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
