Getting Started
Documentation

Welcome to IdeasToDone!
You’ll find a step-by-step guide
to getting started with IdeasToDone below.

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.

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)

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!

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 5

Add Inboxes

Add Inboxes using QuickAdd. Also try adding Inboxes above or below another Inbox.
(15 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 8

Go Through the Tasks Overview

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

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 11

Go Through the Edit Tasks Overview

This overview will show you all of the options you have for organizing and managing your tasks.
(3 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 14

Add Project Folders

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

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)

STEP 15A

Set Up Default Task Types and Personas For Each Project

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

STEP 16

Rearrange Project Lists Using Drag & Drop

Next, let’s see how to re-arrange your Project Lists using drag & drop.
(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 20

Edit Project Tasks

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

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 23

Review Dashboards

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

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 26

Add Template Tasks

Now, let’s add Template Tasks to a Template List.
(15 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 29

Set Up Reminders

Now, let’s set up reminders.
(15 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)

STEP 32

Mass Move Tasks

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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Add Project Tasks

by John Andrews | Jan 6, 2023 | Documentation, Projects, Tasks

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 | Documentation, Getting Started, Inboxes, Tasks

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 | Documentation, Getting Started, Tasks

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 | Documentation, Tasks

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 | Documentation, Getting Started, Inboxes

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 | Documentation, Getting Started, Projects

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 | Documentation, Projects

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 | Documentation, Getting Started, 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.

Rearrange Inboxes

by John Andrews | Jan 6, 2023 | Documentation, Getting Started, Inboxes

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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