Manage your tasks

Creating tasks is a great way of keeping track of all the things you have to do. By offloading your mind and put them into Doit.io, you can start focusing on what matters, getting things done. To add and manage tasks, follow these steps below. 

In this article we cover the following:

• Creating a Task
• Add a due date to a task
• Assign a Task
• Convert to a Task
• Set a task to Important
• Delete a task
• Keeping on top of your tasks using Tags

First of all, it's important to note there are 3 ways to add tasks to you Doit account:

• Create a task within a note
• Add a task via My Tasks
• Add a task via Calendar

Create a task 

Within a note

1. Bring up the following 'new section' toolbar by clicking on an empty section in the note
2. Click the 'add-task' icon  and write a task

You can also click the 'plus' icon to the left to add a new task or section anywhere within the note. 

 

Via My Tasks

Is your task due today or to be completed later in the week?

You can create individual tasks that aren't connected to any note when you add a task from My Tasks. Here tasks are arranged by due date but if no due date is included, then they are arranged in the order in which they were created.

 

 

If you create a new task from 'Today', it will be marked as overdue by tomorrow. If you are unsure by when it needs to be completed, you can create it under 'Later' and therefore will not appear in your overdue list at any point, unless you add a due date.

If you want more information about My Tasks, please take a look here.

 

 

Via Calendar view

Do you have a specific day you need to complete a certain task?

You can choose to create a task or event under a specific date. The task can then be moved around the calendar simply by changing the due date. For more detailed information about Calendar View, please check this out.

 

 

Add a due date

To make sure you don't miss out on a specific task or event, you can add a due date to your tasks. Click the add date button on the right hand side of the section. You will then get a reminder so that you don't forget about it. 

 

 

To add a date, follow these steps:

• Hover over any task or event and click 'Add date'
• You can then either write a time or date, or both directly in the menu, or; 
• Select a date from the calendar

Tip: Tip: As an example, you can add a date by writing the following 'Thursday 4pm - 5pm'

 

Assign a task

You can assign tasks to either yourself or the people you want to collaborate with. To assign a task click the 'Assign to' icon  at the right. 

From the dropdown list, you can invite those you wish to collaborate with. You can also write the email of the person directly.  

 

Convert to Task

If you start typing and later decide you want to convert the section into a task, this can be done at the touch of a button. No need to delete and type again in the correct section, all you do is click the icon on the far right of the section to open up the section menu as shown below. Alternatively you might choose to convert into an event instead.

 

 

Set a task to Important

To mark a task important, click 'Important' in the task dropdown menu to the right. The task will be marked in red to indicate that it's important.

 

 

Delete a task

To delete a task you can either delete it from the note itself using the backspace button Key: backspace repeatedly or go to the section menu to the right and clicking 'delete' in the dropdown list (as shown above).

 

Add a Tag

Tags are an easy way to organise or provide quick-access to specific content in a note or task list. They act as a filter and function in a similar way to Labels, however these are used to sort the content of the note such as specific tasks or events within the note. For more information on using Tags please look here.

 

 

Drag and Drop

Reorganise the order of your sections by dragging and dropping them as you please within a note.