# To-do

To-do assists you in organizing and managing personal tasks.

## Creating to-dos

To create a to-do, click {guilabel}`New` or the plus button ({guilabel}`➕`) next to a stage name.
Add a title to your to-do, then click {guilabel}`Add` to save it or {guilabel}`Edit` to access more
options.

If you choose to {guilabel}`Edit` a to-do, you have the option to add {guilabel}`Tags`,
{guilabel}`Assignees`, or more information using the Odoo Editor.

:::{note}
- Adding {guilabel}`Assignees` shares the to-do with the users selected.
- Type `/` in the editor box to structure and format your content. You can also add media, links,
  and widgets.
:::

:::{tip}
You can create a new to-do on the fly from anywhere in Odoo by opening the **command palette
tool** with the keyboard shortcut ´ctrl+k´ and clicking {guilabel}`Add a To-Do`, or by clicking
the clock button and then {guilabel}`Add a To-Do`.

```{image} to_do/add-on-the-fly.png
:alt: Adding a to-do on the fly
```
:::

### Converting to-dos into project tasks

If you use the {doc}`Project app <../services/project>`, you can convert to-dos into project tasks.
To do so, open a to-do and click the gear button ({guilabel}`⚙`), then {guilabel}`Convert to Task`.

Next, select the {guilabel}`Project`, {guilabel}`Assignees`, and {guilabel}`Tags`, then click
{guilabel}`Convert to Task`. The to-do is now a project task and appears in the selected project.

```{image} to_do/convert-task-button.png
:alt: Converting a to-do into a task
```

## Managing the to-do pipeline

Your assigned **to-dos** are displayed on the app dashboard. You can drag and drop a to-do to move
it from one stage to another.

```{image} to_do/to-do-pipeline.png
:alt: Example of a to-do pipeline
```

:::{tip}
- Click the {guilabel}`+ Personal Stage` button on the left of the pipeline to create a new
  stage.
- Click the gear button ({guilabel}`⚙`) next to a stage to {guilabel}`Fold`, {guilabel}`Edit`,
  or {guilabel}`Delete` it.

> ```{image} to_do/stage-options.png
> :alt: Stage settings button
> ```
:::

### Scheduling activities

To schedule an activity on a to-do, click the clock button on the app dashboard, then the
{guilabel}`+ Schedule an activity` button.

```{image} to_do/schedule-activity.png
:alt: Scheduling an activity from the To-do dashboard
```

To create the activity:

- Select an {guilabel}`Activity Type`.
- Select a {guilabel}`Due date`.
- Choose who the activity should be {guilabel}`Assigned to`.
- Add a brief {guilabel}`Summary` if needed. You can add a more elaborate description in the
  {guilabel}`Log a note` box.

Click {guilabel}`Schedule` to complete the action.

:::{note}
The {guilabel}`To Do` activity is *not* a to-do task. Selecting it does not create a to-do task.
:::

### Viewing to-dos in the Project app

If you use the {doc}`Project app <../services/project>`, your to-dos also appear as private tasks
under the {guilabel}`My Tasks` view.

```{image} to_do/my-task-pipeline.png
:alt: Example of a "My Tasks" pipeline in the Project app
```

:::{note}
A padlock icon is visible on your private tasks to quickly identify them among your project
tasks.
:::