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 Amanda Barfield

Updated at August 20th, 2024

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Table of Contents

Overview and Types of To-Dos Team To-Do Private To-Do Creating a To-Do 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)

Overview and Types of To-Dos

Creating To-Dos in Ninety allows you to keep track of tasks or items that need to be completed by you or your team. There are two types of To-Dos: Team and Private. Each type of To-Do 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-Do

A team To-Do is the default To-Do within Ninety. It allows your team to have visibility into your task items, their due dates, comments, and completion. These types of tasks are best for items that will be discussed and reviewed in team meetings.

Private To-Do

A private To-Do can be seen as more of a reminder of daily work 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

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.

  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.

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

Editing a repeating To-Do works the same as before; click the To-Do, and the window opens with the details that can be updated. When you delete a repeating To-Do, you can choose to delete this one occurrence or delete the series altogether.

 

Deleting a Repeating To-Do

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

  1. Click To-Dos from the left navigation.
  2. Find your repeating To-Do.
  3. Click the ellipses.
  4. Choose Delete from the drop-down options.
  5. Once you've selected Delete, it gives you the option to delete this occurrence or all.
  6. Select All.

 

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.

 
 
planning tasks action list agenda creation task management creating to-dos personal to-do private to-do team to-do edit to-dos delete to-dos recurring to-do automatic to-do linked to-dos

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