Support Center

Introduction

Last Updated: Aug 06, 2013 03:31PM CDT
NoteSuite's to-do module helps you track all your priorities and due dates. And, since your to-dos can be stored in the same notebook as your notes, documents, and web clips, the info needed to get many of these things done can now be collected with just a click. 

There are four ways to create to-dos in NoteSuite:
  1. Enter to-dos directly on a to-do list.
  2. Enter to-dos on a note, and press the "Make To-do" button to copy them to a to-do list.
  3. Send to-dos by email directly to your to-do list, with attachments.
  4. Enter to-dos through the Quick To-do option in the New Document menu. Use natural words to tell NoteSuite when the item is due. NoteSuite figures out the due date from what you type.

Once a to-do is entered, you can assign due dates, turn the to-do into a project by creating a sub-list, have NoteSuite alert you once it's time to get started on it, add the to-do to your calendar, attach notes and documents, assign the to-do to someone else, track the progress of a to-do or project, repeat the to-do automatically, and many other options. 


Productivity Boosters

Five tips for using NoteSuite to stay on top of everything you need to do: 

1. The Today List 

The Today list always shows everything that's due today, of course. But, its real value is letting you know once it's time to get started on something. Let's say something is due two weeks from now, and you think it will take two days to complete. When assigning a due date in the Due Date box, have NoteSuite automatically calculate a start date by telling NoteSuite how many days you think it will take to complete the to-do. NoteSuite will then add this to-do to your Today list once it's time to get started. This way, your Today List is always the only place you need to look to see everything you should be working on right now. 

2. Break it Down 

The best way to get big things done is to break them down into smaller, manageable pieces. NoteSuite makes this really easy with its Sub-lists feature. Whenever you believe one of your to-dos will take more than one step to complete, create a sub-list for it either by pressing the Indent key or Sublist button. You can also create sub-lists inside sub-lists the same way. This way, you always know the next specific thing you can do to get something done. 

3. Attach the Info 

In many cases, the info needed to help you complete a to-do is already in your notebook. Just click the Attach icon next to any to-do to attach it to your to-do. You can also attach entire folders and tags, too. 

4. Email To-dos Directly to NoteSuite 

We receive a lot of our to-dos through our email inbox. Very often, these emails also include documentation that's needed to get them done. You can send these items directly to your NoteSuite to-do list by forwarding the email to your NoteSuite email address and typing TD: at the beginning of the email's subject line. Feel free to include MS Word, PDF, Powerpoints, RTF files, Excel files, and images. NoteSuite will add these to your to-do list and automatically attach the included documents to the to-do. Even better, NoteSuite can automatically calculate the due date for the to-do if you add the word "due" followed by a description of when it's due (for example, "TD: Marketing Report due two weeks from Tuesday"). 

5. Create To-dos While Writing Notes 

We receive a lot of our to-dos in meetings and lectures. To minimize disruption while taking notes, just type your to-do on the note and press the Make To-do button. This will instantly add it to your main to-do list. Feel free to include a description of when it's due, such as "Buy tickets three weeks from tomorrow." NoteSuite will automatically calculate the due date based on your words. 


To-do Screen 

The To-do screen has two parts:
  1. The To-do Directory pane is where you select which to-do list to view. (See To-Do Directory for more info.)
  2. The To-do Lists pane shows the to-do list you've selected in the To-do Directory pane and lets you assign due dates and tags, attach notes, and assign a to-do to someone else.

Creating To-dos

To create a new to-do just click the "Click to enter a new to-do" and enter the to-do name. When entering a to-do name, you'll see a variety of options to the right of the to-do name. If you'd like to assign due dates or tags, attach notes, or assign the to-do to someone else, just click the appropriate option. 


Sorting

You can arrange to-dos in any order you prefer. Just be sure the Sorting control in the toolbar is set to "Custom." Then, drag any to-do where you'd like it to go. 

If you'd prefer to view a to-do list by due date, just change the Sorting control to "Date." Note that you can't rearrange the order of to-dos when sorting by date. 


Next Steps

The help sections called "To-Do Toolbar" and the "To-Do Directory" go into more detail about managing to-dos in NoteSuite.

Contact Us

support@theory.io
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