Pro: How To Be Organize With Filters

Task Management will automatically generate To-Do lists from your notes, with no extra work on your part.
The To-Do list Management tab, will let you able to browse all your activities by type of task.
To help you see the important priorities, the To-Do manager only shows by default:

  • Type of task where you have uncompleted items
  • Only the uncompleted items

If you wish to have a view on all types of tasks, simply click the All tasks button in the top left toolbar.
If you mark a task as completed, it will disappear from the list but you can still check on completed items by clicking on the checkmark button in the top right toolbar of the app.
For actions that do not show the completed icon shortcut in the cell, access the item property and set it to completed to make it disappear.

Sort your


The toolbar in the upper right corner of Beesy will remain the same every time you are looking at your To-Do list, be it in the To-Do tab.
From this toolbar, you can access several features, from right to left:

  • Export your actions by email in a professional layout or in a CSV file
  • Search your actions by title
  • Sort your actions by people, by project or by topic
  • Show the completed items in the current list

From this toolbar, you can access several features, from right to left:
From your Action Tab, People Tab, and the Project Tab, allows you to sort them out by:

  • Priority
  • Person
  • Action
  • Note
  • Topic
How To Be Organize Filters

Organize Your Task Types

Configuring Your Type of Task to Suit Your Needs

You can also edit a task type by clicking on its left side icon.
You will access detailed information about this type and you will be able to configure the default parameters for a task type.
You can, for instance, define the default title when you add a new task from this type.
You can also decide on the default behavior for:

  • Importance
  • Urgency
  • Privacy
  • In To-Do

This way you can adapt to your needs, and not the other way around.
Once you have done this step, every time you click on an action in the action toolbar, it will be configured the way you decided.

How To Be Organize Filters

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