Skip to content

Creating To Dos

To Dos help you track tasks, action items, and follow-ups within a project. They can be assigned to team members, prioritized, and linked to chats.

Creating a To Do

From the Project Page

  1. Open a project and ensure you're on the To Dos tab (📋).
  2. Click New To Do in the project header.

  3. Fill in the fields:

    Field Required Details
    Title Yes What needs to be done (up to 300 characters).
    Description No Additional details (up to 2,000 characters).
    Priority Yes Low, Medium (default), or High.
    Status Yes Backlog (default), Work in Progress, Blocked, or Done.
    Assignee No Select a project member, or leave as "Unassigned."
    Due Date No An optional deadline.

  4. Click Create To Do.

Create To Do modal

From a Chat

You can also create a to-do directly from a chat:

  1. In a chat, click the New To Do button in the chat header.
  2. Fill in the same fields as above.
  3. The to-do is automatically linked to the current chat.

Editor or Admin required

You need the Editor or Admin role to create to-dos.

To Do Layout

To-dos are grouped into four status columns:

Status Description
Backlog Tasks that haven't been started yet.
Work in Progress Tasks currently being worked on.
Blocked Tasks that are stuck or waiting on something.
Done Completed tasks.

Each to-do card shows:

  • A status dot (clickable to change status).
  • The title and priority badge (colored: High, Medium, Low).
  • Assignee name and due date (if set). Overdue items are highlighted in red.
  • A chat link — either "Go to Chat" (if linked) or "Discuss" (to create a linked chat).
  • Edit and Delete buttons (for Editors and Admins).

Editing a To Do

  1. Click the edit icon on a to-do card.
  2. Update any fields.
  3. Click Save Changes.

Changing Status Quickly

You can change a to-do's status without opening the edit modal:

  1. Click the colored status dot on the left side of a to-do card.
  2. A dropdown appears with all four status options.
  3. Select the new status.

Deleting a To Do

  1. Click the delete icon on a to-do card.
  2. Confirm the deletion.

Warning

Deleted to-dos cannot be recovered.