MyTodolist Master Operating Manual

Identifies tasks that have passed their deadline without completion.

1. Filter reports by "Overdue" status to view stalled jobs.
2. Group by Assignee to see which staff member has accumulated backlogs.
3. Rebalance workloads immediately before customer delivery guarantees fail.

Measures how many tasks each team member closes per day or week.

1. Compare completion rates between top performers and struggling technicians.
2. Reward high-efficiency staff based on objective, timestamped metrics.
3. Identify training opportunities where jobs take abnormally long.

Visualizes progress across separate client accounts or store initiatives.

1. Check completion progress bars for ongoing active projects.
2. Spot neglected projects before clients follow up requesting status.
3. Print or export clean PDF summaries for client progress briefings.

1. Press Alt + T or click Add task in the left sidebar.
2. Type the actionable title (or click the microphone icon to speak).
3. Select Due Date using the Circular Picker and set the time.
4. Choose Priority (P1-P4) and target Project.
5. Click Add Task (or press Ctrl+Enter).

1. Click directly on the task row or card on any view.
2. The Task Edit dialog opens with all current parameters loaded.
3. Modify title, description, date, priority, or assignee as required.
4. Click Save Changes. Updates broadcast across all screens immediately.

1. Open the task in the Task Edit modal.
2. Click the red Delete button at the bottom left of the modal.
3. Confirm the SweetAlert prompt: "Are you sure you want to delete this task?"
4. The task is removed permanently from active and upcoming views.

1. Open parent task details.
2. Scroll to Subtasks section and click Add Subtask.
3. Type checklist item name and press Enter.

1. Click on the subtask text to edit inline.
2. Modify wording and press Enter to save.

1. Hover over the subtask row.
2. Click the trash bin icon on the far right.

1. In sidebar, hover over Projects and click the + button.
2. Enter Project Name (e.g., "Wedding Season 2026").
3. Select an identifying color swatch.
4. Click Save Project.

1. Open the Project view.
2. Click the three-dots (•••) menu at top right and choose Edit Project.
3. Update name, description, or color, and click Update.

1. Open Project view ➔ Menu ➔ Delete Project.
2. Note: Default "Inbox" cannot be deleted. Deleting a custom project removes all tasks contained inside it.

1. Go to Labels (/labels) or click + next to Labels in sidebar.
2. Type Label Name and pick a color.
3. Click Save Label.

1. Open Labels page.
2. Click the pencil icon on any label card.
3. Update name or color and save.

1. Open Labels page ➔ Click trash bin icon on label card.
2. Confirm deletion. Tasks carrying this tag are NOT deleted; only the tag is unlinked.

1. Navigate to Schedule (/schedule).
2. Click on any open time slot on the calendar grid.
3. Select the task from your pending list and confirm the time range.
4. Click Save Schedule Slot.

1. Click on an existing scheduled block on the calendar.
2. Drag to a new hour, or edit start/end times in the popup dialog.
3. Changes update task due dates immediately.

1. Click on scheduled block ➔ Click Remove from Schedule.
2. Task returns to unscheduled pending pool.

1. Navigate to Teams (/teams).
2. Click Create Team button.
3. Enter Team Name (e.g., "Workshop Technicians").
4. Add description and click Create Team.

1. Open Team details page ➔ Click Edit Team.
2. Modify team name or public status, and save.

1. Only team owners can delete a team.
2. Members can click Leave Team to exit without disrupting other members.

1. Open the specific Team page (/teams/{id}).
2. Click Add Member or Generate Invite Link.
3. Copy the link or enter the member's email.
4. Once accepted, member immediately appears in task delegation dropdowns!

1. Click your user profile avatar in sidebar ➔ Select Profile (/profile).
2. Update your name, phone, or voice language preference.
3. To change password, enter new password twice.
4. Click Update Profile to save changes.