To-Do List


Our Pro calendar includes a To-Do list where undone items show on the current day (roll forward) so you don't miss them. This To-Do List is a separate source (a separate table) in the calendar and is "off' by default. Visit the sources tab in the calendar's left hand side bar to turn this source on.

To have the To-Do source on by default, edit the script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" and change the setting after the comment "Which sources are active by default" (the To-Do list is source no. 2).

How it Works

Unlike regular events, To-Do items don't only show up on their due date: they "roll forward".

To-Do items have a "due date" mapped to the calendar's "event start date" Undone to-dos will show on the calemdar starting on their due date and roll forward (show on the current day and all future days) until they are maked done.

These overdue events show on the current day on the day view b) on the current date in other views if outside the current date range, and on their due date in other views if the date is insde the current range.

(To-Dos with no due date are treated similarly, they'll show on the current date until they are done.)

Once marked done they show up on the date they were marked done; this way you can see all the to-dos you completed that day: everyone needs some positive feedback. =)

Times are not used in To-Do Lists and checking out the time fields in our ToDoList table will show you how to include these fields (start and end times are required in the pro calendar), but diable them with auto-enter calcs. Try dragging a to-do item to another time and you'll see what how these auto-enter calcs prevent that very cleanly.

Note that the To-Do list supports repeating events.

Adding the To-Do List to your file

If you'd like to use the To-Do list in your own solution the easiest thing is to import our ToDoList table into your file as part of your integration. If you have your own To-Do List table you can use that instead, mapping it as if it were any other calendar source.

If you use your own table, edit the script "Load Calendar Settings - On Startup --- Edit Configuration Here ---" and find the comment "Which source are you using for a To-Do list, if any?" entering the number of the source you want to use as your To-Do list. (Enter zero if you're not using a To-Do list.) The source number entered here is the one we'll apply our "roll forward" behavior to.

Can I see just My to-do items?

Yes. Our To-Do List is mapped to resources, so if your resources are people then you can use the resource filter to show just your to-dos. Another approach would be to add a new filter for "Users" and add a field for Users to the ToDoList table. The you could pre-filter the calendar by user and see just your items by default. Instructions for adding a filter and for pre-filtering can be found here.

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