How to Use Todoist Effectively — The Complete Guide

• Todoist

In this guide, you’ll learn how to:

1. Get things out of your head: Add and complete tasks every day
2. Stay on schedule by setting due dates and recurring due dates for your tasks
3. Keep track of your tasks using the Inbox, Today, and Upcoming views
4. Use projects to organize bigger goals
5. Focus on the right things by setting task priority levels
6. Never miss a thing by setting task reminders
7. Upload files and add information by adding task comments
8. Work together by sharing your tasks and projects
9. Add websites as tasks using browser extensions
10. Add emails as tasks using plugins or forwarding
11. Stay on top of a busy schedule by syncing your tasks with your calendar
12. Tag and organize your tasks using labels
13. Find the right tasks using search and filters
14. Pin your important projects, labels, and/or filters to favorites
15. Review your progress using the Productivity view
16. Stay motivated with Karma
17. Customize your Todoist with colorful themes
18. Connect Todoist with all the apps you already use

Before you start: Learn how Todoist works

You’ve got to walk before you run – get started with a quick overview of the basics:

If you haven’t already, create a Todoist account, log in, and start learning how to get things done every day by adding and completing tasks.

1. Get things out of your head: Add and complete tasks every day

Start by getting all the tasks you’ve been worrying about off your mind and into Todoist, so you can focus on just what’s in front of you right now. To add a new task, simply press + on any platform, type out the task name, and press Add task to save it.

Make it a daily habit to add tasks to Todoist whenever you think of them on whichever device is closest.Build a habit of adding a task to Todoist in seconds.

As the day goes on, review what you have to do using the Today view in the top left. Mark tasks as complete by clicking the circle to the left of the task or swiping the task from left to right on mobile.

Note

Tip: If you complete a task by mistake, you can always uncomplete it to bring it back.

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2. Stay on schedule by setting due dates and recurring due dates for your tasks

Instead of trying to do too much today, set future due dates for your tasks so you have the time to do your best work and hit important deadlines. 

To give a task a due date, simply type the date into the task field using natural language. For example, today, tomorrow, June 15, or next Monday. You can also add a specific time like June 15 at 9am. Todoist will automatically detect the due date and add it to the task when you save it.Set a due date like next Monday by typing it directly into the task field.

To more easily visualize your schedule, you can also pick a due date from a calendar. Just click or tap on the date field or calendar icon when adding or editing a task on any platform. From there, you’ll be able to manually pick a date from the calendar, or use any of our handy date shortcuts like Today, Tomorrow, or Next week.

Note

Note: When picking a task’s due date on the web you can peek at how many tasks you already have scheduled on that date by hovering over it.

Setting recurring due dates

Some tasks don’t happen just once — taking out the trash, writing a weekly status update, drafting quarterly reports, etc. Keep track of repeating tasks with recurring due dates.

To set a recurring due date, type the date into the task field using natural language just like you would for regular due dates. For example, every day, every Friday, every 3 days starting next Monday, and more.

When you complete a recurring task, it will automatically reset to the next occurrence so you’ll never miss it.

Changing due dates

Plans change (more often than we’d like) and due dates need to be updated.

If you’re in a rush and want to postpone a task by a day or push it to next week, right click on a task (Web, Windows, macOS) or swipe right to left (iOS, Android) and use the Tomorrow or Next Week shortcuts at the top of the menu.

If you need to reschedule the task to a specific date, open the task scheduler and click/tap on the new due date in the calendar below. Hit the right arrow to see more dates.

Of course, you can also change the date by editing the task and simply typing a new date into the task field.

Note

💡 Tip: To remove a task’s due date entirely, open the scheduler and click/tap No date.

Dig yourself out and reschedule all your overdue tasks in one go

When the tasks start to pile up, you may end up “snowballing”, endlessly postponing tasks by a day or week until you have an avalanche of overdue tasks.

Rebalance all your tasks in one go by clicking Reschedule in the top right of your Today or Upcoming view. You can also selectively reschedule a few tasks at a time. Simply select multiple tasks, click Schedule, and pick a date that is a little less hectic.

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3. Keep track of your tasks using the Inbox, Today, and Upcoming views

As you add and schedule more and more tasks, it gets harder to keep things organized and know what to work on first.

That’s why Todoist organizes your tasks into three useful views in the top left: Inbox, Today, and Upcoming.

Inbox: The default home for new tasks

The Inbox is the catch-all for any new task you add to Todoist that you’re not sure where to organize. It’s better to get the task out of your head quickly by adding it to the Inbox, then come back to either complete it right away or reorganize it into a new project for later.

Today: See every task that’s due today across all projects

Not sure what to work on next? Just open your Today view to see every task that has been scheduled for the day across all your projects. Keep completing tasks one by one, or postpone them if necessary, until you’ve reached Todoist Zero.

Note

💡 Tip: If you didn’t get to all of your tasks for the day, you can drag and drop them to the bottom of your Today list to postpone them to tomorrow.

Upcoming: See every task due in your future

Get a bird’s eye view of all the tasks due in the next few weeks, months, or years using the Upcoming view. You’ll see a day-by-day breakdown for every task that is coming your way. Plus, you can drag and drop tasks between days.Drag and drop a task from Friday to Saturday to free up some time to relax.

Note

💡 Tip: To look further out into the future, simply type the number of days into the Quick Find bar at the top of your Todoist. For instance, type in “14 days” to see all the tasks due in the next 14 days.

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4. Use projects to organize bigger goals

A single task isn’t always enough. If you’re working on a team presentation at work or planning a multi-stop trip, you’ll need a project to keep track of all the details.

To create a project in Todoist, scroll to the bottom of your project list and click Add project (on Android/iOS, go to your left-hand navigation menu and tap + to the right of Projects). Give your new project a name (maybe with an illustrative emoji ✈️) and click Add Task to start listing out all the relevant steps along the way.

You can quickly assign a task to a project by typing # into the task field to pull up a list of all your existing projects. Continue typing the project name to narrow down the list.

When should I use projects? 💡

• Coordinate your work with teammates
• Keep track of a side project
• Create a concrete plan to achieve a goal
• Save things to read or watch later
• Share a to-do list with a loved one

Note

💡 Tip: Save time and move multiple tasks to a new project at once.

Split bigger tasks into sub-tasks

Don’t be afraid to add smaller tasks to a project. For example, you’ll need plenty of little steps to take care of a task like “Write a video script”. Add sub-tasks for every step along the way to completing the bigger task.

Let’s say you’re writing a script as part of your #Video project: You can add sub-tasks named 1st draft, 2nd draft, and Final draft. Breaking big tasks down into smaller ones makes it less daunting to get started, and checking things off along the way builds momentum to get to the finish.Add sub-tasks to give yourself a path to finishing things.

Create a sub-task by dragging and dropping a regular task underneath a parent task (Web, Desktop, Windows). For Android and iOS, long press on the task and drag it to the right, under the parent task.

Completing sub-tasks is just like completing normal tasks: Click the circle to the left (Web, Windows, macOS) or swipe left to right (iOS, Android). To help you visualize your progress, completed sub-tasks will stay visibly crossed out until the parent task is completed.

Note

💡 Tip: If you want to hide a completed sub-task from view, hold down the shift key while completing it (Web, macOS, and Windows) or swipe left on a completed sub-task (Android & iOS).

Organize your project into sections

Keep your project tidy by organizing tasks into sections and adding tasks underneath each.

For instance, if you’re planning a project to run a marathon, you can have a section for tasks related to your Equipment (like buying new shoes and a tracksuit), your Training (like Run 5 miles tomorrow), and your Nutrition (like learning about different types of diets):

To create a new section, simply hover over the bottom of your task list to reveal the “Add section” action. You’ll then have the option to add new tasks underneath the section or drag and drop existing tasks into it.

Quickly add a task to any section of any project by typing “/” in Quick Add or in the task editor, too. For example, typing “#Big Ideas/Work” will add your task to the Work section of your Big Ideas project. This same slash also works while searching for sections or even adding them to a filter (more on those later).

Finally, you can also click or tap on the gray arrow to the left of a section name to collapse or uncollapse the section, making it easy to focus on just one part of your project at a time.

Keep related projects together using sub-projects

Once you’ve been using Todoist for a while, your list of projects tends to grow.

First off, try to keep your projects to a minimum. You only have so much time and energy and the more you can focus, the happier and more productive you’ll be.

But if you need the projects, keep it tidy using sub-projects.

Let’s say you’re starting a new semester at school and you want to keep all of your coursework in one easy to find place. Create a project for Schoolwork and projects for each course: Math, English, Chemistry, etc. Then drag and drop the courses underneath the Schoolwork project to turn them into sub-projects:

You can collapse your sub-projects underneath the parent project to hide them when you don’t need to see them by clicking on the arrow to the left of the parent project’s name.

People often use sub-projects to organize their list around the major areas of their life. For example, you could have just two parent projects — “Work” and “Personal” — so you can focus on just one area at a time. At work, you have your Personal projects hidden and at home you can have your Work projects hidden. Play around with your project organization to discover what makes most sense for you.

Note

💡 Tip: Using Todoist at school? Read the Student’s Guide to Todoist or the Educator’s Guide to Todoist.

Save your most used projects as templates

When you find yourself recreating the same project over and over again — like vacation packing lists, new client checklists, employee onboarding, etc. — save the project as a template to reuse later.

A template will save every task in the project. Later, you can import the template into a new project and make any changes you need.

Some templates may be useful to your friends, teammates, or coworkers too. You can share them by sending them the file or link.

You can also browse dozens of Todoist templates at todoist.com/templates to kickstart your next project.

Note

Tip: Learn best practices for taking a project from start to finish with our quick and easy guide to completing any project in Todoist.

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5. Focus on the right things by setting task priorities

Ok, now you know what tasks you have to do and when to do them. Now you need to figure out which tasks to do first.

Eating the frog means staring down the hard, important tasks you have to do today and doing them first. You’ll start your day with some momentum and kill any chance to procrastinate.

In Todoist, mark your most important task with a red color by setting its task priority to p1. Your Today and Upcoming views will automatically sort based on priority so your p1 tasks will always show up at the top. That way you’ll always know which frog to eat at the start of your day.

Todoist offers four priority levels: 1 being the most important (marked as red) and 4 being everything else (no color). To set a priority, type “p” into the task field followed by the priority level you want, e.g., “Eat the frog p1”.

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6. Never miss a thing by setting task reminders

What’s the point in using a task manager if you forget to finish important tasks? Fortunately, you can have Todoist send you a reminder by email or push notification when a task is coming up.

Automatic reminders

When you set a due date and time for a task, Todoist will automatically send you a reminder 30 minutes before the task is due (you can change the default reminder time in Settings > Reminders).

Manual reminders

When you absolutely can’t afford to miss a task, set manual reminders that will trigger at any time (or any place) you want.

To set a reminder, click on the task, then click on the clock icon in the bottom right and set a trigger for the reminder one of three ways:

1. Specify a date and time for the reminder like “tomorrow at 10am”.
2. If your task has a due date and time, you’ll have the option to set a relative time for the reminder, like 1 hour before the task is due.
3. If you have the Todoist app on your mobile device, you’ll have the option to set a location-based reminder and choose a specific location to trigger the reminder.

Note

Reminders are a paid feature in Todoist’s Pro plan.  Compare Todoist’s plans and see which one is right for you.

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7. Upload files and add information by adding task comments

When you’re busy, you don’t want to waste time searching for files and information related to your tasks. Get in the habit of attaching related notes and files to each of your tasks in task comments. For example:

• If you’re traveling, add a comment to your travel task with the address and a link to the map.
• If you’re submitting a report, attach the working document to the task.
• If you’re working on a design, add a comment with your latest mockups.
• If you’re working with a team on a presentation, attach the slide deck so everyone can discuss it in the comments.

To add a comment or upload a file, hover over a task on the web (or tap a task on Todoist mobile) and click the speech bubble icon to open the comment view. Then drag and drop your file into the input box and/or type out your comment.Keep up the good work, team. 👍

Note

💡 Tip: Use project comments to save information for an entire project as opposed to a single task.

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8. Work together by sharing your tasks and projects

Completing tasks gets easier when you don’t have to do all the work yourself. Whether you’re delegating family errands or coordinating a project with your team, Todoist’s shared projects keep tasks, due dates, comments, and files organized in a single place that everyone has access to.

To share a project on Web, macOS, or Windows, right-click the project you want to collaborate on and click Share Project. To share on Android or iOS, open the project you want to share, tap the three dots icon, and tap Share project. Then invite everyone using their email addresses.

Delegate work by assigning tasks to others

You’ve shared your project with everyone, now what? Figure out who’s doing what and assign tasks to people.

To assign a task to someone in a shared project, click on the grey person icon to the right of a task (Web, macOS, Windows) or below a task (iOS, Android) and choose a name from the list of everyone in the project.

Steve Jobs believed that only one person should be responsible to get things done and called his approach the Direct Responsible Individual. Accordingly, you can only assign a task to one person in Todoist. If you have a task that needs to be completed by multiple people — like asking your team to submit their expense reports — duplicate the task for each respective team member.

Note

💡 Tip: We’ve got an article for you if you’re keen to learn how to delegate well.

Discuss and share information in comments

In shared projects, comments become an essential, collaborative space to discuss task details, share files, and keep relevant information organized. You can specify who to notify about a comment and they’ll receive it in their notifications.

Note

💡 Tip: It can be overwhelming to suddenly be assigned a bunch of tasks with no explanation. Give the people you’re assigning tasks to a heads up and provide additional context in task comments.

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9. Add websites as tasks using browser extensions

When you’re browsing the web, you don’t always have time to read things right away. Save things to read (or buy) later by saving web pages as tasks in Todoist with browser extensions for Chrome, Firefox, and Safari.

Here’s how it works:

• Download the extension (you’ll see a Todoist icon in the top right-hand corner of your browser window when it’s installed).
• While browsing the web page you want to add to Todoist, right click and choose Add to Todoist.
• A new task will be created linking back to the web page. Later, simply click the task name to revisit the page.

Note

💡 Tip: You can add a webpage as a task even faster by highlighting any text on the page, right clicking, and selecting Add to Todoist. The highlighted text will become the task name.

Save websites as tasks from mobile

On iOS and Android, you can use your browser’s share option to save pages as Todoist tasks, too. Just find the Share option in your browser app and select Todoist’s Add as task action.

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10. Add emails as tasks using plugins and forwarding

You can’t respond to every email right away. That’s why your Inbox keeps piling up. But at some point, you forget to follow up on important emails. Let Todoist help you remember what needs a response by saving your important emails as tasks without leaving your email client.

By installing the Gmail and Outlook email plugins, you can add an email to Todoist with a few clicks:

While you’re in your email client, click the Todoist icon at the top. A new task will be created with a link right back to the email, just click Add Task to save it.

Note

💡 Tip: You can also see all your Todoist tasks and projects without having to leave your email. Just tap the Todoist icon in the top right of your email inbox. Todoist will open in a small window in the bottom right.

Forward your emails to Todoist

Don’t use Outlook or Gmail? No worries. Forward your emails to Todoist to add them as tasks.

Here’s how to set it up:

1. Open Todoist on Web, macOS, or Windows.
2. Open the project you want to email your tasks to.
3. Click the three dots icon.
4. Select Email tasks to this project.
5. Click Copy to clipboard to copy the email address provided.
6. Go back to your email client and forward any email to that address.
7. A task will appear in Todoist with the email subject as the task name and the body of the email in the task’s comments. Email attachments will be in the comments, too.

If you want to attach an email to an existing task, you can also forward emails directly into task comments. To get the comment forwarding email address, open up task view, click the three dots icon, and select Add comments via email.

Note

💡 Tip: If you’re tired of dealing with a crowded Inbox, try the two-step process for getting to Inbox Zero with Todoist.

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11. Stay on top of a busy schedule by syncing your tasks with your calendar

A calendar is a great way to get a big picture view of your day-to-day, hour-to-hour work. Keep your calendar synced up with your tasks using Todoist’s calendar feeds and integrations and you’ll never miss a thing.

You can choose to see all your Todoist tasks in your calendar or only tasks from a specific project.

Add and edit Todoist tasks from Google Calendar

If you’re using Google Calendar, you can add and edit tasks directly from your calendar and have those changes reflected back in Todoist using two-way sync. Learn more about the Google Calendar integrationAdd a new event to your Todoist calendar in Google Calendar and it appears in Todoist.

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12. Tag and organize your tasks using labels

Sometimes you’ll want to see certain types of tasks even if they’re scattered across different projects. You can do this by assigning a label to all related tasks.

For instance, you might want to see every email related task in one list. Simply tag each task with a label like @email and you can pull them all up whenever you need to:

Here are a few ways that you can use labels:

• To keep track of how long your tasks will take, use labels like @5_minutes, @15_minutes, and @30_minutes. That way when you have just 5 minutes to spare, you can pull up your @5_minutes label so you won’t waste any time.
• If you’re waiting on someone to finish a task, use the @waiting label so you know to it doesn’t need any action until the person gets back to you. If you don’t hear back, you can pull up your @waiting list and quickly follow up with the people you’re waiting for.

To add a label, simply type out @ when adding or editing the task. You’ll see a list of available labels and you can pick one or type out a new label name.Add a label to a task to group it with other related tasks.

To view a label’s tasks, open the Labels dropdown in your navigation pane and find the label you’re after. Or simply type the label, like @shopping, into your search bar.

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13. Find the right tasks using search and filters

As your Todoist fills up with tasks, you’ll want to see tasks that match certain criteria, like every task with the word “Presentation” or every task due in the next 30 days.

Find any task, comment, project or label fast with Search

The fastest way to find a specific task, comment, project, or label is with Search. Simply click on the Quick Find bar at the top of Todoist or tap the magnifying glass on iOS or Android and type out the keyword you’re looking for. You’ll see a list of every task, comment, project, and label containing that keyword.

Filter your tasks to see exactly what you want

The default task views that Todoist provides — Inbox, Today, Upcoming, projects — may not always be enough. For example, you might want to see every task due in the next 30 days, or tasks that don’t have a due date, or every task assigned to you.

That’s where filters come in handy.

Filters are custom views of your tasks and projects based on whatever criteria you like. For instance, you could have a filter that only shows:

• Tasks due in the next 14 days.
• Tasks in your #Work project that are due today.
• Tasks due this week that are Priority 1.

Once you know which tasks you want to see, create a filter so you can easily come back to the same view later. Start by clicking the + symbol next to Filters in the menu. Type out your filter name, add a filter query that specifies what you need. Here are a few examples:

• 30 days will show you tasks due in the next 30 days.
• assigned to: Jennifer will show you tasks assigned to Jennifer.
• No date will show you tasks without a due date.

You can also combine two or more criteria in your filter. For example:

• Today & #Work will show tasks due today that are also in your #Work project.
• 7 days & p1 will show you tasks due this week that are also priority 1.
• Assigned to:Jack & 30 days & #Work will show you tasks that are assigned to Jack, have a due date in the next 30 days and are in the #Work project.

Once you’ve typed in your query, tap or click on Add to save it. To see its tasks, click or tap the Filters dropdown in your navigation pane and then click or tap on the filter you’re looking for. As you add tasks that match the filter query, the filter is automatically updated.

You can find more example queries, and everything you need to know about filters on our help center.

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14. Pin your important projects, labels or filters to favorites

If you have a project, label, or filter that‘s particularly important to your workflow, keep it beside you at all times by saving it to your favorites. Favorited items will always be visible on your navigation pane to the left, right below Upcoming.

Your favorites follow you everywhere you use Todoist, your phone, your tablet, your computer, your watch, and wherever, so you’ll always have quick access to what you need.

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15. Review your progress using the Productivity view

How productive are you really? Use the Productivity view to find out.

You’ll see how many tasks you’ve completed this week, how much progress you’ve made towards your daily and weekly goals, and how many Karma points you’ve earned (see the next section for more on Karma).

To open Productivity, click your daily count goal (Web, macOS, Windows), tap your productivity icon (iOS), or tap the more icon (Android).

Start by setting daily or weekly task goals and see how well you do for a week or a month. Try to hit your goal multiple days and weeks in a row and build up a streak — then keep that streak going for as long as you can (and be more and more productive along the way).

Note

💡 Tip: You don’t always have to be productive. Take a few days off or turn on vacation mode to protect your streaks while you’re away.

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16. Stay motivated using Karma points

Karma points are awarded to you as you complete tasks in Todoist. They’re the yin and yang of productivity: A little recognition for completing your tasks and a push to keep going and not break your streak. As you gain points, you’ll earn higher Karma levels and maybe one day join the ranks of the Todoist Enlightened. 😇

Note

💡 Tip: If you’re not into Karma in Todoist, you can turn it off.

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17. Customize your Todoist with colorful themes

Take a page from organizational guru Marie Kondo and make your Todoist a space that inspires you by draping it in color. Pick a theme from Sunflower to Amethyst in Todoist from Settings > Theme. Your theme will sync across every device you use.A Todoist for every season.

If you’re a night owl or the type that likes to keep the lights down, try the Dark theme:

Note

💡 Tip: You can add a color to each of your projects, too — it’s a great way to categorize your projects in a long list. You can add colors to labels and filters, too.

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18. Use Todoist with all your apps with integrations

Sometimes it can feel like your life is scattered across a bunch of apps and it’s hard to get a pulse on everything that’s going on.

Let Todoist be your central hub by pulling info from your various apps so you can check in on everything at a glance. There are over 100 Todoist integrations that let you do things like:

• Dictate tasks into your phone (or Google Home) using the Google Assistant integration.
• Import your Dropbox or Google Drive files into tasks and task comments.
• Pull information from hundreds of apps into Todoist using your favorite Zapier Zap or IFTTT Applets.

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You now have a complete list of ways to capture and organize your tasks with Todoist, but the true key to productivity is building a simple and sustainable system you can trust. Keep at it, and maybe some of these features will become stepping stones that lead you towards your optimal personal productivity system, whether that’s an all-encompassing workflow or just a few simple rules to stay organized.