Getting Started

Documentation

Welcome to IdeasToDone! You’ll find a step by step guide to getting started with IdeasToDone below. You can get through these steps very quickly and they will help you get oriented to IdeasToDone and make using IdeasToDone easier and more efficient.

Getting Started

Welcome to IdeasToDone! Everything that you need to get started with IdeasToDone can be found on this page. 

We recommend going through the step below in order as it will get you oriented to IdeasToDone and get you rolling before you know it! And your overall experience will be better for it.

IdeasToDone Walkthroughs

Below are the Getting Started Walkthroughs. These are longer articles and videos that will get you quickly oriented to IdeasToDone so that you can go through the remaining steps faster. 

This is a quick overview that will go through the entire IdeasToDone app to get you oriented to where everything is.
(8 minutes)

Step 2

IdeasToDone TOUR

This overview video will introduce you to the major Views in IdeasToDone as well as the major functions that you’ll likely be using a lot.
(Coming Soon)

IdeasToDone IN-DEPTH TUTORIAL (Optional)

This tutorial contains an in-depth article about IdeasToDone, as well as several short videos.
(Coming Soon)

Getting Started

Step By Step

 

Now that you have a great overview of IdeasToDone, it’s now time to get started with getting everything set up!

First, let’s set up some Organizers that you can use in Step 6.
(30 seconds)

Now, let’s quickly go to Settings, and set up the date related defaults.
(10 seconds)

Add Inboxes using QuickAdd. Also try adding Inboxes above or below another Inbox.
(15 seconds)

Next, you may want to set up a default Task Type for your Inboxes. While you’re at it, you can also assign a default Persona for your Inboxes.
(30 seconds)

Next, you may want to set up a default Task Type for your Inboxes. While you’re at it, you can also assign a default Persona for your Inboxes.
(30 seconds)

Now take a look at the Task Overview article.
(2 minutes)

Now add some tasks to the Inboxes you created in Step 5 using QuickAdd.
(30 seconds+)

Now take a look at the Task Overview article.
(2 minutes)

This overview will show you all of the options you have for organizing and managing your tasks.
(3 minutes)

This short tutorial will show you how to set up a due date, priorities, organizers, and personas for a task.  (3 minutes)

Now, let’s see how to use Multi-Edit to assign task settings for multiple selected tasks.
(2 minutes)

Let’s move over to Projects. You’ll likely want to add Project Folders, so let’s start with that.
(1 minute)

Let’s move over to Projects. You’ll likely want to add Project Folders, so let’s start with that.
(1 minute)

Next, let’s see how to re-arrange your Project  Lists using drag & drop.
(30 seconds)

Next, let’s see how to re-arrange your Project Folders using drag & drop.
(30 seconds)

Now you can add tasks to your Project Lists that you set up in Step 13.
(1 minute)

Now, re-arrange your tasks using drag & drop.
(45 seconds)

Next, you can add some due dates, priorities, and organizers to some of your tasks.
(2 minutes)

Now, let’s check out the Task Calendar.
(2 minutes)

Next, let’s go to the Focus View and review a couple of Smart Lists, and edit a couple of tasks.
(2 minutes)

Now, let’s go over to Dashboards and check out a few dashboards.
(20 seconds)

Let’s get started with an introduction to Templates and add Template Folders.
(2 minutes)

Now let’s add a Template List.
(90 seconds)

Now, let’s add Template Tasks to a Template List.
(15 seconds)

If you’re ready, let’s create a new Project from a Template.
(2 minutes)

Now let’s set up a couple of recurring tasks.
(90 seconds)

Now, let’s set up reminders.
(15 seconds)

Now, let’s see a few ways to complete tasks.
(20 seconds)

If you’re ready to see how to mass copy some tasks, check out this short video. If not, go to the next step.
(20 seconds)

If you’re ready to see how to mass move some tasks, check out this short video. If not, go to the next step.
(20 seconds)

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IdeasToDone Overview

IdeasToDone Overview

Getting Started Step 1. IdeasToDone is a to-do list and task management app that will help you plan, organize and manage the tasks and other things you have going on in your life.
IdeasToDone has eight (8) different Views — each focused on a specific area of the app.

read more

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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Additional Information

Popular Articles

Check out these popular blog posts & articles:

Article 1

Article 2

Article 3

Article 4

Article 5

Blog Post Topics

Check out these blog post topics:

Announcements

New Features

FAQ

How To Articles

IdeasToDone

Productivity

Productivity Methods

Documentation Topics

Check out these documentation topics:

Getting Started

Tutorials

FAQ

What’s New

Inboxes

Projects

Focus View

Task Calendar

Dashboards

Templates

Organizers

Settings

Tasks

Multi-Edit

Recurring Tasks

Edit Task

Free Beta Test Program Beginning Soon!