Creating To-Dos

Discover effective strategies and techniques for creating efficient and organized To-Do lists, helping you prioritize tasks and effectively manage your time and workload.

Written by Tommy Mains

Updated at August 20th, 2024

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Table of Contents

Types of To-Dos Creating a To-Do Tip Editing or Deleting a To-Do Deleting a Repeating To-Do Creating Linked To-Dos From Other Items Agreements-Based Team To-Dos Activating or Deactivating This Feature What is an Agreements-Based To-Do? To-Dos From Meetings Frequently Asked Questions (FAQs)

Types of To-Dos

Creating To-Dos in Ninety allows you to keep track of tasks that need to be completed by you or your team. Each type gives you the option to make it a repeating To-Do, saving you time by automatically creating the To-Do at your chosen cadence.

Team To-Dos

Team To-Dos are the default in Ninety. They allow your team to have visibility into task items, due dates, comments, and completion. These types of tasks are best for items that will be discussed and reviewed in team meetings.

 
 

Private To-Dos

A private To-Do can be seen as more of a reminder of daily work that you need to do. For example, if you need to follow up with Joe about a document review, you could create a private To-Do to make sure it's completed, but the rest of the team doesn't need to see that you emailed Joe.

 
 

 

Creating a To-Do

Click the Create button in the upper right-hand corner to create new items.

  1. Click Create in the upper right-hand corner.
  2. Select To-Do from the dropdown list at the top of the Create window.
  3. Click the profile picture icon to assign the item to one or more team members.
  4. Input details: name, due date, description, and team.
  5. Toggle on/off for Private To-Dos.
  6. Choose repeating cadence:
    1. Don't repeat 
    2. Daily
    3. Weekly
    4. Monthly
    5. Quarterly
    6. Annual
  7. Click Create To-Do.
     

The video below goes through the process of creating a repeating To-Do.

 

To share an existing To-Do with one or more team members, follow these steps:

  1. Right-click the existing To-Do (or left-click the ellipses).
  2. Click Create linked To-Do.
  3. Click the profile picture on the top left of the Create To-Do popup.
  4. Click any number of users from the dropdown.

 

Each user selected will receive their own copy of the To-Do.

Tip

You can minimize the Create pop-up with the minimize button or by clicking the page behind the window. Click the expand or maximize button to resume editing.

 

 

Editing or Deleting a To-Do

Click any To-Do from the My 90 workspace or the To-Dos tool to open its details window. Edit its description, due date, assignee, and more from this window. Changes are saved automatically.

You can also delete a To-Do by clicking the three dots next to the profile icon shown and clicking Delete from the options shown.

Deleting a Repeating To-Do

To delete all occurrences of a repeating To-Do, you must delete it from the To-Dos tool page. If you delete it from the My 90 page, it only deletes the current instance of the To-Do.

  1. Select the To-Dos tool from the main left navigation.
  2. Find the repeating To-Do you wish to delete.
  3. Click the three dots next to the profile icon.
  4. Choose Delete from the drop-down options shown.
  5. After clicking Delete, you'll have the option to delete a single occurrence or all instances of the To-Do.

Creating Linked To-Dos From Other Items

Linked To-Dos show the item(s) it's linked to in the Linked Items section of its details card.

You can create a linked To-Do from an existing item in Ninety (such as a Rock, To-Do, Issue, or Headline). Click through the tabs below to learn how.

Rock

To link an existing Rock to a To-Do:

  1. Click the ellipses at the far right of the Rock's row.
    1. You do this in the Rocks tool or while reviewing Rocks during a meeting.
  2. Click Create Linked To-Do from the dropdown.
  3. Edit details as desired from the popup.
    1. The assigned due date will be seven days out.
    2. The title and description start the same as the Rock's.
  4. Click the Create Linked To-Do button.
 
 

To-Do

To link an existing To-Do to another To-Do:

  1. Click the ellipses at the far right of the To-Do's row.
    1. You can do this in the To-Dos tool or while reviewing To-Dos during a meeting.
  2.  Click Create linked To-Do from the dropdown.
  3. Edit details as desired from the popup.
    1. The assigned due date will be seven days out.
    2. The title and description start the same as the original To-Do.
  4. Click the Create Linked To-Do button.
 
 

Issue

To link an existing Issue to a To-Do:

  1. Click the ellipses at the far right of the Issue's row.
    1. You do this in the Issues tool or while reviewing Issues during a meeting.
  2. Click Create Linked To-Do from the dropdown.
  3. Edit details as desired from the popup.
    1. The assigned due date will be seven days out.
    2. The title and description start the same as the Issue's.
  4. Click the Create Linked To-Do button.
 
 

Headline

To link an existing Headline or Cascaded Message to a To-Do:

  1. Click the ellipses at the far right of the Issue's row.
    1. You do this in the Headlines tool or while reviewing Headlines during a meeting.
  2. Click Create Linked To-Do from the dropdown.
  3. Edit details as desired from the popup.
    1. The assigned due date will be seven days out.
    2. The title and description start the same as the Headline's.
  4. Click the Create Linked To-Do button.
 
 

To unlink an item for a To-Do, the user assigned the To-Do should:

  1. Click My 90 or To-Dos from the left navigation.
  2. Click the To-Do to open its details card.
  3. Scroll down to the Linked Items section.
  4. Click Edit.
  5. Click Unlink.

 

Agreements-Based Team To-Dos

Agreements-based To-Dos are available for beta companies only.

Activating or Deactivating This Feature

Owners, Admins, and Coaches can turn Agreement-based To-Dos on or off in Company Settings:

  1. Click your name from the left navigation.
  2. Click Company Settings (stay on the Configuration page).
  3. Scroll down to find the To-Dos section.
  4. Toggle on or off Agreement-Based To-Dos.

What is an Agreements-Based To-Do?

Agreements-based To-Dos ensure accountability and transparency. To-Dos created by and assigned to different users become agreements-based. Users can accept or reject the To-Dos assigned to them in the To-Dos tool. Click the clock button to view all your pending To-Dos.

The following are not agreements-based:

  • Personal To-Dos
  • To-Dos created by and assigned to the same user
  • To-Dos created by a Milestone
  • Repeated To-Dos after the initial To-Do has been accepted
  • To-Dos created for another user on a team the creator isn’t on

Use the comments section to communicate with stakeholders or document progress without entering the negation workflow.

 

To-Dos From Meetings

At the end of any meeting using the Meetings tool, all To-Dos created for those in attendance will be automatically accepted. When creating a To-Do in a meeting, team members should come to an agreement on its due date and scope of work (as noted in the description box).

Team members marked absent for the meeting will have to accept their To-Dos.

To have all To-Dos created in a meeting stay as pending, uncheck the Accept All Pending Agreements-Based To-Dos option during the Conclude section.

 

Frequently Asked Questions (FAQs)

Can I create a To-Do for multiple people?

Yes, you can create multiple To-Dos at the same time. When creating a To-Do, simply click as many team members from the dropdown as you'd like. Each person will receive their own copy of the To-Do and see that you assigned it to them.

As a reminder, you can use the Create button at the top right of the screen from any on our platform to create an item, including To-Dos.

 
 

Can I simultaneously create multiple To-Dos for the same person?

Great question. We do not currently have the functionality to create multiple To-Dos for a single team member at the same time.

Instead, you'll need to create the To-Dos one at a time with the Create button or create Linked To-Dos from an existing item by right-clicking the item and selecting Create Linked To-Do from the dropdown.

 
 

 


 

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