Apps step-by-step

Todo 7 training

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Creating checklists

Todo 7 can be used to keep simple checklists. A checklist is a collection of individual items. A checklist can have its own complete set of details; however, its individual items do not have separate details.

Create a new checklist

  1. Tap the plus sign on the task (right) side of the screen.
  2. Verify/tap the Create Checklist icon (clipboard with two checks) on the right of the task options.
  3. Enter checklist name in New Checklist field.
  4. Tap Details to open the Checklist Details screen.
  5. Enter the name of the checklist item.
  6. Tap Return on the keyboard.
  7. Repeat steps 5-6 for each checklist item.
  8. Tap the checklist name at the top of the checklist screen to return to the current list of tasks.

GIVE IT A TRY!

  • Add a sample checklist that can be modified and deleted as you progress through this lesson.

Create checklist sequence

Todo 7 create checklist sequence

Adding items to a checklist

Once a checklist is created, individual items can be added to the checklist.

Add items to a checklist

  1. Tap the Checklist reference.
  2. Tap the plus sign.
  3. Enter an item name in New Task field and press Enter.
  4. Repeat above step until all items are entered.

GIVE IT A TRY!

  • Add several items to the checklist.

Add checklist items screen

Todo 7 checklist items screen

Editing checklist details

Todo 7 checklist details can be edited, such as notes associated with the checklist, etc.

Edit checklist details

  1. Tap the information icon to the right of the name of the to-be-edited checklist.
  2. Tap the field(s) to be changed.
  3. Modify the information.
  4. Tap Done.

GIVE IT A TRY!

  • Edit some of the sample checklist details you entered previously.

Checklist information icon

Todo 7 edit checklist information icon

Edit checklist screen

Todo 7 edit checklist screen

Editing a checklist item

Todo 7 checklist details can be edited when new information becomes available or checklist information changes.

Edit a checklist item

  1. Tap the checklist to be edited.
  2. Tap the checklist item to be changed.
  3. Modify the information.
  4. Tap Save.

GIVE IT A TRY!

  • Edit some of the sample checklist items you entered previously.

Edit checklist item screen

Todo 7 edit checklist item screen

Deleting checklist items

There may come a time that you want to delete a checklist item (e.g., if you no longer need to do that item).

Delete a checklist item

  1. Tap the desired checklist reference to open the checklist.
  2. Tap the desired checklist item and slide from right to left.
  3. Tap Delete. Note you will not be asked to confirm the deletion and all tasks within the project will be deleted.

GIVE IT A TRY!

  • Delete some of the sample checklist items you entered previously.

Delete checklist item

Todo 7 delete checklist item using slide to delete option

Deleting a checklist

There may come a time that you want to delete a checklist (e.g., if you no longer need to do that checklist).

Delete a checklist

  1. Tap the desired checklist reference and slide from right to left.
  2. Tap Delete. Note you will not be asked to confirm the deletion and all tasks within the project will be deleted.

OR

  1. Tap the information icon associated with the desired project to open it.
  2. Scroll to the bottom of the Edit Checklist screen.
  3. Tap Delete Task. Note you will not be asked to confirm the deletion.

GIVE IT A TRY!

  • Delete the entire sample checklist you entered previously.

TROUBLESHOOTING

Problem: I added a task but it should be a checklist.

Solution: Tap and hold the task and select the Checklist option.

Slide to delete checklist option

Todo 7 slide to delete checklist option

Delete checklist edit checklist screen option

Todo 7 delete checklist edit checklist screen option

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