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    18-08-Todoist Setup Guide

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    Nick
    This document provides a 3-step summary for setting up and using the Todoist task management app: 1. Download the Todoist app from the app store and create an account with your email and password. 2. Get familiar with the Todoist interface, including projects, tasks, dates, and advanced date features. 3. Learn how to collaborate with others on shared projects, including accepting invites, seeing assigned tasks, and adding notes.

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    Download as PDF, TXT or read online from Scribd

    18-08-Todoist Setup Guide

    Uploaded by

    Nick
    60 views14 pages
    This document provides a 3-step summary for setting up and using the Todoist task management app: 1. Download the Todoist app from the app store and create an account with your email and password. 2. Get familiar with the Todoist interface, including projects, tasks, dates, and advanced date features. 3. Learn how to collaborate with others on shared projects, including accepting invites, seeing assigned tasks, and adding notes.

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    This document provides a 3-step summary for setting up and using the Todoist task management app: 1. Download the Todoist app from the app store and create an account with your email and password. 2. Get familiar with the Todoist interface, including projects, tasks, dates, and advanced date features. 3. Learn how to collaborate with others on shared projects, including accepting invites, seeing assigned tasks, and adding notes.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    60 views14 pages

    18-08-Todoist Setup Guide

    Uploaded by

    Nick
    This document provides a 3-step summary for setting up and using the Todoist task management app: 1. Download the Todoist app from the app store and create an account with your email and password. 2. Get familiar with the Todoist interface, including projects, tasks, dates, and advanced date features. 3. Learn how to collaborate with others on shared projects, including accepting invites, seeing assigned tasks, and adding notes.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 14

    Setup Guide

    | Carl Pullein
    Step 1
    Download the app from your app store of choice

    Todoist is available on almost all platforms. You can download the app for FREE
    on iOS, Mac OS, Windows, Android, Windows Mobile and Blackberry.
    You can also use Todoist on the web via www.todoist.com

    Once you open Todoist for the first time, you will
    be asked to create an account.

    All you need is your email address and a


    password to get set up.
    Getting To Know Todoist
    The basic interface.

    The Sidebar:
    Here you will find all your projects, labels and filters.

    You will also find your list of tasks for today and the
    next seven days as well as you inbox for tasks you
    have collected.

    The right-hand side is


    where you will see your
    When you first open Todoist, you will find some projects complete lists.
    already created for you. You can change these very easily.
    Getting To Know Todoist
    Creating tasks.

    Click on your inbox to go to your inbox.

    Click/tap the “+ Add Task” to create a task

    This will open a text field where you can write your task
    (When you hit return or “Add Task” it will automatically
    open up a new create task box)

    ADVANCED TIP: You can create a task by hitting “q” anywhere within the app.
    Getting To Know Todoist
    Adding due dates.

    When you type a date, Todoist will automatically recognise


    the date and highlight the date. If you do nothing, that date
    will be added to the task.

    If you do not want the date to be added, just click on the


    highlighted date and it will be removed as a date.
    Getting To Know Todoist
    Adding due dates.

    You can also tap the “schedule” field to select a date or just
    type the date directly in this field.

    This will also bring up the date picker where you can select
    the date you want.
    Getting To Know Todoist
    Advanced dates

    You can create recurring tasks using Todoist’s natural date


    recognition technology. You can use phrases such as:
    - “every Friday”
    - “every second Monday”
    - “Every two days”
    - “Every 1” (means every 1st of the month - 1 September)
    Creating Projects
    Editing the project list

    Click on the three dots at the side of the project.

    From the drop-down menu select “Edit project”


    Creating Projects
    Editing the project list

    You can type in the name of your project right here

    Clicking on the coloured dot will allow you to


    change the colour of the project.
    Creating Projects
    Creating a new project.

    Click on the + Add Project

    You can reorder you project list by


    moving your mouse over the project
    and grabbing the grab handle and dragging
    the project where you want it.

    You can now create your new project. Once done,


    click Add Project
    Step 2
    Collaborating with others
    Only those who have a premium/business Todoist account can share projects with others.
    Those using the free version, will only be able to see projects/tasks assigned to them.

    When you are invited to a project you will get a


    notification. Click on the notification and choose
    Accept

    Once accepted, the shared project will be


    added to your projects list
    Step 2
    Collaborating with others

    When a task is assigned to you you will see your


    avatar/image/initials at the side of the task due date.

    You will also see a little orange indicator to say you


    have a new task assigned to you.
    Step 2
    Collaborating with others

    If you see a speech bubble at the side of the task,


    this means there is a note attached to the task.

    Clicking on the speech bubble will reveal the note.


    You can respond to the note by writing in the
    comment section.
    Further information and set up guides

    Todoist’s setup guide online.

    A series of ten videos that take you through the setup step by step.

    | Carl Pullein
    www.carlpullein.com

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