> For the complete documentation index, see [llms.txt](https://docs.labii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.labii.com/widgets/dashboard-widgets/productivity/project-management/todo.md).

# ToDo

## Specs

| Label                     | Value                         |
| ------------------------- | ----------------------------- |
| **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](/widgets/section-widgets/productivity/project-management/todo.md) 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

{% stepper %}
{% step %}
Navigate to the dashboard where you want to add the widget.
{% endstep %}

{% step %}
Click **Add Widget** and select **ToDo** from the dashboard widget catalog.
{% endstep %}

{% step %}
Save the widget to place it on the dashboard.
{% endstep %}

{% step %}
Click **Add ToDo** to create the first top-level task, then continue adding tasks or subtasks as needed.
{% endstep %}
{% endstepper %}

### 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.

{% hint style="info" %}
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](/widgets/section-widgets/productivity/project-management/todo.md) for the shared task-editing details.
{% endhint %}

## 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.

<figure><img src="/files/9dafyVuesN8PWZAJ0ITF" alt="Dashboard ToDo widget showing nested tasks, due dates, and action controls"><figcaption><p>The dashboard ToDo widget keeps an interactive checklist visible on dashboards for fast review and updates</p></figcaption></figure>

### 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](/widgets/section-widgets/productivity/project-management/todo.md).
* **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.

{% stepper %}
{% step %}
Click **Add ToDo** to create a top-level task.
{% endstep %}

{% step %}
Use the add action on an existing task to create a subtask.
{% endstep %}

{% step %}
Save the new task. Subtasks appear nested immediately beneath their parent.
{% endstep %}
{% endstepper %}

### 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.

{% hint style="warning" %}
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.
{% endhint %}

### 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**.

{% stepper %}
{% step %}
Open the dashboard widget and launch the **AI Assistant** option.
{% endstep %}

{% step %}
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
  {% endstep %}

{% step %}
Review the AI-generated or AI-updated tasks, then save or refine them as needed.
{% endstep %}
{% endstepper %}

* **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.

{% hint style="info" %}
For detailed examples of shared ToDoGPT behavior, see the [AI Assistant section](/widgets/section-widgets/productivity/project-management/todo.md#ai-assistant) in the section widget documentation.
{% endhint %}

## 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.