To-do Tasks / 08

Create a quick to-do from the list

The fastest way to add an item: an editable row at the top of the list with name, assignee, status, priority and due date on one line.

2 minutes
Product screenshot: Create a quick to-do from the list
Step by step

How to complete quick add

  1. 01

    Switch to List view

    In the header choose List. The quick row only exists in this view.

    Step 1: Switch to List view
  2. 02

    Open the row

    Click the first row, + New task. It becomes an editable row with the cursor in the task name.

    Step 2: Open the row
  3. 03

    Fill in the row

    Type the name (at least 2 characters) and optionally pick Assignee, Status (Pending by default), Priority (Medium by default) and Due date.

    Step 3: Fill in the row
  4. 04

    Save

    Press Enter or the check mark. The to-do appears in the list and the row is ready for the next one. Esc discards it.

    Step 4: Save
  5. 05

    From the Kanban board

    At the bottom of each column, + New task opens the full panel with that column's status already selected.

    Step 5: From the Kanban board

What you'll learn

  • How create a quick to-do from the list works inside Perfour.

  • What information you need and how it stays connected to To-do Tasks.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

Can I add several assignees from the row?+

No: the row takes one person. For more, open the to-do and use Assignees.

Where do I write the description?+

The quick row has none. Open the to-do afterwards to add it.