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How does the To Do screen work?

The To Do screen is where you plan your week and add time to jobs. We say we've killed timesheets... But only the traditional sort 😉

🕰️ Est. Time: 10 minutes
🎯 Goal: Understand how the To Do page is laid out, and how to plan, track and log your time on it
🔑 Requirements: None to use your own To Do page. Viewing or editing a team member's To Do page needs extra permissions.

The To Do page is your personal workspace in Streamtime. It's a timesheet and a to-do list in one. You plan your week by putting To Dos on days, and when the work is finished, you drop them into Done. That logs the time, so your timesheet fills itself in as you work.

This article refers to a release coming mid-late October 2026.

🆕 What's changing?

The To Do page has been redesigned 🎉 Here are the top improvements:

  • The sidebar can do much more. It now has search, filters, sorting, pinned items, a timer on each card, and an Other Items section for picking up items you're not assigned to yet.

  • There's a new Move menu. Right-click a To Do to move it to the Next Working Day, forward by a number of weeks, or to a date you pick.

  • Timers can be paused. You can pause a timer, start another, and come back to it later with Keep Working.

  • Starting the timer from more places. Use the stopwatch button in the To Do modal, Start Working in the right-click menu, or Start Timer on a sidebar card.

  • Create & Log is now its own button: quicker to action.

  • Milestones for jobs you're assigned to now appear on the day bar.

  • Short To Dos are grouped. Three or more To Dos of 15 minutes or less in a row are grouped into one block, freeing up your space both literally and figuratively.

Watch Poli and Julia run through the new To Do page in detail in our webinar here.

Want the previous version back for now? Untick New To Do Page in the Features area of your user profile.

🗺️ Finding your way around the To Do page


The board

The board shows one column per day for the week. Each column is split in two:

  • To Do (top): work planned for that day that isn't done yet

  • Done (bottom): work you've logged for that day

The days of the week sit along the day bar, between the two zones. Each day shows its total hours, and today is labelled Today. Drag the day bar up or down to see more of your To Dos or more of what you've finished. The board shows your working days, today, and any other day that has To Dos on it. The height of each To Do matches its duration, so you can spot busy days at a glance.

Capacity line: A dashed line in each zone marks your maximum contracted daily hours. A day that reaches the line is full, and a day that goes past it is over capacity. Learn how to set your working hours.

✅ Logging time


Logging a To Do marks the work as done and records the time against the item. Simply drag your To Do from above to below the line and voila! Time's logged.

Other ways to log are:

  • Right-click a To Do (or a selection) and choose Log.

  • Complete a whole day: When a day still has open To Dos, click the arrow button in its Done zone to log them all at once.

  • Create & Log a new To Do in the To Do window.

  • Stop the timer and log the time (see below).

Logged a To Do by mistake? Drag it back up into To Do, or right-click it and choose Unlog.
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➕ Adding To Dos


There are several ways to put a To Do on your board:

  • Add New: Click Add New at the top of any day. On past days, it reads Log To Do.

  • Drag from the sidebar: Drag an item card onto a day to create a 1-hour To Do. Drop it in Done to create it already logged.

  • From a sidebar card: Click Add a To Do on a card to create a To Do for today with that item already selected.

  • Keyboard: Press N to add a To Do for today, or T to open the To Do window from anywhere in Streamtime.

  • Plan for Me: Let Streamtime plan your week for you (see below).

  • From the Schedule: To Dos added to you on the Schedule appear on your board too. Learn more about the Schedule.

Creating a new To Do

Field

What it's for

Date

The day the To Do is on. Click Today to jump back to today

Team member

Who the To Do is for. You can only change this if you can edit your team's time

What are you working on?

Search for a job or item by name, job number or client. Recently logged items appear first, but you can toggle these off if they don't suit your workflow.

Duration

Type a time (e.g. 1h) or choose 15m, 30m, 1h, 2h or 4h. Rest of Day appears when you have time left that day. Defaults to 1 hour

Notes

What you're working on

Once you pick an item, the window shows its progress, including Planned time, time Left to Spend, the deadline and any checklist. That way, you can see how the To Do affects the item before you save it. If you add a To Do for an item you're not assigned to, Streamtime lets you know that creating it will assign you to the item.

Log to the job only: If the work doesn't belong to a specific item, choose Log to the Job Only. You can also choose Create a New Item or Create a New Job from the same list.

When you're ready, choose one of:

  • Create: Adds the To Do to your board.

  • Create & Log: Adds the To Do already logged in Done. Handy for work you've already finished.

  • Stopwatch: Creates the To Do and starts the timer straight away.

Pro Tip: Keyboard shortcuts are your friend! Press Cmd/Ctrl + Enter to Create, or Cmd/Ctrl + Shift + Enter to Create & Log.

Special To Dos


❤️ Personal To Dos

Personal To Dos are for time that isn't job work, like stand-ups, training, admin or appointments. They still count towards your availability, so your Schedule stays accurate.

  1. In the To Do window, tick Personal in the top left.

  2. Describe it in What's the To Do?

  3. Tick Hide Description from Others if you'd rather keep the details private. Team members will see Personal To Do instead.

Switching to Personal clears any job or item you've already chosen, so tick it first.

🔁 Repeating To Dos

Repeating To Dos are for regular work, like weekly client catch-ups or monthly reporting.

  1. In the To Do window, turn on Repeat.

  2. Give it a Title (e.g. Weekly Meeting).

  3. Set how often it Repeats, and when it ends.

  4. Add the team members it's for with Add team member.

Repeating To Dos can't be created as logged, because they're set up ahead of time. They are also created progressively, relevant to know when you're setting things up with no end date.


✨ Plan for Me

Plan for Me takes the items assigned to you and creates To Dos across the rest of your week, based on their deadlines and how much time is left on each one. It's the fastest way to turn your list of items into a plan.

  1. Go to the current week on your own To Do page.

  2. Click Plan for Me in the header.

  3. Check the To Dos it adds. If you don't like the plan, click Undo within 30 seconds to remove them.

Plan for Me only plans from today onward, and it's not available on the last day of the week. If none of your items are due soon, or you've already used your assigned time on them, it lets you know there's Nothing to Plan. You can still add To Dos for those items yourself.


⚙️ The Details


Choosing what you see on each To Do

Click the ⚙️ View Settings button in the header to choose which details appear on each To Do and in each sidebar card:

  • Notes

  • Item Name

  • Job Name

  • Phase Name

Drag the options into the order you want them to appear. At least one has to stay ticked. The Milestones option shows a flag on the day bar for any day with a job milestone due. Hover over it and click View Milestones to see which jobs they're for.

Each To Do shows the details you've chosen in View Settings, with its duration in the corner. Small icons mark To Dos that came from Google Calendar and To Dos that are part of a Repeating To Do. You can click the job name to open the job.

Hover over a To Do to see how the item is tracking:

Row

What it means

To Do / Used

The time on this To Do

Timed

Time recorded by the timer

Done

Time already logged on the item

All Tasks

Total time on the item, across all To Dos

Remaining / Over

Time left on the item, or how far over it is

Due Date

The item's deadline. Red when it's overdue

Clustered To Dos: Three or more To Dos of 15 minutes or less in a row are grouped into one block showing the number of To Dos and their total. This stops quick tasks from becoming too small to read. Hover over or click the block to open it, and work with each To Do as normal.

✏️ Editing a To Do

Click a To Do to open the Edit To Do window. From there, you can change any detail, Log or Unlog it, Delete it, or click Open Job. To change a To Do's duration without opening it, drag its bottom edge. It snaps to 15-minute steps.

Moving and copying To Dos

  • Drag a To Do to another day, or up and down to change its order.

  • Hold Alt while dragging to copy it instead.

  • Right-click and choose Move to send it forward:

    • Next Working Day

    • Move by Amount... to move it forward a number of weeks

    • Pick a Date... to choose a day

Move only goes forward and only works on To Dos that aren't logged. Logged work stays on the day it was done. To move something earlier, drag it.

Changing an item's dates on the job, Timeline or Schedule doesn't move the To Dos already planned for it. This is on purpose, so your plan doesn't change without you knowing. Move the To Dos yourself on the To Do page or the Schedule.

Selecting several To Dos at once

  • Cmd/Ctrl-click to add To Dos to your selection.

  • Shift-click to select a run of To Dos on the same day.

  • Press Esc or click an empty part of the board to clear your selection.

Drag, right-click, or press Delete to act on everything you've selected.

The right-click menu

Right-clicking, or Cmd-click on a Mac, will open up a menu to allow you to do all sorts of wonderful things with your To Do.

Option

What it does

Duplicate

Adds a copy to the top of the same day

Reassign

Gives the To Do to another team member

Move

Moves it forward (see above)

Log / Unlog

Marks it as done, or back to to do

Start Working / Continue Working

Starts the timer

Keep Working

Resumes a paused timer

Stop

Stops a running timer

Go to Job

Opens the job

Delete

Deletes the To Do, after you click Confirm

Reassigning a private To Do to someone else makes it visible to them, because they need to see what they're working on.

Repeating To Dos on the board

Moving a Repeating To Do to another day or deleting it shows a Hold up! message. Changes like these only apply to that one To Do, and it's taken out of the repeating set. Future changes to the Repeating To Do won't update it. Click Continue to go ahead, or Edit to change the whole set instead.

To Dos you can't change

Some To Dos open as View To Do, read only:

  • Time that's already been billed

  • To Dos on archived jobs

  • To Dos you don't have permission to edit, such as someone else's private To Do


⏱️ Using the timer

The timer records how long you actually spend on a To Do, so you can log real time rather than guessing.

Starting the timer

  • Right-click a To Do and choose Start Working.

  • Click the stopwatch in the To Do window.

  • Click Start Timer on a sidebar card. This uses today's To Do for that item, or creates a 1-hour one.

Starting the timer moves the To Do to today. If you start it on a logged To Do (Continue Working), Streamtime creates a new 1-hour To Do for today and times that instead.

A To Do with a running timer shows a clock icon and the time so far. It turns red once you've gone over the planned time.

You can only time your own To Dos.

One running timer, any number paused

You can have one timer running at a time. If you start a new one while another is running, Streamtime asks whether to Log Time on the first one or Pause Timer so you can come back to it.

Paused timers appear at the top of the sidebar under Paused Timers. To pick one up again, click Keep Working on the card, or right-click the To Do and choose Keep Working. If the To Do is on an earlier day, choose to Log and Restart (log its time on that day and start a new To Do today) or Move to Today (bring it to today and carry on).

When you hit your planned time

When the timer reaches the To Do's duration, a Ding! message appears. Choose:

  • I Need More Time to increase the duration

  • Stop and Log to log the time

  • Clear Timer and Log Nothing to stop without logging

Stopping the timer

Right-click the To Do and choose Stop, or click Stop Timer on the sidebar card. In the Stop Timer window, either:

  • Log the time you've spent (you can adjust it), and choose whether to Leave in To Do any planned time that's left, or

  • Clear Time and Log Nothing

If the timer ran for less than a minute, it's cleared without asking.

If a timer runs for more than 12 hours, or a paused timer is left from before yesterday, Streamtime stops it and sends you an email so you can check the time.


📋 The My Items sidebar

The My Items sidebar lists the items you're assigned to, so you can see everything on your plate and drag it onto your week. Show or hide it with the sidebar toggle in the header, or with the [ and ] keys.

Sections

Section

What's in it

Paused Timers

Items with a paused timer

Pinned

Items you've pinned to the top

My Items

Everything else you're assigned to

Other Items

Items you're not assigned to, grouped by job. Hidden by default

What a card shows

Each card shows the item and job, any details you've chosen in View Settings, and the job lead and item team. Along the bottom:

  • Your status on the item (In Play, Paused or Completed). Click it to change it.

  • Dates: when the item starts or is due. Overdue dates are red.

  • Time left on the item, or how far over it is. This only appears when the item has planned time. If the time is shared with other team members, hover over it to see how many.

From a card, you can Add a To Do, Pin Item, Start Timer, or drag it onto a day.

Search, filters and sorting

  • Search: Type in Search Items, or press / to jump straight to it.

  • Filters: By default, the sidebar shows My Active Items (items where your status is In Play). Click the filter to add filters for My Status, Job Name, Due Date, company, job number, billable and start date. Click Reset to go back to the default, or press X then F to clear filters.

  • Sort: Choose how cards are ordered:

Sort

Order

Priority (default)

Overdue items first, then items you've worked on recently, items in progress, items with no due date, and items not started yet

Least Time Left / Most Time Left

By time remaining on the item

Nearest Deadline / Latest Deadline

By due date

Job Name / Job Number / Company

Alphabetical or numerical

Pinned items always stay at the top, whatever the sort. Your filters, sort and pinned items are saved for your own To Do page.

Picking up other items

To take on an item you're not assigned to yet, open the filter and turn off Hide Other Items. The Other Items section appears at the bottom of the sidebar. Expand a job in Other Items and drag an item onto a day. That creates the To Do and assigns you to the item.

Completed items and items on archived jobs don't appear here, because there's no work left to pick up.

Completing an item

When you're finished with an item, change your status on its card to Completed. If you still have To Dos on it that aren't logged, the card asks what to do with them: Delete them, Log them, or Move to another item.

Changing an item back from Completed asks you to confirm, since it can change your reports.


👀 Viewing a team member's To Do page

If you have permission, you can view a team member's To Do page to see what they're working on, or plan work for them.

  1. Click your name in the header of the To Do page.

  2. Choose a team member from Select User, or type their name.

  3. The header changes to Viewing {name}'s To Do.

  4. To go back to your own page, click the button next to their name (Switch Back to Your To Do).

You can view a team member's page with one permission, but you'll need permission to edit your team's time to change it.

Some things only appear on your own page: Plan for Me, the Google Calendar inbox, the weekly check-in and timers. On a team member's page, the sidebar starts with the default filters and sorting, and any changes you make there aren't saved.


💬 The weekly check-in

At the start or end of your working week, a check-in To Do appears on your board asking What was this week like at work? Click it to answer, or drag it onto a mood to answer faster. If you missed last week's, the back arrow is highlighted so you can catch up.


⌨️ Keyboard shortcuts

Key

What it does

G then T

Go to the To Do page

← / →

Previous / next week

N

New To Do for today

T

Open the To Do window from anywhere

Delete / Backspace

Delete the selected To Dos (after confirming)

Esc

Clear your selection

[ / ]

Open / close the sidebar

/

Search the sidebar

X then F

Clear sidebar filters

Cmd/Ctrl + Enter

Create or Save in the To Do window

Cmd/Ctrl + Shift + Enter

Create & Log, or Log, in the To Do window

Alt while dragging

Copy instead of move


💡 Why the To Do page works this way

Nobody enjoys filling in a timesheet at the end of the week, trying to remember where the time went. The To Do page flips that around: you plan your work first, and logging it is a drag into Done. Your timesheet builds itself as you go, and your Schedule, job budgets and reports stay accurate without the Friday-afternoon scramble.


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