Todo

Manage your personal tasks and to-do lists efficiently with Heyweek's Todo feature.

Overview

The Todo feature in Heyweek provides a streamlined way to manage your personal tasks, separate from project-specific work. It's perfect for keeping track of your daily activities, personal goals, and quick reminders — the small things that don't belong on a shared project board but still need to get done.

Think of Todos as your private list. Where a board is shared with your team and a project task represents work the whole engagement can see, a Todo is yours: lightweight, fast to capture, and easy to clear.

Key features

• Personal task lists — Create and manage your own to-do items, kept separate from project work.
• Quick add — Capture a task in seconds so a thought doesn't slip away.
• Due dates — Give an item a due date so time-sensitive things don't slip.
• Priority — Set a priority from none up to critical to mark what matters most.
• Simple completion — Check items off as you finish them and keep your list current.
• Order your way — Reorder items so the next thing to do is easy to spot.
• Filtered views — Focus on what's relevant — today's items, what's coming up, or everything at once.

How it works

1. Capture a to-do the moment it comes to mind — a quick title is enough to get it on the list.
2. Add detail where it helps — a due date for time-sensitive items, and a priority for what matters most.
3. Work the list through the day, focusing on what's due and high priority.
4. Check off items as you complete them to keep the list current and motivating.

The whole point is low friction: get it out of your head and onto the list fast, then deal with it when the time comes.

Personal todos vs. project tasks

Heyweek separates your list from the team's work on purpose:

• Todos are personal. They're for the things on your own plate — follow up with a colleague, prep for a call, remember to send that file. They don't clutter shared boards.
• Project tasks and Boards are shared. They represent the actual work of a project, visible to everyone involved, and they roll into reports and timelines.

Using the right one keeps shared spaces focused on real project work while still giving you a place for everything else.

TIP

If a personal to-do turns out to be real project work that others need to see or track, recreate it as a task on the project's board so it's visible and accounted for.

Capturing and organizing quick items

The best to-do list is the one you actually keep up to date, and that means capturing things instantly:

• Add an item with just a short title — you can always add detail later.
• Keep the list ordered so the next thing to do is easy to spot.
• Clear completed items regularly so the list stays a true picture of what's left.

NOTE

Todos are designed to be lightweight. Resist the urge to over-organize — a short, current list beats an elaborate system you stop maintaining.

How it relates to tasks and boards

Todos sit alongside the rest of Heyweek's work-tracking tools:

• Boards handle shared, visual project flow.
• Project tasks capture the detailed, accountable work of an engagement.
• Todos cover your personal layer — the things only you need to remember.

Together they mean nothing falls through the cracks: shared work stays visible to the team, and your own follow-ups stay visible to you.

Works with the rest of Heyweek

• Promote a personal item into shared work on a Board when others need to see it.
• Keep personal follow-ups beside the Projects they relate to.

Tips

• Capture first, organize later — the value of a todo is getting it out of your head immediately.
• Keep your list short and current; clear finished items often.
• Move anything the team needs to see onto a project board instead of leaving it in your personal list.
• Glance at your todos at the start and end of each day to plan and to wrap up.