expanding our Documentation Center library by adding articles and video tutorials for each of the areas described below. For now, please refer to the Getting Started Documentation page.

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.

PLATFORM SUPPORT

You can about the platforms that IdeasToDone runs on and does not run on and also check out the FAQ section.

PRIVACY & SECURITY

You can learn about privacy and security-related topics and our frequently asked questions in this area.

PRICING & BILLING

You can get your questions answered regarding pricing and subscription billing, cancellation, etc. here as well as frequently asked questions.

Search Documentation Center

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

Rearrange Project Tasks

by John Andrews | Jan 6, 2023

Getting Started Step 19. After you’ve added tasks to a Project List, you can easily rearrange them using drag & drop.

Using Multi-Edit

by John Andrews | Jan 6, 2023

Getting Started Step 13. Multi-Edit is a way to edit several selected tasks in a single action.

Multi-Edit is available for Inboxes, Projects, and for Smart Lists in Focus View.

Review App Settings

by John Andrews | Jan 6, 2023

Getting Started Step 4 is to review the app Settings, particularly for the app level defaults for Date and Time. You can make any changes for the defaults that you’d like.

Add Project Lists

by IdeasToDone | Jan 6, 2023

Getting Started Step 15. Project Lists are geared toward more complex lists of related tasks. There are three ways to add a Project List. Each way is described in this article.

Edit Project Tasks

by IdeasToDone | Jan 6, 2023

Getting Started Step 20. Once you’ve added your Project tasks, you can begin setting due dates & times, priorities, and task organizers for any of these tasks.
Editing Project Tasks is very similar to adding Inbox Tasks

Mass Move Tasks

by John Andrews | Jan 6, 2023

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.

Rearrange Project Folders

by John Andrews | Jan 6, 2023

Getting Started Step 17. After you’ve added Project Folders (either stand-alone or within other Project Folders), you can easily rearrange them using drag & drop.

Editing Inbox Tasks

by John Andrews | Jan 6, 2023

Getting Started Step 12. Once you’ve added your Inbox tasks, you can begin setting due dates & times, priorities, and task organizers for any tasks. These settings are optional.

Add Template Folders

by John Andrews | Jan 6, 2023

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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