Quick start

This walks a member through creating and completing their first task, then points admins at the group and cleanup features.

1. Enable the member Todo tab

In wp-admin, go to WB Plugins > Todo Lists > General and turn on Enable Todo For Member. Save.

2. Open your profile Todo tab

Visit your own BuddyPress profile. A new tab appears using your configured label (default “Todos”), with a count of your open tasks. It has two sub-tabs:

• List: your tasks grouped by due date.
• Add: the create form.

The tab only shows on your own profile, not on other members’ profiles.

3. Create a task

On the Add sub-tab, fill in:

• Title.
• Description (rich-text editor).
• Category. Pick an existing category, or add one inline if the admin allows members to add categories.
• Due date. If the admin made the due date required, you must set one.
• Priority: Critical, High, or Normal.

Save. You return to the List view with the new task.

4. Complete or edit a task

In the List view, each row has actions:

• Complete (check icon): marks the task done and records the completion time.
• Undo (undo icon): reopens a completed task.
• Edit (pencil icon): opens the task for changes.
• Remove (times icon): deletes the task.
• View (eye icon): opens the single task page.

Completed tasks move to the bottom of the list automatically.

5. Export your tasks

When you have at least one task, an Export link appears on the Todo tab. It downloads your tasks as CSV (Task ID, Title, Summary, Due Date, Status).

Next steps for admins

• Set up group tasks: see Features > Group tasks and reporting.
• Keep the database clean: see Features > Automatic data retention.
• Review every setting: see Usage > Admin settings.