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Organising your To Dos on Protolyst

3 min read

Here we’ll go through different ways you can organise your To-Dos. From quick bullet lists to systematised Tables collecting your to-dos from across your workspace

Watch our video or take a look at the written steps below

Simple To Do Check List #

The easiest way to create a To-Do List on Protolyst is to create a checklist in a Text Editor Page.

1 Add a New Page to your Workspace, select Text Editor and then create a list in the page

A list of To-Dos typed with one on each line
List each item in your to do list on a separate line in a Text Editor Page

2 Highlight your bullet list and use the formatting bar to select the Checkmark bullets.

To Dos in a Protolyst Page that have been formatted to display a checkbox next to them.
Highlight your list of To Dos and use the Formatting bar to create a Checkmark list in your Page

Now you’ll be able to cross To Dos off as you complete them.

To Do List in Tables #

You can make use of a Table and additional properties to further organise and categorise your To-Dos.

1 Add a New Page and select Table. Add your To Dos as separate Rows into the Table

To Dos listed as separate rows in a Table on Protolyst
Protolyst Table with the To Dos listed on separate Rows

2 Remove the pre-added Atoms and Sub-Page Properties, and add a Checkbox property to mark tasks as complete. You can also choose from available property types to add further detail and information to each of your Tasks

To Do Table on Protolyst with Table Properties added for Complete?, Due Date and Urgency
To Do List with further Properties added to help organise the list

3 Use Table Sorts to organise your To Dos in order. You could sort your tasks by Due Date, Task Urgency etc.

The Sort Options available to apply a Sort to organise the rows in a Table on Protolyst
Add Sorts to a Table opening the Sort Options and selecting from the dropdowns

Master To Do List #

If you are going to be adding To-Dos from multiple places within your workspace then a Master List can help you make sure you don’t lose any along the way.

Extending from the To Do Table described above, you can use Table Embeds in Pages across your workspace.

1 Add a new Section to a Page. Choose Linked Page and select your To Do Table

A Protolyst Page with a Page Section added into it.
To Do Table added as a Section into a Page

2 Hover and select ‘View as Embed’ to expand the Table in the Page

Protolyst Page with a Linked Page Section added into it.  There is the option to View this Page section as an Embed in the current Page.
Hover over the section and select the View Table as Embed Button that appears

3 Create a new Table View that will correspond to this Page / Project within your workspace

Adding a new View to a Protolyst Table.
Create a new Table View opening up the Eye Icon above the Table

4 Use a Select Property to assign this Task to a particular project – Project A

Adding a Select Property to a To Do Table in Protolyst
Add a Property into the Table and choose the Property Type, here it’s a Select Property

5 Add a Filter to display Tasks assigned to Project A

Adding a Filter to a Table on Protolyst
Add a Filter to your Table in the Filters Menu and selecting from the Drop Down Options

When you add new rows, this Filter will automatically assign Project A for the Project Field in your new Row. You could hide this property and any others to view just what you need in this Table Embed

6 Opening up your original To Do Table you can show all properties and remove Filters to view your Master To Do List

Swapping between Table Views on Protolyst
The Full Table View back in the To Do Table Page

Repeat this across your workspace everywhere you want to add To Dos so that all of them are added into the one Master To Do table.

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Updated on July 25, 2023

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Table of Contents
  • Simple To Do Check List
  • To Do List in Tables
  • Master To Do List
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You're wasting 1 day a week refinding the golden nuggets of info buried in your files and folders. Protolyst is a networked note taking web app where you can collect and categorise each individual highlight to find and use your most valuable info fast.

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