The way to make a to-do checklist in WordPress

Do you want to create a to-do list on your WordPress site?

Getting things done can often boil down to having an old-fashioned to-do list. If you can view your to-do list in WordPress, you can be more productive.

In this article, we are going to show you how to easily create a to-do list in WordPress.

Why create a to-do list in WordPress?

To-do lists are the ultimate productivity tool. You can use a simple notebook to manage your daily to-do lists.

However, if you’re trying to stay productive at work, consider more advanced and more efficient to-do list apps. This way you always stay up to date and can make sure that nothing slips through the cracks.

For WordPress website owners, to-do lists can be used to manage an editorial calendar, website design tasks, manage website conversions, and almost any other task you might want to keep track of.

We’ll show you how to create one in WordPress using a plugin and then a more flexible solution using one of our favorite productivity tools that we use in our company.

Ready, let’s begin.

Method 1. How to make a to do list in WordPress

For this method, we use a WordPress plugin to create and manage your task list directly in the WordPress administration area.

Basically, you can create Trello-style task lists in WordPress Admin.

First you need to install and activate the Kanban Boards for WordPress plugin. For more information, see our guide on installing a WordPress plugin.

After installation, go to Kanban »boards Click the “Add Another Board” button on your WordPress dashboard to create your new board. You will see that there is a ‘Kanban board’ by default.

Create your Kanban board

You need. Click the “Save Your Boards” button before continuing.

Next, you want to visit Kanban »Settings Page. You immediately land on the General tab. Click on the name of the board and select the board you just created.

General Settings tab

You need to make sure that you select Yes to the Show All Columns option so that in a next step you can see the entire map on one screen. Don’t forget to save your settings.

Then click the Status tab to configure the columns on your card. This is where you create your to-do list.

Create a new status

Since this is a brand new board, we’re going to create three states that indicate how far along you are in working on a task.

We call these three statuses: “To Do”, “In Process” and “Done”.

To do this, click the “Add more statuses” button and name it “Task”.

Task on your to-do list

Repeat this process two more times to create all three states.

All status are complete

After you have created all statuses, click the “Save Settings” button.

Once that’s done it’s time to head over to your board and create your to-do list. Just click the “Go to Your Board” button at the top of the screen.

Get on board

Now you see your board and it’s time to create some assignments.

Your Kanban board

If you move the mouse over one of the status columns, the blue button is displayed. Click the plus sign to create your first assignment.

You have to fill in two fields:

  • Add a project
  • Add a title

If you click in these fields, you can fill them out. In our example, we’ll create a project called “Quick Meals” and then add blog post titles.

Label your status

Within these statuses you can define a time frame for their completion. You can then also choose which users should be assigned the task.

Once you’ve created your task, you can move it to the “In Progress” and “Done” columns to mark it as edited or completed.

How to move status

To exit your board and return to your WordPress dashboard, click the “Settings” button at the bottom of the screen, then click “Admin”.

Admin dashboard

Kanban for WordPress is a great way to manage task lists in your WordPress administration area.

However, if you need more functionality or don’t want to give team members access to the WordPress admin area, this next method is for you.

Method 2. Create your to-do list with Asana

At WPBeginner and Awesome Motive, we use Asana to manage all of our tasks. It’s the best project management tool to keep track of your work and record your progress.

It is more flexible and offers a lot more functions. You can share access to your Asana project with your team without sharing access to your WordPress admin area.

Entry is free for small teams and individuals. Plus, it works on mobile devices and has apps for iOS and Android phones.

Let’s take a look at how to set up and use Asana to create a to-do list for your WordPress website.

Asana homepage

First, go to the Asana website, click the “Try Free” button and send your email address to create your account.

Now check your business email for a confirmation link. You need to click on this link and follow the instructions to complete the creation of your account.

Set up your Asana profile

Once you’re done, you’ll be taken straight to your dashboard, which looks like this:

Asana dashboard

Since this is our first time creating a To Do List, click the New Project button to begin.

New project

Now click on the ‘Empty Project’ button to start building your to-do list. Give your project a name. In this example we called our “My To-Do List”.

Add project details

Hit “Create a Project” and now it’s time to add some tasks to your list.

To create new tasks, you need to follow the instructions by clicking in the “Click here to add task” section. If you need to create more tasks, simply click the “+ Add Task” button at the top of your dashboard.

This is how yours might look after adding a few tasks.

Your tasks

When you’ve finished a task and want to mark it as done, just click the round circle with a check mark.

Mark the task as done

Add team members to your project

With Asana, it’s easy to invite anyone to join your team. Simply click the Share button at the top of a project to invite users to join your team.

Invite and add team members to your project

You can then add email addresses of users that you want to invite to your team. You can also remove them from your team at any time and control which projects they can work on.

Management of team members in Asana

After these team members have joined your project, you can assign them items from your to-do list to work on.

Asana is a powerful project management tool. Once you use it, you’ll be excited to learn new features like powerful search, team management, task management, and other built-in tools.

We hope this article has helped you learn how to make a to-do list in WordPress. You might also want to check out our must-have WordPress plugins for corporate websites and our picks of the best business phone services for remote teams.

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