To-do lists have been widely-used by professionals to keep track of day-to-day activities. Out of thousands of task tools, the “Cleverness To-Do List” can be the most popular plugin that enables you to create a “To-Do” list inside the WordPress dashboard.
In this tutorial, let’s go through how to add to-do list managers to boost productivity. This process can be a breeze with the use of this Cleverness To-Do list plugin.
How to Use and Configure Cleverness To-Do List Plugin?
As a superb WordPress plugin, the Cleverness To-Do List makes it possible to generate privately-seen “To-Do” lists for individuals, or to create a master list for all users. It is extremely useful in a site’s development stage, allowing you to set all tasks needed to be done and start doing them straight from the backend. From its commercial version, you can create custom “To-Do” items for post planners. To download this plugin, just click this link.
1. Initialize this WordPress Plugin
As is documented in this plugin installation tutorial, there are three different ways to get the job done. Whichever option you decide to use, the newly-activated “Cleverness To-Do List” plugin can be found via “Plugins” > “Installed Plugins”.
2. Configure the Cleverness To-Do List
As you may notice, a new “To-Do List” appears within the sidebar menu. Just move your mouse over it and click to choose “Settings” as follows. Overall, there are a total of four editing tabs, and we will elaborate on them one by one.
To-Do List Settings
If you’d like to organize “To-Do” lists into categories, just set the box next to “Categories” to “Enabled”. Here comes the most important setting – “List View”. As shown, there are three different options available:
- Individual – This allows each user to create and manage their private “To-Do” lists. It won’t affect each other.
- Group – This allows all your users to share a single to-do list. It’s helpful when a team is working on the same task or project.
- Master – This allows site admins to have a master to-do list for all users where each one has his/her individual list. Meanwhile, everyone except the admin will have an individual view.
If you use the “Group” or “Master” view, be sure to adjust the user permissions accordingly so that users won’t edit or even delete others’ tasks. More details are available from the below “User Permissions” tab.
Notes: The left options allow you to show or hide the to-do list “Completed Date”, “Deadline”, “Progress” as well as “Admin Bar Menu”. Also, you can alternatively specify those options within the widget itself.
This is where you can set user permissions for “Group” and “Master” list types. The only permission that applies to the “Individual” list view is this “View To-Do List”. Plus, users that you don’t want to edit the list can also be assigned with “Complete To-Do Item Capability”. Pay attention that, this requires you to use the capabilities included within each option.
By default, contributors can “Edit Posts”, subscribers can “Read”, editors can “Manage Others Posts”, authors can “Publish Posts” and you administrator can “Manage Options”. Do check the “Save Changes” button in the end.
This “Cleverness To-Do List” also gives you the ability to set advanced settings. For instance, you will be able to specify to-do list “Date Format “, “Added Date” and “Item ID”. If needed, the “Highest”, “Middle” and “Lowest” priority labels can also be further customized.
Scroll down and assign “To-Do” items to other users. To make all those listed settings work, you should firstly set this “Assign To-Do Items to Users” option to “Yes”. Honestly, the remaining options are quite self-explanatory, and you can leave them to the defaults for the time being.
Inside this tab, you can “Export” or “Import” to-do list items using the to-do radio button. This outcome can also be achieved through the inbuilt “Export” and “Import” features, located under the “Tools” section.
3. Add New To-Do Items
To do so, you only need to set list “Priority” and “To-Do” content. As shown, the highest priority list items are displayed as “Red” text and the lowest ones are shown as “Lighter Grey” text. Once completed a task, you can “Edit” the checkbox next to it. If done correctly, that very task will be moved to the “Completed Items” automatically.
4. Display To-Do List Form on the Frontend
This useful plugin is also included with shortcodes and a widget to integrate it to the site’s frontend. To display the admin area of your to-do list on the front-page, just create a new post/page and then copy the below shortcode:
Note that, this to-do item form can only be viewed by logged-in users who can add or manage your to-do list items. For those logged out users, there will be a notice stating the included content is only visible to registered users. To display your to-do list, use shortcode [todolist] in the post/page editor.
To add your to-do list to sidebar, just go to “Appearance” > “Widgets”. Simply drag and drop this “To-Do List” to right-hand “Widget Area”. Now, name your list and decide how many items will be displayed. After done with all settings, just click “Save” to finalize this widget.