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Manage Your To-Do using Time Captis

Jan 5, 2020     TUTORIAL

Create, manage and keep track of tasks that you need to do daily in one place with Time Captis To-Do. Access and manage your to-do lists (groups of to-dos) too. Refer to the detailed instructions in the step by step guide below.


1. Sign in to your Time Captis Account
2. Click on ‘To-Do’ from the Dashboard menu.

Figure 1
Figure 1

3. Upon doing so, the ‘To-Do Item‘ page will appear as shown in Figure 2 which are added under different To-Do Lists. Each step shown in Figure 2 is explained in the below table.

Figure 2
Figure 2
Sl. No. Name Description
1 To-Do Lists Click to go to the to-do list page
2 Add To-Do Click to add to-do item for different to-do lists
3 Checkbox Check this, if the respective to-do item is completed
4 To-Do Item Title Title of the added to-do item
5 Timeline The timeline added for the to-do item
6 To-Do List Name The name of the to-do list under which the respective to-do item is added

4. To View the To-Do List page, click on the ‘To-Do Lists‘ button present in the To-Do Item page as shown in Figure 3.

Figure 3
Figure 3

5. Upon doing so, the ‘To-Do List‘ page will appear. Each step shown in Figure 4 is explained in the below table.

Figure 4
Figure 4
Sl. No. Name Description
1 To-Do Items Click to go to the to-do item page
2 Add To-Do List Click to add to-do list
3 Added To-Do List The name of the added to-do list
4 Progression Bar Displays the completion percentage of the to-do items added for a to-do list
5 View To-Do Items Click to view all the to-do items added under a to-do list
6 Edit To-Do List Click to edit a to-do list
7 Delete To-Do List Click to delete a to-do list

6. To add a To-Do List, click on the ‘Add To-Do List‘ button present in the To-Do List page as shown in Figure 5.

Figure 5
Figure 5

7. Upon doing so, the Add To-Do List page will open as shown in Figure 6. Each step shown in Figure 6 is explained in the below table.

Figure 6
Figure 6
Sl. No. Name Type Description
1 List Name Required Enter a to-do list name
2 Team Required Choose a team for which the to-do list is added

Once you are done with, click on the ‘Save‘ button as shown in Figure 6. Upon doing so you can see your recently added To-Do List appearing in the To-Do List page.

8. To view the To-Do Items which are added under a particular To-Do List, click on the 'View' button appearing below the respective To-Do List as shown in Figure 7.

Figure 7
Figure 7

9. Upon doing so, all the To-Do Items those are added under that To-Do List will appear as shown in Figure 8.

Figure 8
Figure 8

10. To edit a To-Do List, click on the 'Edit' button appearing below the respective To-Do List as shown in Figure 9.

Figure 9
Figure 9

11. Upon doing so, the Edit To-Do List page will appear as shown in Figure 10. Edit the details as per your requirement and click on the 'Save' button to save the changes.

Figure 10
Figure 10

12. To delete a To-Do List, click on the 'Delete' button appearing below the respective To-Do List as shown in Figure 11.

Figure 11
Figure 11

13. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 12 and the said To-Do List will be deleted.

Figure 12
Figure 12

14. To return to the To-Do Item page, click on the 'To-Do Items' button present in the To-Do List page as shown in Figure 13.

Figure 13
Figure 13

15. Upon doing so, the To-Do Item page will appear. To add a To-Do Item, click on the ‘Add To-Do‘ button present in the To-Do Item page as shown in Figure 14.

Figure 14
Figure 14

16. Then the ‘Add To-Do Item‘ page will appear. Each step shown in Figure 15 is explained in the below table.

Figure 15
Figure 15
Sl. No. Name Type Description
1 Title Required Enter a title for the to-do item
2 Description Optional Enter a description
3 Timeline Optional Enter a timeline for the to-do item
4 To-Do List Required Choose a to-do list under which the to-do item will be added
5 Attach Files Optional Choose and upload file from your system

Once you are done with, click on the ‘Save‘ button as shown in Figure 15. Upon doing so you can see your recently added To-Do Item appearing in the To-Do Item page.

17. To view a To-Do Item, click on the said To-Do Item as shown in Figure 16.

Figure 16
Figure 16

18. Upon doing so, the details page for the To-Do Item will open as shown in Figure 17.

Figure 17
Figure 17

19. To edit the To-Do Item, click on the 'Edit' button present in the details page of the To-Do Item as shown in Figure 18.

Figure 18
Figure 18

20. Upon doing so, the Edit To-Do Item page will appear as shown in Figure 19. Edit the details as per your requirement and click on the 'Save' button to save the changes.

Figure 19
Figure 19

21. To delete the To-Do Item, click on the 'Delete' button present in the details page of the To-Do Item as shown in Figure 20.

Figure 20
Figure 20

22. Upon doing so, you shall see a pop-up window to confirm before deletion. Click on the 'Confirm' button as shown in Figure 21 and the said To-Do Item will be deleted.

Figure 21
Figure 21

23. To Filter To-Do(s), click on the 'Filter ' Text box as shown in Figure 22.

Figure 22
Figure 22

24. Upon doing so, the To-Do Item page will display the fields for filtering as shown in Figure 23. Each step shown in Figure 23 is explained in the below table.

Figure 23
Figure 23
Sl. No. Name Description
1 Title Enter any to-do item name to be filtered
2 Toggle Up Click to hide all the filter fields
3 Select Team Filter to-do items by choosing a team from the drop-down menu
4 Select List Filter to-do items by choosing a to-do list from the drop-down menu
5 From Filter to-do items by entering a start date
6 To Filter to-do items by entering a target date
7 Search Click to see the filtered result
8 Reset Click to clear all the search parameters