To-do

To-do assists you in organizing and managing personal tasks.

Creating to-dos

To create a to-do, click {guilabel}New or the plus button ({guilabel}➕) next to a stage name. Add a title to your to-do, then click {guilabel}Add to save it or {guilabel}Edit to access more options.

If you choose to {guilabel}Edit a to-do, you have the option to add {guilabel}Tags, {guilabel}Assignees, or more information using the Odoo Editor.

:::{note}

Adding {guilabel}Assignees shares the to-do with the users selected.
Type / in the editor box to structure and format your content. You can also add media, links, and widgets. :::

:::{tip} You can create a new to-do on the fly from anywhere in Odoo by opening the command palette tool with the keyboard shortcut ´ctrl+k´ and clicking {guilabel}Add a To-Do, or by clicking the clock button and then {guilabel}Add a To-Do.

:alt: Adding a to-do on the fly

:::

Converting to-dos into project tasks

If you use the {doc}Project app <../services/project>, you can convert to-dos into project tasks. To do so, open a to-do and click the gear button ({guilabel}⚙), then {guilabel}Convert to Task.

Next, select the {guilabel}Project, {guilabel}Assignees, and {guilabel}Tags, then click {guilabel}Convert to Task. The to-do is now a project task and appears in the selected project.

:alt: Converting a to-do into a task

Managing the to-do pipeline

Your assigned to-dos are displayed on the app dashboard. You can drag and drop a to-do to move it from one stage to another.

:alt: Example of a to-do pipeline

:::{tip}

Click the {guilabel}+ Personal Stage button on the left of the pipeline to create a new stage.
Click the gear button ({guilabel}⚙) next to a stage to {guilabel}Fold, {guilabel}Edit, or {guilabel}Delete it.

:alt: Stage settings button

:::

Scheduling activities

To schedule an activity on a to-do, click the clock button on the app dashboard, then the {guilabel}+ Schedule an activity button.

:alt: Scheduling an activity from the To-do dashboard

To create the activity:

Select an {guilabel}Activity Type.
Select a {guilabel}Due date.
Choose who the activity should be {guilabel}Assigned to.
Add a brief {guilabel}Summary if needed. You can add a more elaborate description in the {guilabel}Log a note box.

Click {guilabel}Schedule to complete the action.

:::{note} The {guilabel}To Do activity is not a to-do task. Selecting it does not create a to-do task. :::

Viewing to-dos in the Project app

If you use the {doc}Project app <../services/project>, your to-dos also appear as private tasks under the {guilabel}My Tasks view.

:alt: Example of a "My Tasks" pipeline in the Project app

:::{note} A padlock icon is visible on your private tasks to quickly identify them among your project tasks. :::

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