How To Add To-Do Lists In WordPress

Learn how to easily create a to-do list in WordPress.

How To Create To-Do Lists In WordPress

WP Plugin Tutorials - Creating To-Do Lists In WordPressTime always seems to be in short supply, especially if you are a business owner or busy team leader.

There is just too much to do and remember. You have so many deadlines to meet, urgent tasks to complete, meetings to attend, fires to put out, deliveries to make, schedules to keep and so on. The amount of things that need ”doing” never stops.

Now … add the extra workload of trying to promote and grow your business online and maintaining your website or blog updated with new content and everything can quickly start becoming unmanageable and out of control.

Whether you are running a business, website, blog, or managing a team, you need to be able to organize and manage your day.

A ”tried and true” tool that can help you save time, reduce stress, and allow you to gain some control is to use a “to-do” list.

To-Do Lists – Benefits

A “to-do” list can help you measure your progress when working towards your objectives. Your to-do list can be very detailed and specific, or just serve as a concise reminder of what needs to be done today, tomorrow, this week, this month, etc.

Here are some of the benefits of using to do lists:

Stay Organized

To-do lists help you create order, keep things organized and achieve goals sooner.

Manage Your Time Better

Prioritizing tasks on your list helps you save time and better manage your workload. You can develop a clearer perspective on what’s truly urgent vs what isn’t, and what tasks should be completed first.

Quickly Reorganize

To-do lists help you better handle events. If you find that an appointment gets cancelled or extra time has been made available when some aspect of the process gets completed sooner than expected, you can keep moving forward without loss of focus.

Accountability

Without accountability there is no commitment to getting things completed, and no motivation to take meaningful action. Lack of accountability can also let excuses creep in and impact your productivity.

Better Delegation

Having to do lists help you assign tasks to other people better. This is also important when collaborating on a team-based project (see further below).

As you can see, there are many benefits to using a to do list, both in business and in your personal life. Creating to do lists, prioritizing tasks and working in a focused manner increases efficiency and productivity in your business.

What about adding to do lists to your website?

In this tutorial we are going to show you how to add to do lists to WordPress to improve business efficiency and productivity using a customizable, multi-featured to-do list WordPress plugin called Cleverness To-Do List.

Cleverness To Do List

WP plugin to-do list

Plugin URL

http://wordpress.org/plugins/cleverness-to-do-list/

Description

This WordPress plugin provides users with a to do list feature.

Plugin Features

Note: the features described below will be discussed in more detail in the tutorial section.

You can set up Cleverness To-Do List to assign private to do lists for each user, to have all users share your to do list, or to have a master list with individual item completions.

The shared to do list option offers different settings. You can delegate to do items to a specific user (this includes a setting to email new to-do items to users) and optionally to have assigned items only viewable by that user. You can also assign different permission levels to different users based on user roles. There are also settings available to enable the display of deadline and progress fields. Category support is also included in the front-end administration.

A new menu item is added to the admin backend to help you manage your list and the to do list can also display on a dashboard widget.

A sidebar widget is also available as short code to display the to-do list items on your blog. There are 2 short codes for front-end list administration. Management of categories is accessed through the back-end.

If you plan to run a multi-author blog you can use the plugin to create custom to do lists for your post editors if you also use a copy of the Post Planner plugin from the same developer.

Plugin Installation

Log into your WP dashboard scroll down the main menu choose Plugins > Add New …

Plugin Menu

In the Install Plugins section, type in “cleverness” into the search field and click Enter

Cleverness - WP plugin to-do list - Install Cleverness To-Do List Plugin

Locate the Cleverness To-Do List item in the Search Results tab and click Install Now

WordPress to do list plugin - plugin to-do lists - Install To Do List Plugin

Activate the plugin after installing it …

to-do list plugin - WordPress to-do lists plugin - Activate Cleverness To Do List

Note: You can also activate this plugin in the Plugins section …

WP to-do lists plugin - Cleverness plugin WP to-do list - Activate Cleverness To Do List Plugin

After the plugin has been activated, click on Settings

Cleverness plugin WP to do lists - to-do lists plugin - Cleverness To Do List Settings

Note: You can also get to the plugin’s settings screen by choosing To-Do List > Settings from your dashboard menu …

Cleverness to-do lists plugin - To-Do List Menu

This takes you to the ‘Settings’ area …

Cleverness plugin WP to-do list - To Do List Settings

Let’s go through the plugin setup process …

How To Configure The Cleverness To-Do List Plugin

The Settings area is divided into 4 tabs:

  • To-Do List Settings – The options in this area let you specify the plugin’s main settings.
  • Advanced Settings – This tab is where you customize To-Do lists, assign to-do items to other users and perform plugin database maintenance tasks.
  • User Permissions – The options in this tab let you set up user permissions and capabilities for Group and Master List types.
  • Import/Export – This area is where you can export and import to-do plugin and list data settings.

Let’s now go through each of these tabs.

To-Do List Settings

Cleverness plugin WP to-do lists - To Do List Settings Screen

Categories

Choose ‘Enabled’ to organize lists into categories, otherwise leave this option set to ‘Disabled’.

Note: If you enable this option, a ‘Categories’ item gets added to the To-Do List menu …

WP plugin to do lists - To Do List Categories Menu

This allows you to add categories that you can use to organize your lists (see ‘Plugin Usage’ section further below for more details) …

to do list plugin Cleverness - To Do List Categories

You can set up ‘public’ and ‘private’ categories for your to-do lists.

Private categories are not visible when using the sidebar widgets or short codes (only when ‘Sort Order’ is set to ‘Category’)

List View

List View lets you specify how your to-do lists are viewed. There are three list views available:

  • Individual – Select this option if you want each user to create and manage their own private to-do list.
  • Group – Choose this option if you want all users to share one to-do list.
  • Master – Use this option to create a master list for all users, where users have their own individual items to complete. If you select the ‘Master’ list view, make sure to adjust the User Permissions appropriately in the ‘User Permissions’ tab (this is covered further below).
Sort Order

Cleverness to do list plugin - To Do List Sort Order

‘Sort Order’ lets you specify how to sort your to-do list items.

If you select Category, Alphabetical or ID, Category, ID or Alphabetical options, items will be first sorted by priority.

Show Added By

If this option is enabled, you can display which of your members has added an item to your to-do list.

Note: This setting only works if ‘List View’ is set to ‘Group’.

Show Date Completed

If this option is enabled, completion dates will display for your to-do items.

Show Deadline

If enabled, you can specify deadlines for your to-do items …

Cleverness to do list plugin - To-Do List Deadline

Show Progress

If this option is enabled (‘Yes’), you will be able to specify task progress indicators for your to-do items …

Cleverness to-do lists plugin - To-Do List Progress Bar

Show Admin Bar Menu

If this option is enabled (‘Yes’), the ‘To-Do List’ menu displays in your WordPress Dashboard Admin bar

WordPress to do list plugin - Show Admin Bar Menu

Use WYSIWYG Editor

This menu option lets you add and edit items on your to-do list using the WordPress WYSIWYG Editor

to-do list Cleverness - WYSIWYG editor

Use Auto Paragraphs

Enable this option to display content in your to-do lists using paragraphs.

Integrate with Post Planner

If you plan to run a multi-author website or blog, you can integrate the Cleverness To-Do List plugin with a plugin called WordPress Post Planner, from the same plugin developer that provides you with a complete WordPress editorial solution …

WordPress Post Planner - WordPress Plugin

For more information about using this WordPress plugin, visit this site: WordPress Post Planner – Plugin For WordPress

After configuring your options, click the ‘Save Changes’ button …

WordPress save changes

Advanced Settings

After you have configured the general settings, click on the ‘Advanced Settings’ tab to continue …

to do lists Cleverness - Advanced Settings

This brings up the ‘Advanced Settings’ screen …

WP plugin to-do list - Advanced Settings

This area lets you customize your To-Do lists, assign to-do items to other users and perform database maintenance.

Let’s go through how to configure the plugin’s ‘Advanced Settings’ section …

To-Do List Advanced Settings > Customize The To-Do List

Here you can customize your To Do List …

plugin to do list Cleverness - Advanced Settings - To Do List Customization Settings

You can configure the following settings in this section:

Date Format

This section lets you specify how to display dates on your to-do lists (e.g. month/day/year, day/month/year, etc.)

Note: To learn more about formatting dates in WordPress, visit the relevant section of the WordPress Codex below:

WordPress Codex – Formatting Date And Time

Priority Labels

In this section you can customize your labels for prioritizing important, middle and lowest (low) items …

Cleverness - Priority drop-down menu

high priority items are shown in red and low priority items display in a lighter shade of grey …

Cleverness plugin WordPress - sort by priority

Show To-Do Item ID

If enabled (‘Yes’), the item’s ID will display on your list …

Cleverness - Item ID

Show Date To-Do Was Added

Enabling this option shows the date your table of items was added …

Cleverness plugin WordPress - Date Added column

To-Do List Advanced Settings > Assign To-Do Items Settings

If you have selected either ‘Group’ or ‘Master’ View for your to-do list, you can configure the settings in this section and assign to-do items to other users …

Cleverness to-do lists plugin WordPress - To-Do List Advanced Settings > Assign To Do Items Settings

You can configure the following options in this section:

Assign To-Do Items to Users

Enable this option (‘Yes’) to assign tasks to other users …

WordPress to-do lists plugin - Assign To-Do Items to Users

Note: This set this option to ‘Yes’ for the settings below it to work.

Show a User Only the To-Do Items Assigned to Them

Enabling this option lets you display to-do items only to users who have been specifically assigned those items. Leave this option disabled to display to-do items to all users.

User Roles to Show

Check the boxes in this section Author to display the type of users that can be assigned items. If you do not want to assign to-do items to a particular role, then don’t tick its checkbox.

Email Assigned To-Do Items to User

If this option is enabled (‘Yes’), WordPress will automatically send an email to users with their assigned to-do items …

Cleverness plugin - Assigned To Do Items Email

If you don’t want to send out emails to users, then leave this option disabled (‘No’).

Note: If you disable this option, skip other items in this section.

Add Category to Subject

If categories are enabled in your plugin settings and you have selected ‘Yes’ for this option, the to-do category will display in the subject of emails sent to users …

to-do list plugin - Add Category to Email Subject

Leave this option disabled (‘No’) if you don’t want to display to-do categories in the subject of your emails.

Leave this option disabled if you don’t want to display categories in the email subject.

Show Who Assigned the To-Do Item in Email

If this option is enabled, you can display the user who assigned the to-do item in the email. This option is useful if, for example, you have a number of project managers assigning to-do items to users …

Cleverness to do list plugin - To-Do Item Email From Field

From Field for Emails Sent to User

This field allows you to customize the “From” field when sending out email notifications. Add your company name, your domain, your name, or anything you like in this field …

Cleverness to-do list plugin WP - Show Who Assigned the To Do Item in Email

From Email

Enter the email address that you would like to display as the “sent from” address …

Cleverness to do lists plugin - From Email

Subject Field for Emails Sent to User

Type in a subject field for the email that will be automatically distributed to users when a new item has been assigned to your to-do list …

Cleverness - Subject Field for Emails Sent to User

Text in Emails Sent to User

In this field, type the body of the email message that will be sent out automatically to users when a new item has been assigned to your to-do list.

Cleverness plugin - To Do Item Email Text Field

To-Do List Advanced Settings > Database Cleanup

This area lets you carry out database maintenance tasks related to plugin data inside your plugin settings area itself …

Cleverness WP to do list plugin - To Do List Advanced Settings > Database maintenance

This function is useful if, for example, you see that to-do items you have deleted are still showing up on your site.

You can perform the tasks below in this section:

  • Delete Tables – Remove any custom database tables that you are no longer using.
  • Delete All To-Do Items – Remove all of your to-do items.

Important Info

Any database operations carried out from this screen cannot be undone. If you are sure that you want to proceed with any of the database operations available in this section, then remember to backup your WP database first.

If you don’t want to back up your data manually, then consider using professional WordPress support services, or use a WordPress backup plugin. You can read about a WordPress backup plugin that we recommend using to completely automate your backups here:

User Permissions

In this section you can configure user permissions and capabilities for Group or Master List types …

Cleverness plugin to-do list - User Permissions

Important

If you choose the Individual List type, the only setting that applies in this section is the View To-Do List permission …

plugin to-do list - User Permissions Tab - View To Do-List

If you are configuring user permissions and capabilities for Group and Master List types, select the highest level capabilities that you would like users to have access to for each option …

plugin to do list Cleverness - User Permissions - View To-Do-List dropdown menu

The default general capabilities for each user role are as follows:

  • Subscribers: Read
  • Contributors: Edit Posts
  • Authors: Publish Posts
  • Editors: Edit Others Posts
  • Administrators: Manage Options

Note: When using the Master list type non-administrators should only be permitted to view and complete items, otherwise they will be able to edit the Master list.

WordPress to-do list plugin - User Permissions

Let’s review the settings in this section:

View To-Do List

This option permits the chosen capability to view items in the dashboard widget and on the To-Do List page under the ‘Tools’ section.

Complete To-Do Item Capability

This option allows the selected capability to mark to-do items as completed or not completed.

Add To-Do Item Capability

This option permits the chosen capability to add new to-do items.

Edit To-Do Item Capability

This enables the selected capability to edit existing to-do items.

Assign To-Do Item Capability

Here you can enable the selected capability to assign to-do items to individual users.

View All Assigned Tasks Capability

Here you can enable the selected capability to view all tasks even if “Show Each User Only Their Assigned Tasks” is set to ‘Yes’.

Delete To-Do Item Capability

Here you can permit the selected capability to delete individual items.

Delete All To-Do Items Capability

This option permits the selected capability to purge all the completed items.

Add Categories Capability

Here you can enable the chosen capability to add new categories.

Import/Export

The ability to import and export to-do list data can be very useful. For example, you may decide to transfer data from one site to another, or export the list data for backup or reporting purposes.

To access this function, click on the ‘Import/Export’ tab in your plugin settings area …

Cleverness plugin to do list - Import/Export Settings Tab

Here you can import or export your list and plugin settings …

Cleverness to-do lists plugin - Import/Export Settings Tab

Exporting To-Do List Data

To export and download your to-do list data settings click on the ‘Download Export File’ …

plugin to do lists Cleverness - Import/Export - Import/Export Settings - Download Export File

This opens up a new window allowing you to download and save your data as plain text to a storage device (e.g. your hard drive) …

Cleverness - Import/Export - Export Settings

In addition to exporting list data from the ‘Import/Export’ tab, you can also export data by going to your WordPress dashboard menu and selecting Tools > Export

Export Menu

You can include to-do list data in an export file (in XML format), either by selecting ‘All content’ (includes everything – posts, pages, etc…), or just select ‘To-Do’ from the ‘Choose what to export’ section and click the ‘Download Export File’ button to download your file to your hard drive…

WP Export Menu - Export To Do

Importing To-Do List Data

Importing a list data file is easy. Just click on the ‘Browse’ button next to the ‘Choose File to Import’ field …

Cleverness plugin WP to-do lists - Import/Export - Import/Export Settings - Import To-Do File

Select the file and click ‘Open’ …

Cleverness to-do lists plugin - Import/Export Tab - Import/Export Settings Section - Import To-Do File

After your data file has been uploaded in your settings area, click on the ‘Import Settings’ button …

Cleverness to-do lists plugin WordPress - Import/Export - Import/Export Settings - Import File

Your file data will be imported.

After configuring all of the plugin settings, you can start create and edit your lists.

How To Use The Cleverness To-Do List Plugin

To create a new to do list, go to your WordPress dashboard menu and click on To-Do List > To-Do List

Cleverness - To-Do List Menu

This brings up the ‘To-Do List’ page …

Cleverness WordPress plugin to do lists - To-Do List screen

Adding New Items To Your List

There are a number of ways to add new items to your to-do list.

For example, you can add a new item to your to-do list from your dashboard toolbar …

to-do list plugin Cleverness - How To Add New Items To Your List

You can also add a new item to your to-do list in the Dashboard by clicking on the ‘Add To-Do item’ link …

plugin to do lists - Add New To-Do Items

You can click on the ‘Add New Item’ link in the ‘To-Do Items’ section (note: only use this option if your To-Do list contains many items, as the link is only going to take you to the “Add New To-Do Item” section down the screen) …

to-do list Cleverness - Adding New To Do Items To Your List

The above methods will bring you to the ‘Add New To-Do Item’ section.

Depending on how you have configured your plugin’s settings, some options may not display when adding new to-do items.

Set up the options you have enabled for your to-do items, enter appropriate information into the relevant fields and click on the ‘Submit To-Do Item’ button to add the new item to your list …

Cleverness plugin WordPress to-do lists - Adding New To-Do Items To Your List

Note: If you have chosen a list type that allows you to assign tasks to users, select a user from the drop-down list and assign them the item …

to do list plugin - Assign To Do Items to Users

You can also assign multiple users to the same item (click on ‘x’ to delete a user) …

Cleverness to do lists - Assign To-Do Items to Users

After After adding a new item, the item will display as an entry in the ‘To-Do List’ table …

WordPress plugin to-do list - How To Add New To Do Items To Your List

Repeat the above process to continue adding new items to your to-do list …

plugin to do list - Add New To-Do Items

Editing And Removing Items From Your List

To edit or delete an item, click on the ‘Edit’ or ‘Delete’ buttons associated with each item under the ‘Action’ column …

Editing And Removing Items From Your List

Depending on how you have configured the plugin (see previous section), users assigned to tasks may also receive email notifications …

to-do list plugin - Email Assigned To Do Items to User

Once you have created your to-do list, users can view it from their user dashboard …

Cleverness plugin - View To-Do List User Dashboard

When the user assigned with completing an item clicks on the item check box …

Cleverness plugin - Complete To Do Item User Dashboard

… the item disappears from the “To-Do” list …

WordPress plugin to do list - Complete To Do Item

And gets listed the ‘Completed Items’ table located in the ’To-Do List’ plugin area …

plugin to-do list Cleverness - Completed To Do List Item

Additional Information

The Cleverness To-Do List plugin provides additional functions that let you display a to-do list on your WordPress site using widgets, and display a list on any page or post using short codes.

Plugin Widget

To add to-do lists to your site using widgets, go to the ‘Widgets’ page (Appearance > Widgets) and drag the ‘To-Do List’ widget to the location in your sidebar menu where you would like your list to show …

Cleverness to-do list plugin - Plugin Widget

Configure the widget settings and click ’Save’ …

to-do list plugin - Using The Cleverness Plugin Widget

The to-do list will appear wherever the widget has been inserted (e.g. the sidebar menu, footer, etc.)

Cleverness plugin WP - Using The Cleverness Plugin Widget

To learn more about using widgets in WordPress, see the tutorial below:

Using The Cleverness To-Do List Plugin Shortcodes

The Cleverness plugin also lets you display lists to your site by inserting short codes into your content.

To access the plugin’s short code documentation, select To-Do List > To-Do List from the dashboard menu …

WordPress to-do lists plugin - To-Do List > To-Do List

Click on the ‘Help’ tab on the top right hand corner of your screen …

WP plugin to-do lists - Using The Cleverness To-Do List Plugin Shortcodes

Click on the ‘Shortcodes’ menu to access the Shortcode Documentation section …

Short Codes

This section explains different ways to configure and use shortcodes for displaying lists and checklists on your posts and pages.

Once you know what type of information you want to display on your site, create or edit a new or existing page or post and either type or paste the short code into the content section …

Short Codes

Publish your page or post and you should see the list displayed exactly where you entered the shortcode …

Using The Cleverness Plugin Short Codes

To download this plugin, go here:

Congratulations! Now you know how to create and add to-do lists to your WordPress site or blog.

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"I was absolutely amazed at the scope and breadth of these tutorials! The most in-depth training I have ever received on any subject!" - Myke O'Neill, DailyGreenPost.com

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