Overview

The To-dos sidebar entry combines every checklist and task relevant to you. Checklists can stand alone or belong to a project and a particular project tab. Tasks from funding sources appear in an additional section.

Checklist and task

Concept	Meaning
Checklist	Named collection of related tasks
Task	Individual action with description, deadline, assignees, and completion state
Private checklist	Visible only to its creator
Shared checklist	Visible to assigned people or within its project context
Checklist template	Reusable starting point with tasks and relative deadlines

Where tasks appear

To-dos shows checklists assigned to you or containing at least one task assigned to you.
A project shows the checklists in its configured checklist component.
Funding-source tasks appear below your checklists and link to the corresponding funding record.
Notifications can link directly to a temporarily highlighted task.

A public checklist does not automatically appear for everyone. It becomes relevant in a personal view when the person is assigned to the list or a task.

Typical workflow

Create a checklist freely, from a template, or directly in a project.

Add tasks with clear names, comments, and deadlines.

Assign people to the entire list or individual tasks.

Track progress in list or Kanban view.

Complete tasks; Artwork records who completed them and when.

Save recurring processes as templates for future projects.

Checklists & Tasks

Create lists, assign tasks, maintain deadlines, complete, move, and collaborate.

My To-dos

Search, filter, sort, and switch between list and Kanban views.

Checklist Templates

Prepare recurring task sequences with relative deadlines centrally.

Permissions and project access

Editing a project checklist depends on component access, project write access, and project role. Additional permissions govern general checklist use and editing or deleting other people's lists. Assignment makes a task visible but does not grant write access to all other project data.