Knowledge Base
Keep a to-do list in your Knowledge Base
Lists, priorities, due dates and a completion percentage, plus how to carry a Pre-Mortem's prevention steps into your lists.
The To-Do page keeps the follow-ups that come out of your notes, documents and thinking sessions in the same place as the thinking itself. It is organized around lists, so a project's tasks stay separate from your everyday ones.
Turn the page on first
To-Do is one of eight pages hidden from the sidebar on a new account. If you cannot see it under Capture, scroll to the bottom of the sidebar and click Show all features, or tick it in Settings, Navigation. See Show the pages hidden from your sidebar.
Make a list
- Open To-Do.
- Click New List. It is created as "Untitled List" and opens straight away.
- Click the list title to rename it, then press Enter.
Lists sit in a panel on the left. Click one to work in it. Hover over a list's name to see its archive and delete icons. Archiving hides the list. Archived lists sit in an Archived section at the bottom of the panel; open one and click Restore to bring it back. Deleting a list deletes its to-dos too and asks you to confirm first.
Add a to-do
With a list open, fill in the form at the top:
- Type the task in What needs to be done?
- Add Details (optional) if the task needs context.
- Set a due date and a priority: Low, Medium or High. Medium is the default.
- Click Add.
Managing items is quick. Click the checkbox to complete one, which sets off a small celebration. Use the pencil to edit the title and details, the trash icon to delete, and the handle on the left to drag items into the order you want.
Active, Completed and your score
Three filters sit above the list: All, Active and Completed. Above them, three counters track the list:
- Active: how many are still open.
- High Priority: how many of the open ones are urgent.
- Completion: the percentage finished, with a bar that fills as you work.
Carry a Pre-Mortem into your lists
A Pre-Mortem session has a Create Todos button that pulls the prevention steps out of the latest response and confirms how many it created. They go into a list called Inbox, which is created the first time you use it, and the message that confirms them has an Open To-Do link. Create Todos in Meeting Notes works the same way. Move or edit them from there.
Why it matters
Most good intentions die between the thinking and the doing. Putting the steps on a list in the same place you did the thinking closes that gap.