Todoist is a power tool if you take the time to learn all of the features in the different apps, add-ins, and other integrations. Here is a list of my ten most useful tips to get the most out of your Todoist account.
1. Get the Crome add-in
Besides showing you the number of open tasks in your browser and giving you a shortcut to add new tasks easily, this add-in has another extremely handy function. You know when you find a website that you really need to check out, but you do not have the time there and then? No-problem! Whit this add-in you can easily add the web page as a task.
2. Use IFTTT
IFTTT is short for “If that, then this” It is a site that lets you automate what is to happen given a specific event. You can connect your phone, weather forecast, Todoist, Gmail, Twitter and Facebook account, plus hundreds of other “channels.”
My favorite recipe is the one that creates a task in the Todoist inbox if I have an unanswered phone call or when I get an SMS message.
3. Get the Outlook add-in
The Todoist Outlook add-in is a real booster, both in terms of productivity and control. It allows you to create new tasks from emails. Later, when you click on this task, the corresponding email will open. You can also easily add emails as attachments in an existing task.
4. For email on the move, choose Newton email
Newton, formerly known as Cloud Magic, is the email app with the best integration to Todoist. From your smartphone or tab, you convert an email to a task. Unfortunately, there is no link between the task and the email. I really hope that we will see that in the future.
5. Set up a Tomorrow filter
Filters are a powerful feature in Todoist. Setting up custom filters is relatively easy. My most used custom filter is “Tomorrow” It simply shows my tasks for the next day. The format is “due tomorrow”.
6. Set up recurring tasks
What do you do with tasks that take more than a day or that will be repeating at certain intervals? The answer is recurring tasks. While it is easy to set up tasks occurring every Wednesday, it is not straightforward to set up end dates.
Let’s start with the easy part:
Todoist uses natural language. This means that “every Wednesday” will be exactly that. This task will occur on every Wednesday. “every other Wednesday” will occur every other Wednesday starting next Wednesday.
End dates can be a bit more tricky:
Again Todoist uses natural language: “until 20 July”, “ending 24 August”, “for 3 weeks”, “for 5 days”.
For a full overview on how to use dates in Todoist, see the link in #7.
7. Learn the date formats
The great thing with dates in Todoist is that you can use both date formats and natural language.
Todoist supports the US date format “01/18/2017” = 18th Jan. 2017. “18/1” = 18th Jan.
Natural language like “Today”, “Tomorrow at 16:00”, “Next Wednesday” or “end of month” works perfectly.
Read all about dates in Todoist here: https://support.todoist.com/hc/en-us/articles/205325931-Dates-and-Times
8. Use Smart Schedule
Smart Schedule is a brand new feature in Todoist. With the help of predictive modeling it helps you re-schedule your overdue tasks. Smart Schedule will learn your habits and will try to balance your task load. I have been using it for some time, and it does a decent job of recommending new dates when I have to reschedule a task.
9. Go premium
With Todoist Premium you get labels, this is a must for doing GTD. You get location-based notifications. With the Premium plan, you can add tasks from emails. You can add comments and files to a task.
10. Get the Windows 10 app
If you are running Windows 10, the app is worth installing. It is light weight and has a nice interface. The multi-select function is better that on the other interfaces. The headline image in this post is the Windows 10 app with its three-fold view.
Bonus tip: Teach yourself the powerful combination of Todoist and Getting Things Done (GTD)
See my introduction to GTD and my two posts on how to set up Todoist for GTD.