How to Use Todo in Slack for Task Management

How to Use Todo in Slack for Task Management

In case you use Slack for office communication, you’ll know that plenty of duties come up from conversations within the software. Due to this fact, having an built-in area on Slack for managing your to-do record, could make your workflow extra environment friendly and simpler.

The Todo app for Slack does precisely this, and retains your work multi functional place, so you may simply keep in mind duties. Let us take a look at a number of the greatest options that Todo presents and tips on how to use them to their potential.

What Is the Slack Todo App?

Illustration of Slack Logo Next to To Do List

As chances are you’ll know, Slack comes with many software integrations that you should use to streamline your workflows. Todo is considered one of these apps, and it’s designed to make job administration extra streamlined and complement your Slack use.

Todo allows you to create intuitive to-do lists, observe your progress, simplify job processes, delegate work, produce notes, and way more. It matches in extremely properly with how Slack operates, which offers a seamless approach to handle your jobs, when you deal with finishing your work.

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It presents a seven-day free trial, so that you can take a look at it your self. To proceed utilizing it after this era, it prices $12.50 for 50 customers per thirty days, which allows using all its premium options.

Simply comply with these steps so as to add Todo to Slack:

  1. In your Slack sidebar, click on on Extra > Apps.
  2. Within the search bar, sort Todo.
  3. Choose the Todo app with the icon that has blue circles and a tick inside them.
  4. Click on Add app and comply with the on-screen directions to permit entry.


Upon getting performed this, Todo ought to present beneath your Apps part in your Slack sidebar. From right here, you may handle the configuration of the app, and examine helpful suggestions. Let us take a look at a number of the options and tips on how to use them.

Create a Private To-Do Checklist

Screenshot of Todo App in Slack Messages

Whenever you add a job with Todo, you can be given a number of choices to handle that job, together with:

  • Due date—your job deadline.
  • Assignee—to ship the duty to your colleague to finish.
  • Mission—to arrange duties beneath one heading.
  • Notice—to put in writing down any helpful details about it.
  • Reminder—together with frequency and instances.
  • Watchers—to inform another person whenever you full it.

To create a to-do record in your personal use, open a direct message with your self. Simply click on the New message button on the top-left subsequent to your organization’s identify, and search your identify within the To discipline.

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From right here, sort the duty as a message to your self, and click on Enter in your keyboard. You possibly can write as many as you need, so long as they’re separate messages. Then, all you should do is:

  1. Hover over the duty, and click on the three vertical dots to the appropriate of your message.
  2. Choose Add job todo from the drop-down.
  3. A New job window will pop up, the place you’ll fill within the job choices as talked about above.
  4. Click on Submit.

Alternatively, you should use a direct methodology, and sort the Slack instructions /todo or /todo in the present day and your job. For instance, you may put /todo contact buyer. Hit Enter in your keyboard, and it’ll convey up the identical choices as above.

Create a To-Do Checklist for a Channel

Screenshot of Todo Tasks List

A very helpful side of Todo for Slack is you can produce to-dos which can be particular to a specific channel. This might be separate out of your private record, so you may set up your work as wanted.

Everybody who’s a member of that channel will be capable to view it, and it’s glorious for group administration and collaborative work. For instance, if the channel is used for a undertaking, you may make duties to maintain your group accountable, and within the loop on any progress.

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Merely click on on the channel you’d wish to generate the duty in, and comply with the steps you used to create a private record. By setting the Assignee, you may mark particular jobs for people, in order that your group is aware of the place the undertaking is as much as.

Generate a Activity From Messages

Identical to you may make a job from messages to your self, Todo enables you to add issues to your agenda, from direct conversations with colleagues and channels in Slack. As an illustration, in case your supervisor sends you a message asking you to comply with up on a chunk of labor, you may add it on to your to-do record, in a few easy steps.

All you must do is hover over their message, click on the three vertical dots, and click on Add job todo. Be sure you choose your self because the Assignee, and choose the related Mission, you probably have this arrange.

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It is helpful to notice you can sort the command /todo record in any channel or direct message, to see all of your assigned agenda gadgets related to that location. Nevertheless, in the event you simply need to see an outline, this may be seen from the Todo Residence tab in your Slack sidebar.

Personalize Your Todo Settings

Screenshot of Todo Settings in Slack

Todo lets you customise its settings so as to automate reminders and set default behaviors. That is helpful in the event you overlook to test what’s due, and you already know you want one thing to provide you with a warning.

In your Todo Residence tab, click on Private settings, which is able to convey up a brand new window. Right here, you may make adjustments to the next:

  • Reminders for upcoming duties.
  • Overdue job alerts.
  • Default assignees and watchers.

When you’re proud of the settings, click on Save.

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Streamlined Activity Administration for Slack

Todo is a wonderful app to make use of at the side of Slack, because it usually transforms separate processes right into a single, mixed productiveness software. Not solely will you be up-to-date with firm communications, however you’ll handle your workload alongside it.

Now you know the way to make use of a number of the helpful options of Todo, you may strive it on for dimension. Have a mess around with the function, and see if it fits your job administration wants whereas working in Slack.

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