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.

Add Project Tasks

by John Andrews | Jan 6, 2023

Getting Started Step 18. There are two ways to add tasks to your Project Lists. The first is using QuickAdd. This will add the new task(s) to the very bottom of the Project List. The second method is adding a task(s) above, below, or within another task.

Rearrange Inbox Tasks

by John Andrews | Jan 6, 2023

Getting Started Step 10. After you’ve added tasks to an Inbox, you can easily rearrange them using drag & drop.

The way you can rearrange tasks for an Inbox will vary slightly depending on if you using an iPhone, iPad, a Trackpad on a Mac, or a mouse on a Mac.

Add Tasks To Your Inboxes Using QuickAdd

by John Andrews | Jan 6, 2023

Getting Started Step 9. Now it’s time for you to add tasks to your Inboxes.

Add as many tasks as you’d like. You can add more later. You can also rename them any time you want. And you can delete them if you no longer need them.

Set Up Reminders

by John Andrews | Jan 6, 2023

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.

Set Up Default Task Types And Personas For Each Inbox

by John Andrews | Jan 6, 2023

Getting Started Step 7. You can optionally add a default Task Type and a default Persona for each of your Inboxes. You should set these up if most of the tasks you add for an Inbox pertain to a particular Task Type or Persona.

Rearrange Project Lists

by John Andrews | Jan 6, 2023

Getting Started Step 16. After you’ve added Project Lists (either stand-alone or within Project Folders), you can easily rearrange them using drag & drop.

Add Project Folders

by John Andrews | Jan 6, 2023

Getting Started Step 14. Projects are geared toward more complex lists of related tasks. If your projects are likely to require sub-tasks or nested levels of tasks, then Projects are exactly what you need. Project Folders are helpful for grouping and organizing your projects.

Mass Copy Tasks

by John Andrews | Jan 6, 2023

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.

Rearrange Inboxes

by John Andrews | Jan 6, 2023

Getting Started Step 6. After you’ve added your Inboxes, you can easily rearrange them using drag & drop.

The way you can rearrange an Inbox will vary slightly depending on if you using an iPhone, iPad, a Trackpad on a Mac, or a mouse on a Mac.

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