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.
01.06.2023

Getting Started

Step 1

IdeasToDone OVERVIEW

 

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. 

These are the Views that correspond to the numbered items in the red circles above.:

1 – Inboxes View – Inboxes are for simple lists, random to-do’s, ideas, etc.

2 – Projects View – Projects are for more complex lists of related tasks. Projects can have unlimited levels of nested tasks and sub-tasks.

3 – Focus View – This view contains over 100 Smart Lists of tasks from your Inboxes and Projects that meet specific pre-defined criteria.

4 – Calendar View – This view includes Day, Week, Month, and List views of scheduled tasks on iPad and Mac. On iPhone, you have a Day View of scheduled tasks.

5 – Dashboard View – Over 25 Dashboards (charts) provide a visual view of your productivity and upcoming workload.

6 – Templates View – This view is for all your Templates, which are reusable project lists.

7 – Organizers View – This is where you set up and manage seven (7) different types of Task Organizers.

8 – Settings View – This is where you can manage the App Settings, review Getting Start documentation, and communicate to IdeasToDone support.

Inboxes View

The graphic below highlights the major elements of the Inboxes View.

The following is a brief explanation of the numbered items from the Inbox Overview  graphic above:

1 – Inboxes Directory: lists all of your inboxes

2 – Tasks: lists all of the tasks for the selected Inbox

3 – QuickAdd Button: opens the QuickAdd window for you to add new Inboxes

4 -QuickAdd Button: opens the QuickAdd window for you to add new tasks

5 – Action Button: brings up a list of actions you can take on the tasks you’ve selected

6 – Inbox Menu: brings up a list of options you can choose for the particular Inbox

7 – Badge Counter: shows the number of tasks in the Inbox

8 – Task Menu: brings up a list of options you can choose for the particular task

9 – Edit Task Button: brings up the Edit Task window with options you can set for the task

Projects View

The Projects View includes all of your projects and their related tasks.

The graphic below highlights the major elements of the Projects View.

The following is a brief explanation of items from the Projects View graphic above:

1 – Projects Directory: includes all of your Project Folders and Project Lists

2 – Tasks: shows all of the tasks for the selected Project

3 – QuickAdd Button: opens the QuickAdd window for you to add new Project Folders and Project Lists

4 -QuickAdd Button: opens the QuickAdd window for you to add new tasks to your project

5 – Action Button: brings up a list of actions you can take on the tasks you’ve selected

6 – Project Menu: brings up a list of options you can choose for the particular Project Folder or Project List

7 – Badge Counter: shows the number of tasks in the Project

8 – Task Menu: brings up a list of options you can choose for the particular task

9 – Edit Task Button: brings up the Edit Task window with options you can set for the task

10 – Project Folder: Project Folders can contain other Project Folders and Project Lists

11 – Project List: a Project List includes the tasks for the project

12 – Parent Tasks: a parent task can include other tasks within it 

13 – Sub-Tasks or Child Tasks: a sub-task or child task belongs to a parent task

Focus View

The Focus View includes over 100 Smart Lists. These Smart Lists are specialized, filtered lists from all of your Inboxes and Projects.

The following is a brief explanation of the numbered items from the Focus View graphic above:

1 – Smart List Directory: includes sections organized by groups of Smart Lists

2 – Tasks: shows all of the tasks for the Smart List you’ve selected

3 – Filter Persona Button: opens a list of Personas to filter the Smart List

4 – Action Button: brings up a list of actions you can take on the tasks you’ve selected

5 – Task Menu: brings up a list of options you can choose for the particular task

6 – Edit Task Button: brings up the Edit Task window with options you can set for the task

Calendar View

The Calendar View is where you can review and manage your tasks in a calendar format. You can also reschedule tasks and change the start and end time for a task using drag and drop.

The following is a brief explanation of items from the Calendar View graphic above:

1 – Prior / Next Buttons: these buttons move the calendar from the current period to the prior period (Day, Week, Month) or the next period.

2 – Scheduled Tasks: shows all of the scheduled tasks for the current period.

3 – Today Button: brings up Today in the view (Day, Week, Month) you are currently using.

4 – Date Information: shows the date information for the view (Day, Week, Month) you are looking at.

5 – View Buttons: us these buttons to change the view (Day, Week, Month, List) you want to see.

6 – Persona Filter: brings up a list of Personas you can choose to filter the tasks for the selected Persona.

7 – Display Priority Color Button: brings up a list of priorities (Importance, Urgency, Impact, Effort) you want to use to color code your tasks.

8 – Done Button: Closes the Calendar and takes you back to the last View you were working on.

Dashboards View

The Dashboards View includes over 25 different charts for reviewing your productivity and upcoming workload.

The following is a brief explanation of items from the Dashboards View graphic above:

1 – Dashboards Directory: shows a list of the different dashboards available.

2 – Dashboard Display: shows the Dashboard chart, title and legend.

Templates View

The Templates View is a dedicated space for setting up, organizing and managing your templates. Templates are reusable, model Projects. You can create a new project from a template.

The following is a brief explanation of items from the Templates View graphic above:

1 – Templates Directory: includes all of your Template Folders and Template Lists

2 – Tasks: shows all of the tasks for the selected Template

3 – QuickAdd Button: opens the QuickAdd window for you to add new Template Folders and Template Lists

4 -QuickAdd Button: opens the QuickAdd window for you to add new tasks to your template

5 – Action Button: brings up a list of actions you can take on the tasks you’ve selected

6 – Template Menu: brings up a list of options you can choose for the particular Template Folder or Template List

7 – Badge Counter: shows the number of tasks in the Template

8 – Task Menu: brings up a list of options you can choose for the particular task

9 – Edit Task Button: brings up the Edit Task window with options you can set for the task

10 – Template Folder: Template Folders can contain other Template Folders and Template Lists

11 – Template List: a Project List includes the tasks for the project

12 – Parent Tasks: a parent task can include other tasks within it 

13 – Sub-Tasks or Child Tasks: a sub-task or child task belongs to a parent task

14 – Action Button:  brings up a list of actions you can take on the Template Folders and Template Lists.

Organizers View

The Organizers View is where you go to add new Organizers and make changes to Organizers. 

The following is a brief explanation of numbered items from the Organizers View image above:

1 – Organizers Directory: shows each of the major Organizer Categories.

2 – Organizers: lists all of the specific organizer values for the selected Organizer Category.

3 – Active Organizer Category: the active Organizer Category that you selected is highlighted.

4 -QuickAdd Button: opens the QuickAdd window for you to add new Organizers for the Organizer category you are working on.

5 – Organizer Menu: brings up a list of options you can choose for the particular Organizer.

6 – App Default Indicator: the blue dot to the left of the Organizer for Task Types indicates it is the app level default for task types.

 

Settings View

The Settings View is where you’ll find app-level defaults for date and time related elements of IdeasToDone. It is also where you can get quick access to IdeasToDone documentation. There is also links to report issues, make suggestions or request a feature, etc.

The following is a brief explanation of the numbered items from the Settings Overview graphic above:

1 – Settings Directory: this area displays all of the app -level settings, as well as documentation & tutorials (when available), and how you can contact IdeasToDone.

2 – Setting Details: shows the task description and you can make any changes to it that you’d like.

3 – Active Selected Setting: the setting that you selected will be highlighted.

4 -Task Start Section: this is where you will set the app-level default start time for any tasks you create.

5 – Task Duration Section: this is where you will set the app-level default task duration for any tasks you create.

6 – Location/Time Zone: this option lets you set the time zone option that will be used to display your tasks.

7 – Date Format: this is the format that will be used to display the date format you want in IdeasToDone.

8 – Getting Started: includes the Step by Step documentation for getting started with IdeasToDone.

9 – How To’s and Tutorials: this will provide links to various tutorials and videos.

10 – Help and Support: this will provide quick links to our website to report an issue, make a suggestion, write a review or terstimonial, and make a suggestion.

11 – Contact Us: this will send you to the Contact Us form on our website.

Edit Tasks

The Edit Tasks window is where you will set up or change all the settings related to a particular task.

The following is a brief explanation of the numbered items from the Edit Task graphic above:

1 – Cancel Button: use this to back out and go back to the task list. No changes will take effect.

2 – Task Description: shows the task description and you can make any changes to it that you’d like.

3 – Dates Section: this is where you set or change any date related elements for the task. This includes due date, start time and duration, as well as recurring tasks and reminders.

4 -Priorities Section: this is where you will set or change the priority levels for Importance, Urgency, Impact, and Effort. Red is highest, Orange is major, Amber is medium, teal is some, and blue is low. Black is none or not set.

5 – Organizers Section: these are where you can assign Task Organizers to your task. There are six (6) different Task Organizer Categories – Task Type, List Group, Context, Location, Task Status, and Tags.

6 – Persona: this is where you can assign a Persona to the task. A Persona can be different hats you wear in different areas of your life. A Persona can also be another person that you want to assign a task to

7 – URL (Weblink): you can add a URL here for your task for use later. It’s best to copy and paste the URL from your browser, so that it includes the full URL. For example, use https://ideastodone.com rather than ideastodone.com or www.ideastodone.com.

8 – Note: you can add an unlimited amount of text in your note.

9 – Save Button: when you are done with editing your task, make sure to tap/click the Save Button. Otherwise, the changes you made will not take effect.

Join Our Newsletter

Related Posts

Additional Information

Currently, the links in the sections below are not available. We will be adding more documentation articles and videos, as well as blog posts, throughout 2023 and beyond.

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!