If you’ve decided to give Todoist a try to improve your personal productivity, here’s a step-by-step guide on how to get started.
Create a Todoist account
To get started, visit the Todoist website and create an account. You can sign up using your Google or Apple account, or create a new account with your email address. Once you’ve signed up, you’ll be directed to your main dashboard, where you can start organising your tasks.
Set up your first project
After logging in, you’ll see an option to create your first project. Projects are the main way Todoist organises tasks. For example, you could create a project for “Marketing Campaigns” or “Personal Errands”. To create a project, click the “+” button, give your project a name, and start adding tasks.
Add tasks to your project
Once your project is set up, you can begin adding tasks. To do this, click the “Add task” button and type in the name of your task. You can set due dates for each task, which will appear in your task list and on the calendar. Todoist allows you to create recurring tasks as well, which is perfect for regularly scheduled activities such as weekly check-ins or monthly reporting.
Use labels and priorities to organise your tasks
To keep things organised, you can assign labels and priorities to your tasks. Labels allow you to categorise tasks based on their type, such as “urgent” or “important”. Priority levels (1 to 4) help you mark tasks based on their urgency, with Priority 1 being the highest. This feature helps you stay on top of your tasks and ensures that the most important ones get done first.
Set up reminders
Todoist’s reminder feature is useful for ensuring that you don’t forget important tasks. You can set reminders for specific tasks by selecting the “Remind me” option when creating or editing a task. You can choose to be reminded by push notification, email, or at a specific time.
Collaborate with others (if needed)
If you need to collaborate with a team, Todoist allows you to share projects and tasks with others. To do this, open the project you want to share, click the “Share” button, and invite others by entering their email addresses. You can assign tasks to team members and leave comments within the task, making it easy to track progress and communicate with others.
Sync across devices
Todoist works across multiple devices, including web, mobile, and desktop apps. To ensure you’re always on top of your tasks, download the Todoist app on your phone or tablet. Your tasks will automatically sync across devices, so you can stay organised no matter where you are.
Advanced features (for premium users)
If you’re using the free version of Todoist, you’ll have access to all the basic task management features. However, if you upgrade to the premium version, you’ll gain access to more advanced features like reminders, productivity reports, and the ability to create more detailed filters and views. Premium users also have access to the Todoist Karma feature, which tracks your productivity and gives you insights into how well you’re managing your tasks.
Conclusion
Todoist is a fantastic tool for personal task management and productivity. It’s simple, intuitive, and easy to use, making it a great choice for individuals looking to stay organised. Whether you’re managing daily tasks, long-term projects, or personal goals, Todoist helps you track everything in one place. For B2B marketers, entrepreneurs, or anyone looking to get organised without overcomplicating things, Todoist is an excellent choice. While it may not be the best fit for large-scale teams or complex project management, it shines for personal productivity and smaller-scale collaborations.