This guide shows you how to use Programa's To-Do List to stay on top of daily tasks so you can manage personal items, small admin work, and quick reminders efficiently.
Understanding your To-Do List
Your To-Do List is a personal workspace for managing small daily tasks that may or may not be project-specific - think of items you'd write on a notepad like "Send invoice to Client X" or "Order new business cards."
Best uses for your To-Do List:
Small administration tasks
Personal reminders
Quick task notes
Note: Your To-Do List is private—only you can see tasks you create. However, tasks assigned to you by others will appear in your list. To-Do items don't appear in Studio WIP view. For larger project tasks, use the Project Management tool instead.
Adding tasks
Your To-Do List helps you keep track of small reminders and admin tasks so nothing gets missed.
Go to Studio > To-Do List tab in the left-hand toolbar
Click 'New To-Do task' to enter task details. You can add tasks individually, to an existing section, or create a new section to organize them.
To add notes, click the task, type your notes, and press Enter (tasks with notes will display a paragraph icon)
Click the calendar icon to set a due date
To reorder tasks, hover to the left of a task and drag and drop
Click Done to apply your changes
Organizing tasks with sections
Sections help you organize tasks into categories like Admin/Project/Personal or Priority/Ongoing.
You can add unlimited sections and rename or delete them by clicking on the section name.
Navigate to the To-do List tab in your left-hand toolbar
Click the Add a section button
Type your section name
Press enter to save
Assigning tasks to team members
Important: You can only assign tasks to registered Programa users. Team members will only see tasks they created or were assigned to.
Navigate to the To-do List tab in your left-hand toolbar
Click on the task you want to assign
Click the People icon button
Select the team member from the dropdown list
Click the Save button (the task now appears in their To-Do List)
Completing and deleting tasks
To complete a task:
Navigate to the To-do List tab in your left-hand toolbar
Check the checkbox next to your task (completed tasks show with a strikethrough)
To remove all completed tasks, click Clear completed at the bottom.
To delete a task:
Navigate to the To-do List tab in your left-hand toolbar
Access the task you want to delete
Click the trash icon button and confirm
Note: Only task creators can delete tasks. If someone assigned you a task you'd like removed, re-assign it back to them or ask them to delete it.
When to use Project Management boards instead
For project-specific, team or client collaboration tasks, use the Project Management tool rather than the To-Do List. Project Management boards appear in Studio view and enable better team collaboration. If you need admin tasks to show in Studio view, set up an Internal Studio project for studio administration tasks.
Need more help with your To-Do List? Contact our support team via live chat for personalized assistance.