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How does the To Do screen work?

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 ๐Ÿ˜‰

Updated over 10 months ago

The To Do Screen is your own personal hub in Streamtime when it comes to your work. It's where you can see what job items have been assigned to you, plan your week and log your time.

How Do I navigate the To Do Screen


Our To Do Screen is made of two panels the To Do/Done Panel and the My Items Panel.

To Do/Done Panel

Moving tasks from To Do to Done is the ultimate goal, right? This panel helps you achieve that seamlessly.

At the top, you'll find the User Selector to view other team members' To Do screens, the Date Picker to look ahead or review the past, and the Help and View Settings buttons.

Below these options is where the action happens. Everything above the Day Bar is a To Do, and everything below it is Done.

Daily Hours

This number shows the most hours you've set for any day on your time screen. It usually matches your regular working hours. If you've added extra time, it will show the highest number of hours for any day that week. This helps you see at a glance which days will be your busiest, so you can prepare accordingly. Want to know how to set your normal working hours? Check out this article.

Date Picker

Need to look back at past achievements or see what's coming up? The date picker lets you stay on top of upcoming and completed work.

Use the < or > to browse week by week or click the ๐Ÿ“… calendar icon to pick an exact date and view the To Do Screen for that week. To get back to the current week, click Show This Week in the calendar dialogue.

Help Button


If you're puzzled, this handy button is your lifeline. It guides you to straightforward tutorials for essential functions on this screen. The button also links you to relevant articles in our well-crafted knowledge base.

View Settings


Like most things in Streamtime, the way you view your To Do Screen is completely customisable. This button allows you to decide what information is contained in each to do and the order it appears in. This means your to do screen is set up perfectly for you.

Day Bar

Imagine this bar as your line in the sand: everything above it is a To Do, and everything below is done, completed, and accomplished. The bar shows the day of the week and the date, and you can tweak it to see more of your To Dos or look back on what you've achieved this week in the done section.

My Items Panel

This side panel neatly arranges your upcoming items in a logical fashion. Wondering how that order is decided? There's an informative article to explain it.

Hide The My Items Panel

If you ever need to hide the My Items Panel, just use the button between the help and view settings buttons on the To Do/Done Panel. This will give you a clear view of your To-Do Screen.

How Do I Plan My Week With The To Do Screen?


Time from a job's item can be turned into a To-Do, designated for a certain day. You've got three primary options on the To-Do Screen: the Drag-And-Drop method, the Add New Button, and the Plan My Week button. Additionally, you can create personal To-Do's that are unique to you and not tied to a job item. To-Do's can also be configured to repeat.

To-Do's can also originate from the Schedule, and you can add them to either your own or a team member's To-Do Screen. For a deeper dive into this, refer to this accompanying article.

Drag-And-Drop

Drag an item from the My Items Panel over to your To-Do Screen. No sweat. Then drag its top or bottom edge to decide how much time you'll commit. As you adjust, a tooltip keeps you in the loop, showing the hours you've set aside for this To-Do and the total time dedicated to the item.

Log To-Do/Add New Button

As previously mentioned, this button shows up on upcoming days. When you give it a click, a friendly dialog box appears, allowing you to pick the project and task you'd like to assign the to-do to. Then, simply specify how many hours you'd want to allocate and click the "Create To-Do" button.


You can also add a To-Do for a Job without assigning it to a specific item. This will be recorded as extra hours tracked. For more details, check out this article.

Can I Plan My Whole Week With One Click?

This savvy button takes the guesswork out of planning. It automatically allocates all your upcoming To Do's for the week into their respective days, effectively laying out your week for you. Intrigued about how it works its magic? Dive into this article for more insight.

What If I Have Things To Do That Aren't Related To A Job Item?

Not everything you do will be tied to a specific job. Things like your weekly stand-ups, training, personal admin tasks, team admin duties, expense reports, or even that doctor's appointment can be added to your To-Do screen as Personal To-Dos. The best part is that they are factored into Streamtime's availability calculations

Creating a Personal To Do is as simple as using the Add New Button, with one difference โ€“ just be sure to check the personal checkbox.

Can I make a To Do Repeat?

Sometimes, there are tasks that you need to do repeatedly for a Job, such as checking metrics or having a weekly client catch-up. That's where repeating To-Do's come in handy. Just use the Add New Button to create a new To-Do, then click the Repeat Button and specify how often and for how long you want this To-Do to repeat. You can even add your team.

How Do I Log Time With The To Do Screen?


With your To-Do's all lined up, it's time for the nitty-gritty: logging time so we can bill correctly and keep all our jobs moving. Just like setting up To-Do's, you've got options for logging time. Use drag and drop, hit the Complete All button, or go for the timer method if you're into precision.

Drag and Drop

Just like you pulled items into your To-Do Section, you can drag a To-Do into the Done Section to mark it as complete. Once it's there, the time associated gets logged, making it a seamless move from to-do to done.

Complete All Button

If you've been caught up and haven't ticked off your To-Do's one by one, no worries. Use the Complete All Button to mark all of your day's To-Do's as done in one go.

Can I use a Timer to Log My Time?

Sometime you just want to be more precise on how you track your time. Thats why we have a built in timer to record the actual time spent on a To-Do.

To start your timer, right click on the To-Do you're aiming to log time for. and click Start Working.โฑ๏ธ' The timer's now on, and you're good to go.


When you return to your To-Do Screen, you'll see that the To-Do with an active timer now sports a clock icon, along with the elapsed time ticking away. It's an at-a-glance way to know what's actively being tracked.


Once you hit the time you've set aside for that To-Do, Streamtime will ping you with a notification. You've got options: either add more time to that To-Do or log the time you've spent. You can also choose to clear the timer without logging anything.


To stop the timer, right-click the To-Do and select 'Stop Working.' A dialogue will surface, presenting you with choices. Decide how much time you want to log and how much you'd like to keep as a pending To-Do. Alternatively, you can opt to clear the timer without logging any time.


If the timer runs through the night because you forgot to stop it, don't sweat it. We'll halt it for you and shoot you an email to remind you to update that time log.

Can I place an Item on hold?


Looking for your snoozed To-Do's? This is where they hang out. When you're ready to unsnoozeโ€”or "wake up"โ€”a To-Do, you've got options. Simply drag it back to your To-Do Screen or click the ... symbol and choose 'wake up'. The choice is yours.

How can I access someone else's To Do Screen?


By using the Team member selector. This handy switch lets you access another team member's To Do screen, a valuable asset for team leaders aiming to monitor their team's workload.

  1. Click on the Team Member Selector: This is usually located at the top of your To Do screen.

  2. Select the team member: Choose the team member you want to view from the drop-down menu. You can also type their name to search for the right person.

  3. View the selected team member's To Do screen: You'll now see their To Do list.

  4. Identify the view: A discreet black bar will appear, indicating whose screen you're currently observing.

  5. Return to your own To Do screen: Click the link in the black bar to get back to your own To Do screen.

Using this feature helps you keep track of your team's tasks efficiently and ensures everyone stays on the same page.

The Vision Behind Streamtime's To Do Screen


Streamtime discovered that most people despise traditional timesheets and timers, so they set out on a mission to craft a more enjoyable and efficient user experience. By merging the old-school timesheet with an intelligent To Do list, you can now effortlessly stay on course and feel a sense of accomplishment as you tick off tasks throughout the day.

The why behind this new way of thinking


If you'd like to know more about why we ditched traditional timesheets for a To Do screen, check-out the following blog series:

If you would still like to know how to track your tasks with our timer - click here.

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