Hey there! My name's Steven, I'm a designer at Doist,
and today I'm going to be walking through Todoist Boards,
which is a new feature of Todoist that we're really excited about.
I'm going to go into Todoist, walk through how I set up a board for my design tasks,
and show you just all the awesome features of Todoist Boards.
Okay, to get started I'm going to go over to the project section of the left column,
and click the plus button to add a new project.
I'm going to call this "Design Requests".
For my project color,
I'm going to choose this lovely olive green color because olive Boards.
And for the view we have two options: list or board.
I'm going to choose board but you can always switch between the two once
you've already created the project.
So now I have my new project here!
It's going to prompt me to create some sections.
If you're familiar with sections in List view, those will correspond to the
columns in Board view.
I'll say "Inbox" for the first section –that's where I'll drop my tasks as they come.
I'll make this one "In Progress".
And my third section I will call "DONE".
Finally I will close the menu by clicking this button
up here, just so I can get a better view of the whole board.
Now that the boards are all set up I'm going to start adding my tasks in.
I'll go over to the "Inbox" and put on the tasks that I have to today.
I have "Design Blog Graphics". No problem!
I have "Review Boards Walkthrough Script",
which I probably should have done before started recording.
And finally "Create human-sized ice sculpture of Todoist logo".
Okay, we're ready to go!
But actually, before I get started, I'm also going to add some more details to my task,
just so I have all the information right inside Todoist.
Just click on the task and you get to task view
so here I can give it a due date which is today.
And I can give it a label how about blog.
I can also add subtasks for the individual graphics that I need to create.
So I'm gonna do that as well.
I need a Pie Chart Graphic,
a Cake Chart Graphic,
and Fruit Tart graphic.
This is a blog about pastries!
And now all those attributes show up on the board.
Hold down option and click on the task and that opens up the quick edit view.
Here this is a very important task which I should have already done,
so I'm going to give it a priority one.
First things first, I need to review the script so I know what to say during the rest of this video.
I'm going to click and drag and move that into the in progress column,
and actually have the script printed out right here so I'm just going to review it quickly.
Okay, looks good to me!
Now let's just move that over to the "DONE" column: Done!
Next up is "Create ice sculpture". I'd love to do this,
I actually haven't made an ice sculpture in like 20 years.
So I'm actually going to hand this off to a coworker of mine who's a little more experience.
To add her to the project, I go over to this plus person icon to make it a shared project,
and then I can add Anaïs.
Now that she's part of the project
she'll be able to see the same board that I see,
we can work together, drag tasks around, and collaborate that way.
I'm going to add a new section to the board, called "Needs Review",
where I can put this task and have nice take a look at it.
I can do that in two ways:
One is by pressing this add section button here,
or if I want to add the section to a particular place on the board,
I can hover in between existing sections and add the section there.
I'll do that right here: say "Needs Review".
Now I have a new section!
Just like tasks, you can easily drag and drop these around
to order the board the way you want. I'm going to move it here.
I'll drag the "Ice sculpture" task into the "Needs Review" column
and assign it to Anaïs, so she knows to look at it.
I'll even go in there and leave her the wikihow article on how to ice sculpture for reference.
Now everything is on the board ready to go.
I will probably need to get started on this "Blog Graphics" which is due today,
so I'll move it over to the "In Progress" column and get to it.
That's it!
Hope you enjoyed the video and are excited about to do with Boards.
If you want to learn more you can go to
our website at todoist.com/kanban-board
or you can just go into your own to-do list and get started.