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About this lesson

The Todoist inbox is perfect for capturing new tasks and organizing them into projects for later. The inbox is the hub for a lot of activity inside of Todoist and a great way to filter tasks that are most important to complete next. 

Exercise files

Download this lesson’s related exercise files.

Task: Adding to Inbox.docx
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Quick reference

Using the Todoist Inbox

The Todoist inbox provides users with the ability to add new tasks and sort them into the relevant project. Adding a task to your inbox will allow you to coordinate the next action and save your brain from having to remember it. An inbox is a great place for storing tasks ranging from your next shopping list item to your next big event conference at work to start planning later in the day. Capturing inside of inbox is a healthy productivity practice.  

When to use

  • When you'd like to capture a new task in Todoist 

Instructions

  • Open Todoist 
  • Select "Inbox" on the sidebar
  • Hit "Add Task" 
  • Begin by adding one task 
  • Add 5 tasks to the inbox
  • Add a Due Date to one of the tasks  
  • View "Options" via the three-dots
  • Click "Sort by Priority" to organize tasks into order 
  • Go out of the "Options" area
  • Hit the comment bubble next to "Options" 
  • Add relevant notes to Project Comments
  • Exit Project Comments
  • Head to "Options" 
  • Enter the "Email Tasks to this Project" area
  • Extract email for sending task in via email 
  • Use the Exercise to extract tasks and enter them into inbox 

Hints & tips

  • You can also import and extract templates, this will be discussed later 
  • Sorting is also possible by name and due date 
  • Use these GTD triggers to help with the extract of tasks in exercise 
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  • 00:04 Hello everyone and welcome back to this go skills course all about Todoist. We're
  • 00:09 going to be diving into how to effectively use the inbox today, inside of Todoist.
  • 00:14 Now as you can imagine,
  • 00:15 the inbox is a great way to capture things across your day.
  • 00:19 The inbox is located on this left hand panel on the sidebar and
  • 00:23 you can access it here.
  • 00:24 It's pinned to the top which is great.
  • 00:26 If you have a Todoist for
  • 00:27 business account, you might see an additional inbox, called team inbox.
  • 00:31 This is used for a collective inbox with you and your team, but
  • 00:35 on the majority of premium or free accounts, you'll see, inbox here.
  • 00:40 Now, the great thing about inbox is you can start collecting things
  • 00:43 across your day.
  • 00:44 So let's add a new task for
  • 00:45 example, let's say I do need to cook some salmon tomorrow, for part of a meal.
  • 00:50 As you can see,
  • 00:51 I've added a priority level of three to it as a lowest level of the priority.
  • 00:55 Now what I want to do is add a few more items because of course once
  • 00:59 you're going across your day, you're going to capture a few more things.
  • 01:02 So let's say, Organize Bob's Birthday Card, put a priority level two in it.
  • 01:10 Plan Even Conference, and that's an important one so
  • 01:14 let's put a high priority on it, Buy Indoor Plant, priority level three.
  • 01:21 And let's finalize it with sort filing system at home at
  • 01:26 priority level three on it.
  • 01:28 So you can see here, I have started to add a few items to the inbox.
  • 01:32 Now the inbox is a great way to coordinate your items.
  • 01:35 Projects appear down on this tab here.
  • 01:38 What you can do is start dragging them to the relevant areas, and
  • 01:42 that's a great way to organize.
  • 01:43 You can also add priority levels, as well as all of the relevant stuff here,
  • 01:47 like due dates to be able to sort them into the relevant dates.
  • 01:51 So for example, I'm going to put a few due dates on these now.
  • 01:55 So you can see here, I've added a few dates and up in the top right-hand corner,
  • 01:59 you see this almost setting cog inside of the inbox section.
  • 02:02 This is project actions, and
  • 02:04 you can sort by a host of different things from dates to names.
  • 02:07 Let's start with the date.
  • 02:09 This organizes it into the correct order, as you can see below.
  • 02:12 You can also organize it on priority level.
  • 02:14 So highest priority at the top, lowest priority at the bottom.
  • 02:18 And you can also sort by name, that's in alphabetical order.
  • 02:22 So also from here you can import from template export as a template.
  • 02:26 Email tasks to this project as well as project calendar.
  • 02:29 And inside of inbox, you can use something called Project comments.
  • 02:32 This is something we'll discuss in a later feature.
  • 02:35 So there are many benefits to using the inbox.
  • 02:37 As you can imagine, it's a great place to capture items and begin to sort them.
  • 02:42 Now what we've done in the exercise is provided you with the sheet
  • 02:45 to start creating your first inbox items.
  • 02:47 Now these triggers that we'll provide will actually help you
  • 02:51 coordinate exactly what you need to be thinking about on a day to day basis.
  • 02:55 Whether you're putting them in on a weekly basis or
  • 02:58 every couple of hours as you think about them.
  • 03:01 It's a great place to store any uncompleted tasks and
  • 03:04 help you to plan all your projects for your activity.
  • 03:07 In the next feature, we're going to discuss more about projects,
  • 03:10 how to start creating your first projects and how start coordinating them.
  • 03:13 Thank you very much, guys and I'll see you guys in the next feature, cheers.

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