Using the to-do list
This section will show you how to use the to-do list. Note Station provides a variety of options and settings to add, edit, view, and manage tasks. You can also associate notes with tasks and vice versa.
Adding Tasks
There are several ways to add tasks to your to-do list. You can add tasks inside a note as well as adding them individually in the to-do list. Tasks added within a note are associated with the note.
To add a task from a note:
- Method 1
- While a note is open, click the To-do List icon to display all tasks associated with the current note.
- In the task window, enter a title for your task and specify a due time.
- Click + to add the task to the to-do list.
- Method 2
- While a note is open, select any text.
- Click the To-do List icon to directly create a task using the selected text as the task title.
- In the task window, specify a due time for the newly added task.
To add a task from the to-do list:
- Method 1
- In the menu panel, click To-do List to display all tasks.
- Enter a title for your task and specify a due time at the top of Note Station.
- Click + to add the task to the to-do list.
- Method 2
- In the menu panel, click To-do List to display all tasks.
- In the upper-right corner, click Sort by and select Note to display tasks by note.
- Mouse over a notebook and click ....
- Select Add a new task.
- Enter a title for your task and specify a due time.
Note:
- A single note can have up to 50 tasks.
Editing Tasks
Once a task has been added, you can edit the status, priority, title, due time, and reminder time at any time. If you set a reminder, Note Station will remind you via DSM desktop notification.
To edit a task:
- Method 1
- In the task panel, click on the priority, title, due time, or reminder time to edit the corresponding property.
- Click away from the task to save your changes.
- Method 2
- In the task panel, right-click a task and select Edit.
- A window for task-editing will appear.
- Click OK to save your changes.
To batch edit tasks:
- In the task panel, select the tasks you want to batch edit by using shift-click and command/control-click.
- Right-click any of the selected tasks and select Edit.
- A window for batch task editing will appear.
- Click OK to save your changes.
To delete a task:
- Method 1
- In the task panel, hover over a task you want to delete.
- Click the trash can icon.
- Method 2
- Right-click on any task you want to delete.
- Select Delete from the drop-down menu.
Note:
- You can batch edit as well as batch delete tasks by using shift-click and control/command-click to select multiple tasks.
To enrich task content:
- Click the menu bar icon next to your task to display the additional settings:
- Star: Highlight the task as important.
- Flag: Label the task according to its emergency level.
- Calendar: Set the due date for the task.
- Alarm: Set when to notify you before the task due date.
- New subtask: Add a new subtask to do.
- Add remark: Enter your evaluation, feelings, or other related information about this task.
- Click Finish to save the settings. You will find the corresponding indicators below the task name.
Viewing Tasks
In the menu panel, click To-do List to display all tasks. You have many options for viewing, filtering, sorting, and searching tasks. In the upper-right corner, you can filter and sort tasks. Use the filter drop-down menu to filter by task completion, priority, and due date. Use the sort button to sort by due date, priority, reminder time, and note. In the upper-left, you can search for specific tasks by title.
Note:
- The to-do list only displays tasks added via your DSM account. Tasks within joined notes will not appear in the to-do list.
- You can create a corresponding note for any task by right-clicking the task and selecting a notebook.
- Any tasks that have a corresponding note will display a note icon. Click the note icon to open up the corresponding note.
- When sorting by note, you can drag-and-drop notes to sort them. Tasks moved to Independent tasks will be no longer associated with a note.
Task Management Settings
You can adjust several default task management settings to make task management more convenient. The following settings are located at Settings > To-do List:
- Auto-purge: Note Station will automatically delete any completed tasks after the time set here. This can help keep your to-do list from getting cluttered. Auto-purge can be turned off.
- Default priority: Newly added tasks will inherit the priority set here.
- Default due date: Newly added tasks will inherit the due date set here.
- Default reminder time: Newly added tasks will inherit the reminder time set here. You will receive a DSM desktop notification at the specified time interval ahead of the due time.
Outputting Tasks
You can output specific information of multiple tasks into a note for quick reference.
To configure output settings:
You can customize types of task information to output.
- Go to Settings > To-do List > Output Tasks as a Note, and select the desired categories:
- Default: Task
- Selective: Subtask, Remark, Finish status, Star, Priority, Due date
- Click OK to finish the output settings.
To output tasks as a note:
- Go to To-do List on the left panel, and select the desired task type.
- Select one or multiple tasks for output, and right-click any selected task.
- Click Output tasks to and select the destination notebook.