ToDo
Organize tasks on boards, assign them, filter them, and share them with the team.
ToDo
With ToDo, you organize tasks for your team on boards – including status columns, priorities, assignments, tags, files, and activity.
Open the module
You can find ToDo in the sidebar under Team → ToDo.
Always available
ToDo is a built-in feature: there is no module toggle under Administration. The menu item is always visible; what you can do on a board is controlled by board permissions (Read / Write / Admin).
Go to ToDo page
Boards
Under My Boards, you see all boards you have access to. In the top right, use New Board to create another one.
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Create a board
When creating a board, you specify:
| Field | Meaning |
|---|---|
| Name | Display name of the board |
| Description | Brief purpose – helps the team categorize tasks correctly |
| Abbreviation (Slug) | 1–3 uppercase letters (e.g. ADM, DEV). Appears in task numbers and in the sidebar |
Status template
A new board often starts without columns. With Use template, you create the default statuses:
- Open
- In progress
- Completed
You can adjust statuses at any time in the board settings.
Delete a board
Via the board menu or settings, you can delete a board. This is permanent and removes the associated tasks.
Cannot be undone
Deleting a board cannot be undone. Archiving individual tasks is usually the better alternative.
Views
In the ToDo sidebar and within a board, you switch between these views:
| View | Content |
|---|---|
| Kanban | Columns by status; move tasks via drag & drop |
| List | The same tasks as a list (toggle in the board header) |
| Relevant tasks | Tasks assigned to you or that you follow |
| All boards | Overview of all boards ("My Boards") |
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Board settings
Open a board and click Settings. There are four tabs:
Edit and save the board name and description.
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Create, rename, delete, and reorder status columns via drag handle.
- Default: New tasks land in this status.
- Done (Final): Tasks in this column are considered completed. For final columns, you can use Archive all in Kanban.
- Collapse columns: On narrow viewports, you can collapse/expand columns to save space.
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Add individual team members to the board and set their permission:
| Permission | Meaning |
|---|---|
| Read | View tasks, cannot create/edit |
| Write | View, create, and edit tasks |
| Admin | Manage board settings |
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Grant entire groups the same permissions (Read / Write / Admin) – practical for departments or roles.
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Tasks
Create a task
In Kanban: + New task in a column (or quick entry at the end of a column). Enter a title – the task appears with NORMAL priority.
Click a task to edit it.
Edit a task
In the detail panel, you have access to:
- Priority:
URGENT·HIGH·NORMAL·LOW(controls sorting by priority) - Status: via dropdown or drag & drop between columns
- Description: context for the team
- Start date / Due date
- Assigned to: one or more members
- Tags: e.g.
BUG,FEATUREfor categorization - Comments & activity: discussion plus change log (status, dates, priority, assignments, tags, …)
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Files
In the task detail under Files, you can upload attachments (drag & drop or file picker), download them, and delete them again.
Limits (count and size) depend on the team storage plan. For risky file types, TeamPanel warns before download.
Search, filters, and sorting
Search
In the ToDo sidebar, Search opens global task search (title, number, text). A match takes you to the appropriate board and opens the task.
Filters (board sidebar)
- My tasks – only tasks assigned to you
- Tags – by one or more tags
- Members – by assigned people
Sorting
In the filter area, you choose:
- Priority – urgent tasks first
- Date – by start/due date
Archive and restore
- Single task: Archive or Restore in the detail menu
- Final column: Archive all to archive all tasks in the column at once
- Board button Archive: view archived tasks of the board and restore them if needed
Archived tasks are marked and cannot be edited like active tasks until you restore them.
Move a task to another board
In the task menu: Move to board… → select target board → confirm.
The task switches boards (including a new task number in the target board context) and typically lands in the default status of the target board.
Follow and share
| Action | Benefit |
|---|---|
| Follow / Unfollow | Task appears under Relevant tasks, even without assignment |
| Share | Copies a direct link to the task to the clipboard |
Ideal when you want to stay informed about progress without being an assignee.
Plan limits
The number of boards and tasks depends on the team plan. On the Free plan, typically:
- 1 board
- 50 tasks (team-wide, total)
Paid plans allow significantly more boards and todos. Current values and upgrades are on the pricing page.
Limit reached?
When the maximum is reached, you cannot create more boards or tasks until you archive/delete or upgrade your plan.
Quick task from the home page
On the home page, you see your relevant tasks. With Create quick task, you create a new task directly:
- Choose a board with write permission
- Enter title (required) and optional description
- Create task
The task lands in the default status of the selected board – without going through the ToDo page.
Automation
Automations can react to ToDo events, e.g.:
- Task created / updated / deleted
- Members added to or removed from a task
This lets you notify a Discord channel, for example, without checking manually. Learn more in the automation documentation.