Understanding To-Do's

Hi all - coming back to Agenda after a couple of years. The current version is terrific. Signed up for premium. All is well, but I can’t figure out how to efficiently use the To-Do’s. I have a note that shows up in there and can’t remove it (unless I fully delete it.) I’d like to take notes, then perhaps select a few items in the note, such as an end of meeting takeaway and make it a to-do. That should show in the to-do list and link back to the note. When I check off that to-do, it should be removed or crossed off in the to-do list. Added, I’d like to just quickly add a to-do as a reminder.

No one app has every mastered this combo. From Monday to ClickUp, OneNote, OmniFocus… one is great on to-do’s and weak on notes. One is great on notes and weak on to-do’s. Opportunity here for Agenda to meet that need.

Thanks for any info!

1 Like

Here how I deal with Todos:

  • in any note I want, I transform any line in Todo if it needs an action from me.
  • In the Overview To Do, I filtered the content to see only Unchecked Todo (this is a new feature from Agenda 20).
  • In the Overview, I see only the unchecked to do lines from ANY notes of ALL projects. I see the notes in the chronological order (like in Agenda view) but I don’t see anything else than the to do items inside the notes.
  • When I check in this to do Overview OR inside the notes themselves, the item disappears from the Overview.

With that system, I’ve got a complete list of my undone tasks, grouped by the notes where they are from (aka projects).

This system fits perfectly for me.

3 Likes

Great. Thanks so much. Seems a little tricky to me creating a to-do however. How are you ‘transforming a line’?

To create a to do, select any line and choose Format > List > Checklist, or use the SHIFT-CMD-C combo.

On Mac you can also click the little button to the left of the paragraph, and choose a checklist in there.

On iOS, select the paragraph, and use the keyboard bar to change it to a check list item (todo).

Brilliant. Thank you.
Consider with the + under the To Do section, in future versions, incorporate an “add To Do”

Sometimes you just want to create a reminder / to-do that’s not a note

And my favourite: simply type [ followed by ] at the start of the line. (I.e. type the square brackets)