ToDo
Manage lightweight hierarchical task lists from the dashboard with subtasks, due dates, color cues, and AI-assisted planning
Specs
Version
1.0.0 (updated on 2026-06-14)
Developer
Labii Inc.
Type
Dashboard
Support Configuration
No
Overview
The ToDo dashboard widget brings the same lightweight checklist experience as the section ToDo widget into dashboard views. Users can manage parent tasks and subtasks, assign due dates, apply background colors or custom text colors, mark tasks complete, and reorganize the hierarchy with drag-and-drop interactions. The widget also supports AI Assistant workflows through ToDoGPT for task generation, migration, and list optimization. This makes it useful for personal dashboards, team coordination dashboards, and project-management dashboards where action items need to stay visible across daily work.
Use Cases
Daily dashboard review: Keep the day's checklist visible on a personal dashboard for quick completion and reprioritization.
Project oversight: Display a shared hierarchical ToDo list on a project dashboard so teams can track current work at a glance.
Lab operations planning: Maintain dashboard-based checklists for recurring preparation, review, or follow-up work.
Visual prioritization: Use due dates and custom task colors to highlight urgent items directly from the dashboard.
AI-assisted planning: Ask ToDoGPT to create or refine dashboard-visible task lists without manually rewriting the checklist.
Task migration: Convert tasks copied from another tool or meeting notes into a structured dashboard checklist.
Configuration
The dashboard ToDo widget does not require a separate configuration panel. After adding it to a dashboard, task management happens directly inside the widget.
Initial Setup
Navigate to the dashboard where you want to add the widget.
Click Add Widget and select ToDo from the dashboard widget catalog.
Save the widget to place it on the dashboard.
Click Add ToDo to create the first top-level task, then continue adding tasks or subtasks as needed.
Required Settings
None: The widget works without any separate configuration fields.
Optional Settings
Due date: Add due dates to support time-based tracking and overdue highlighting.
Background color: Apply row-level highlighting to emphasize priority, status, or grouping.
Text color: Use custom text color when a lighter visual distinction is preferable.
If you already know the full task workflow, behavior, and AI options from the record-level version, the same task model applies here. See the section ToDo widget for the shared task-editing details.
Readonly View
The dashboard widget displays the same interactive hierarchical checklist as the section widget, but in a dashboard context for persistent visibility across your workspace.
Display Features
Task hierarchy: Parent tasks and subtasks appear in a nested list that preserves structure and order.
Completion checkboxes: Mark tasks complete directly from the dashboard with one click.
Due date display: Due dates are shown inline, and overdue items appear in red for quick attention.
Color formatting: Background and text colors make it easier to distinguish urgency, category, or workflow state.
Quick actions: Use task-level actions to add subtasks, edit existing items, or delete tasks.
Drag handle: Reorder tasks or move a task and its children under another task from the dashboard.
AI Assistant access: Launch ToDoGPT from the widget to create new tasks, migrate imported tasks, or optimize the current list.
When a task is completed, the title is displayed with a strikethrough so finished work remains visible without being confused with open work.
Dashboard-Specific Considerations
Persistent visibility: Place the widget on a dashboard to keep important action items visible without opening a record.
Shared coordination: Use dashboard placement when a team needs a common operational checklist in a central workspace view.
Same task behavior: Task creation, editing, hierarchy changes, and AI-assisted workflows match the section ToDo widget.
Permission-aware access: Users can only interact with dashboard content they are allowed to access in Labii.
Additional Functions
Adding Tasks and Subtasks
Users can build simple or multi-level checklists directly from the dashboard.
Click Add ToDo to create a top-level task.
Use the add action on an existing task to create a subtask.
Save the new task. Subtasks appear nested immediately beneath their parent.
Completing Tasks
Click the checkbox beside a task to mark it complete. Click it again to reopen the task if more work is needed.
Drag-and-Drop Hierarchy Changes
Move tasks within the dashboard list using the drag handle. Dropping a task onto another task makes the moved task, along with its children, a subtask branch of the target task.
When you move a parent task, all child tasks move with it. Review the hierarchy after large reorganizations to confirm the structure still matches the intended workflow.
Editing and Deleting Tasks
Edit: Update task name, due date, background color, or text color.
Delete: Remove tasks that are no longer relevant.
Cleanup: Remove obsolete completed tasks to keep dashboard checklists focused.
AI Assistant
The ToDo dashboard widget supports AI Assistant actions through ToDoGPT.
Open the dashboard widget and launch the AI Assistant option.
Describe what you need:
Create a new task list from a goal or workflow
Migrate tasks from another source or pasted notes
Optimize an existing ToDo list for clarity, order, and grouping
Review the AI-generated or AI-updated tasks, then save or refine them as needed.
Task generation: Draft a complete checklist from a simple planning prompt.
Task migration: Convert unstructured notes or external task lists into parent tasks and subtasks.
Task optimization: Improve wording, collapse duplicates, regroup related work, and suggest a cleaner execution order.
For detailed examples of shared ToDoGPT behavior, see the AI Assistant section in the section widget documentation.
Best Practices
Dashboard Usage
Place ToDo on dashboards used for daily review, team coordination, or project oversight.
Keep dashboard checklists lightweight so the widget remains easy to scan in a multi-widget layout.
Use dashboard ToDo for always-visible operational work, and use the section ToDo widget when the checklist belongs inside a specific record.
Task Organization
Use top-level tasks for major workflow stages and subtasks for the detailed actions needed to complete each stage.
Keep titles short and action-oriented so teams can understand the list quickly from the dashboard.
Use colors consistently across the team so urgency or category cues remain meaningful.
AI and Review
Use ToDoGPT for first drafts, migrations, and cleanup, but verify AI-generated tasks before execution.
Review due dates, hierarchy, and terminology after AI migration from external notes or tools.
Apply extra review for regulated, safety-sensitive, or instrument-related workflows.
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