Getting Started
Documentation

STEP 1
IdeasToDone OVERVIEW

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)

STEP 3

Set Up Task Organizers

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

STEP 4

Review App Settings

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

STEP 6

Rearrange Inboxes

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)

STEP 7

Set up Default Tasks Types and Personas for Each Inbox

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)

STEP 9

Add Tasks to your Inboxes using QuickAdd

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

STEP 10

Rearrange Inbox Tasks

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

STEP 12

Editing Your Inbox Tasks

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

STEP 13

Using Multi-Edit

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

STEP 15

Add Project Lists

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

Next, you can optionally set defaults for each project which can improve your efficiency in managing your tasks.
(30 seconds)

STEP 17

Rearrange Project Folders Using Drag & Drop

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

STEP 18

Add Project Tasks

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

STEP 19

Rearrange Project Tasks Using Drag & Drop

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

STEP 21

Review & Use the Task Calendar

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

STEP 22

Review & Use Smart Lists in Focus View

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

STEP 24

Add Template Folders

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

STEP 25

Add Template Lists

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

STEP 27

Create a Project From a Template

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

STEP 28

Set Up a Recurring Task

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

STEP 30

Complete Tasks

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

STEP 31

Mass Copy Tasks

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)