How to Create To-Dos in Ninety
Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team. To-Dos appear on both your My 90 workspace and the To-Dos page.
There are two main types of To-Dos: Team and Private. Each type of To-Do allows you to make it a repeating To-Do, saving you time by automatically creating the To-Do at your chosen cadence.
Team To-Dos
A team To-Do is the default To-Do within Ninety. It lets your team see your task items, their due dates, comments, and completion status. This type of To-Do is best for items that will be discussed and reviewed in team meetings.
You can view each of your team's To-Dos lists on their team page in the To-Dos tool. To view all your To-Dos from all of your teams in Ninety, use the Team To-Dos window available on your My 90 page.
Private To-Dos
A private To-Do is more of a reminder of the daily work you need to do. For example, if you need to follow up with a teammate about a document review, you could create a private To-Do to make sure it's completed.
You view your private To-Dos by clicking the Private tab on the To-Dos tool page or on the Private To-Dos window available on your My 90 page.
Who can see my private To-Dos?
Private To-Dos are only visible to the person they are assigned to. Any licensed user can create a private To-Do for themselves or another user. Even Owners and Admins cannot view private To-Dos that are not assigned to them.
How to create a To-Do
Add an action item to a user's To-Dos list using any of the following methods:
The Create button.
The To-Dos widget from the My 90 workspace.
The To-Dos tool.
Linked items by creating a To-Do from an existing item.
Creating To-Dos using the global Create button
No matter what tool you're using in Ninety, the Create button is in the upper right-hand corner, making it easy to create new items.
To create a To-Do using the Create button:
Click Create in the upper right-hand corner.
Select To-Do from the dropdown list at the top of the Create window.
Click the profile icon to assign the item to one or more team members.
Enter the name, due date, description, and team.
Toggle on or off for private To-Dos.
Choose a repeating cadence:
Don't repeat.
Daily.
Weekly.
Monthly.
Quarterly.
Annual.
Click Create To-Do.
Creating To-Dos using the My 90 workspace
Use the My 90 workspace to view your complete Ninety To-Do list. The Team To-Dos card/widget displays all To-Dos assigned to you from any team in Ninety.
To create a To-Do from the My 90 Team To-Dos widget:
Click My 90 from the left navigation.
Click + Create To-Do at the bottom of the Team To-Dos card/widget.
Enter the name, due date, description, and team.
Choose a repeating cadence.
Click Create To-Do.
Creating To-Dos using the To-Dos tool
The To-Dos tool includes pages for team To-Dos and private To-Dos. Use the Team dropdown to select which team's To-Dos list to view.
To create a To-Do from the To-Dos tool:
Click To-Dos from the left navigation.
Select a team from the Team dropdown.
Click + Add To-Do at the bottom left of your team's To-Dos list.
Press Enter or click the checkmark after titling the To-Do.
Click any To-Do to open its details panel to add or revise additional information.
Creating linked To-Dos from other items
Linked To-Dos show the item(s) they're linked to in the Linked Items section of their details card. You can create a linked To-Do from an existing item in Ninety (such as a Rock, To-Do, Issue, or Headline).
From a Rock
To create a To-Do linked to an existing Rock from the Rocks tool or during a meeting:
Right-click the Rock (or click the ellipsis at the far end of its row).
Click Create Linked To-Do from the dropdown.
Edit details as desired from the popup. The assigned due date will be seven days out, and the title and description start the same as the Rock's.
Click Create Linked To-Do.
From a To-Do
To create a To-Do linked to an existing To-Do from the To-Dos tool or during a meeting:
Right-click the To-Do (or click the ellipsis at the far end of its row).
Click Create Linked To-Do from the dropdown.
Edit details as desired from the popup. The assigned due date will be seven days out, and the title and description start the same as the original To-Do's.
Click Create Linked To-Do.
From an Issue
To create a To-Do linked to an existing Issue from the Issues tool or during a meeting:
Right-click the Issue (or click the ellipsis at the far end of its row).
Click Create Linked To-Do from the dropdown.
Edit details as desired from the popup. The assigned due date will be seven days out, and the title and description start the same as the Issue's.
Click Create Linked To-Do.
From a Headline
To create a To-Do linked to an existing Headline or Cascading Message from the Headlines tool or during a meeting:
Right-click the Headline or Cascading Message (or click the ellipsis at the far end of its row).
Click Create Linked To-Do from the dropdown.
Edit details as desired from the popup. The assigned due date will be seven days out, and the title and description start the same as the Headline or Cascading Message's.
Click Create Linked To-Do.
Unlinking a To-Do
To unlink an item from a To-Do, the user assigned to the To-Do should:
Click My 90 or To-Dos from the left navigation.
Click the To-Do to open its details card.
Scroll down to the Linked Items section.
Click Edit.
Click Unlink.
How to create a To-Do for multiple people at once
While creating a To-Do, you can assign as many people as you need by selecting multiple users from the assignee dropdown.
Open a Create To-Do window. Click the Create button in the upper right-hand corner of any page in Ninety and select To-Do from the dropdown or create a linked To-Do from an existing item.
Select a team or make the To-Do private. Click the team dropdown and select the intended team. The users available are based on the team selected. To add users from multiple teams, turn on the Private To-Do toggle.
Assign users. Click the profile icon in the top left of the Create window, then click the users you want to assign. You may need to unassign yourself.
Send the To-Do. Click Create To-Do at the bottom of the window to assign the To-Do to the selected users.
Keep in mind:
To send a To-Do to people across multiple teams, you'll need to make it a private To-Do. Each team has its own To-Dos list, so assigning users from different teams requires making it private rather than a team To-Do.
Each user receives their own copy of the To-Do. If one user changes the due date, description, or any other detail on their copy, it won't affect anyone else's copy.