Everything you need to know to create, track, and manage your To Do's with Strety. Check out the video for a quick start:

Create a new To Do from Quick Create or from a Team or your Person To Do Space

Give your To Do a Name and Description then assign a Primary Space, an Owner, a List and/or Priority (if desired) and add any other Subscribers (if needed).

Lastly, you can Link to an Integration if you'd like to integrate the To Do with a 3rd part platform

You can also add To Dos inline anywhere in the platform, including editing the Due Date and Owner by clicking inline

If you want to create the same To Do for multiple people, click the Duplicate button and add everyone you need - To Dos will be created separately for each assignee

A To Do must always have a Primary Space. It can be a Team Space or a Person Space and can then be shared to any other spaces you have access to.

Click here to read more on Strety's Team & Person Spaces

For any To Do assigned within a Team Space we automatically share it with the owner's Person Space; this enables the assignee to see all their assigned To Dos from across all Teams in their Personal Overview Page

For To Dos that are meant to be Personal you can set the Primary Team as your Personal Space and it will only be viewable by yourself and your manager(s).

Share a To Do with additional Team or Person Spaces by clicking the + sign beneath the Spaces shared with section

Sharing a To Do makes makes it visible in those other To Do lists - perfect for To Dos that impact multiple teams, so everyone can stay informed!

Here's a short video overview on Strety's recurring To Dos

An added benefit of creating To Do lists is displaying your To Dos in Kanban view. Once you have your lists set-up, click View As Kanban, where you can drag & drop your To Dos from list to list

Here's a quick video to show you all the features available in Strety's Kanban view

Add a Checklist to breakdown your To Do into smaller subtasks:

Add items to begin populating your checklist

From both Kanban & List view, you'll see a visual representation of how many checklist subtasks have been completed:

To Do Templates can be created with preset descriptions, checklist items, and/or Custom To Do Fields, helping to standardize the way your team interacts with To Dos around certain types of tasks and speed up their standup time

For example, our Marketing team uses Strety to manage their blog posts. Rather can create an entire Project or a To Do List to manage a blog's release, we've created a To Do with a checklist outlining the sub tasks that go into publishing a blog. We create a To Do from the template for each new blog, which cuts down on the set-up time and standardizes the way our team works

To create a To Do Template, navigate to Adminland -> Templates -> To Do Templates and click Create

Setup your To Do Template by giving it a name, description (incl. formatting), checklist items (if needed), & Custom Fields (if needed) then click Create

You can also quickly turn an existing To Do into a template by clicking Create as Template from within the To Do itself

You can create new To Dos from To Do Templates from multiple areas:

2. By clicking on the 3-dot menu from List View

3. By clicking the 3-dot menu from Kanban View

Once you choose your desired template, you can make edits or adjustments before creating the To Do

View all of your open To Dos from your Homepage or your Person Space

To Do Lists are a great way to add organization to your Team or Personal To Dos. To add a list, click Create To Do List from any To Do page

New To Dos can be added inline within existing lists or added separately from a list. You can also drag & drop existing To Dos between and in/out of lists via the 6-dots to the left of the name

If you have set(s) of recurring or repeatable To Dos, create a To Do List Template and cut down on the setup time! You can create a To Do List Template from any existing list or via Adminland's Template page

To use a To Do List Template click Create To-Do List from any space's to do page, then select Create To-Do List from Template

For many To Dos that originate within Strety, the work happens somewhere else. In efforts to reduce duplicative work and meet people where they actually work, we have a growing list of platforms you can create, link, and bi-directionally sync To-Dos with:

The best part is when those tickets or tasks are completed within those platforms, the To-Do will automatically complete back in Strety

If you find yourself sending every To Do you are assigned in Strety to the same 3rd party integration, set-up Default Linking and save yourself a lot of clicks!

For more on Default To Do Linking, check out this doc

To Do Custom Fields provides an additional way to identify or tag Strety To Dos specific to the way your team or project works - allowing for greater organization & categorization on a space-by-space level

Click here to read how to create To Do Custom Fields in Strety

Check out our Pulse Report for more insights & summaries of all To Dos you have visibility into including: