Tasks, checklists and to-dos

IDup has more than one kind of task on purpose. A task belongs to the work; a to-do belongs to you.

Tasks

1. Open Projects & tasks → Tasks, or create the task directly on a project, a customer, an invoice or a ticket — it then stays attached to it.
2. Give it an owner, a due date and a priority.
3. Add followers if other people need to see it without owning it.
4. Use a checklist inside the task for the steps it consists of; a checklist template saves rebuilding the same list.
5. Log time against the task if you bill by the hour.

Task management and grouping

Task management adds task groups, a group pipeline and project grouping for teams that work in batches rather than one task at a time. Task bookmarks keeps the handful you return to daily. SI Task filter saves the filters and filter templates you use repeatedly, and Import tasks brings a list in from a file.

My to-dos

Projects & tasks → My to-dos is your own list, with its own categories and settings. It is private by design — the place for “call the landlord” next to the work that belongs to a project.

Reminders

Projects & tasks → Reminder sends you or a colleague a prompt at a date you set, attached to whatever record it concerns. It is the right tool when the thing is not work to be done but something to be remembered.