Exploring the ToDo Module in Trident for Mac

The ToDo module in Trident allows you to effortlessly manage your to-do list, easily track your tasks, and view them however you desire.

Viewing Tasks

Tasks are categorized into four standard views, allowing you to access your to-do list based on timelines, tasks you've created, tasks that have been assigned to you, and all of your personal tasks.

Agenda View: Tasks that are ordered with respect to their due date.

Delayed Tasks	Lists all of the tasks that weren’t completed on the given due date.
Today's Tasks	Lists all of the tasks that are due on that particular day.
This Week's Tasks	Lists all of the tasks that are due that particular week.
This Month's Tasks	Lists all of the tasks that are due that particular month.
Upcoming Tasks	Lists all of the tasks that are due from the upcoming month up to the upcoming year.
No Due Date	Lists all of the tasks that were created without a due date.

Created by Me: Tasks that are created by you and assigned to others.
Assigned to Me: Tasks that are created by others and assigned to you.
Shared With Me: Tasks that are created by others and assigned to you or shared with you as an invitee.
Personal Tasks: Tasks that are created by you. These tasks are private; no one can access them unless you assign or invite a team member to collaborate.
Group Tasks: Tasks that are created directly under the corresponding Streams group. Everyone who is a part of the Streams group will be able to view these tasks.

Customizing the Tasks View

There are two ways to customize viewing your tasks: List and Board Views.

List View	Board View

You can group tasks in the List or Board Views by their category, status, priority, due dates, tags, and assignees.

Depending on the amount of information you'd like to see in the List View, you can further customize the list by switching between Comfort or Compact Views.

Comfort View	Compact View

When you open a task in the detail view, you can use task fields to provide more context and information.

Understanding Task Fields

While creating a new task or editing an existing one you'll find a range of task fields that allow you to provide detailed information about your task entries.

Title: Provide a title for the task.

Description: Include additional details or a description for the task.

Task Type: Specify the task as personal or group task.

Status: Update the current progress or state of the task.

Start and End Dates: Specify the task's timeline for commencement and completion.

Priority: Set the task's level of urgency.

Tags: Add tags for easy categorization and retrieval.

Subtasks: Break down complex tasks into manageable steps.

Learn how to create new tasks.

Searching for Tasks

The search feature in the ToDo module has 28 distinct parameters. You can search for tasks based on their status, due date, recurrence pattern, attachments, assignee, originating group, priority, and various other criteria.

Learn more about Tasks search.