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2Do is a well-designed and powerful task management software, renowned for its high flexibility, user-friendly interface, and comprehensive toolset. It does not force users to follow a specific methodology, but rather provides a suite of tools that allow users to manage tasks, lists, and projects in the way that suits them best, focusing on the most important aspects of their lives and work.
The main interface of 2Do is clear and logical, divided into several regions:
Cmd + Option + I). When a task is selected, this area displays and allows editing of all detailed information for the selected task, including:
When you first start using 2Do, it is recommended to familiarize yourself with the layout of the sidebar. It acts like your task navigator, and all operations begin from here. You can drag and reorder the list order to always keep the frequently used lists at the top.
The Inspector panel is the core editing area of 2Do. Many users overlook it, but once you become proficient, you will find it more efficient than double-clicking a task. You can quickly access it by pressing Cmd + Option + I.
The search box on the toolbar supports real-time filtering. After entering keywords, the main task area will display matching results instantly, without the need to manually click the search button.
The following will guide you through the complete lifecycle of a task from creation to completion and archiving.
Operation: Click the “+” icon at the bottom of the sidebar, choose “New List” or “New Intelligent List.”
Position: In the left sidebar of the application window.
Shortcut: There is no global shortcut for creating a new list, but you can create a new list by pressing Cmd + N when the sidebar is focused.
It is recommended to create a few basic lists first, such as “Work,” “Personal,” and “Study.” Then, use intelligent lists to automatically aggregate tasks, for example, creating a “Today to Do” intelligent list that automatically displays all tasks due today.
Method One: Adding Directly to the Main List Area
Return to create.Method Two: Using the Quick Add Entry
Control + Space (default, can be changed in settings).Cmd + Return to save and close.Method Three: Creating a Detailed Task
Cmd + N (when the main list area is focused).The third method is the most recommended. It does not interrupt your workflow and can be quickly used to capture inspiration. After setting up a global hotkey, you can quickly add tasks even when you are not in the 2Do interface.
Adding Subtasks/Creating a List: Select a task and press Cmd + Shift + N to add subtasks. Tasks with subtasks will automatically be considered as a “project” or “list.”
Scheduling Dates and Reminders:
Ctrl and clicking the task title.Assigning Tags and Lists: In the Inspector, click the “Tags” or “List” field to assign them. Tasks can also be dragged to different lists in the sidebar to move them.
Adding Notes and Attachments: In the Inspector’s “Notes” area, you can input text and drag files directly into this area as attachments.
The subtask feature is very practical, allowing you to break down a large project into multiple small steps. For example, “Prepare a report” can be broken down into “Collect data,” “Write a draft,” and “Revise and polish.”
The reminder feature supports location-based triggers, such as reminding you to print documents when you arrive at the office. This is particularly convenient for people who often go out.
Operation: For tasks with subtasks (projects), double-click the project or select it and press Cmd + Option + P.
Effect: The interface will switch to “Project View,” where the sidebar and main list area will only display the project and its subtasks, excluding all other distractions. You can apply filters and sortings in this view to focus on the project.
Project views are the利器 for deep work. When you need to focus on a complex task, entering this mode can shield out other tasks’ distractions, allowing you to fully immerse yourself.
Mark as completed: Click the checkbox before the task, or select the task and press Ctrl + Space.
View completed tasks: In the side bar’s “Smart List,” find and click “Completed.” All tasks marked as completed will be gathered here.
Clear completed tasks: In the “Completed” list, you can batch delete or permanently remove completed tasks.
It’s important to regularly clear completed tasks. It’s recommended to spend 5 minutes in the “Completed” list each week to check and delete unnecessary historical tasks, keeping the database tidy.
Set up synchronization: Go to “2Do > Preferences > Synchronization,” choose the synchronization service (such as Dropbox, Reminders (CalDAV)). Log in and authorize, and synchronization will happen automatically in the background.
Manual backup: Go to “File > Backup,” you can create an instant backup file (.2dobackup) of the current data.
Export data: Select a specific list or task, use the “File > Export” feature to export task data in plain text, CSV, or HTML format.
Synchronization is recommended to use Dropbox, as it is stable and fast. If you use the Apple ecosystem, Reminders (CalDAV) can also seamlessly integrate with iPhone and iPad.
Manual backup is a lifesaver. It’s recommended to back up once a week, especially before making major adjustments, such as reorganizing all lists or deleting tasks in bulk.
Cmd + F) for global searches.Ctrl + 1/2/3/4 to switch between the focus lists in the side bar (Inbox, Today, Planned, Starred).Tab to jump between different attributes of tasks (such as title, date, tag), and directly edit them.Space (space key) to enable quick preview, without opening the inspector, you can view the full notes and details.Tactic One: Smart Lists are the soul of 2Do. For example, you can create a “Waiting for Response” Smart List to filter all tasks tagged as “Waiting” and not completed, ensuring no important matters are missed.
Tactic Two: Keyboard navigation lets you operate without a mouse. Once proficient, you can manage tasks as efficiently as editing a text editor, significantly improving efficiency.
Tactic Three: Quick preview is particularly useful when dealing with a large number of tasks. Without opening each task’s details, you can quickly see the full notes and details by pressing the space key.
Tactic Four: Siri integration is a benefit for Apple users. In situations like driving or cooking, you can simply say to Siri “Remind me to meet at 3 PM,” and the task will automatically sync to 2Do.
Tactic Five: It’s recommended to create a “5-Minute Urgent” Smart List to filter all tasks with short expected duration and high priority. This allows you to quickly handle some trivial matters during fragmented time.
| Issue | Reason | Solution |
|---|---|---|
| Quick Add entry (Control+Space) doesn’t respond | Shortcut conflict or system occupied | Go to “System Preferences > Keyboard > Keyboard Shortcuts,” check and modify the conflicting shortcuts. Or change the “Quick Add Entry” hot key in 2Do’s “Preferences > General.” |
| Synchronization fails or conflicts | Network issues, account authorization failure, simultaneous modification of the same task on multiple devices | 1. Check the network connection. 2. Re-login to the synchronization account (Preferences > Synchronization). 3. Check the “Help > Show Synchronization Status” for error messages. 4. For conflicts, 2Do typically creates a conflict copy, which needs to be manually merged. |
| No notifications/reminders appear | Notification permissions not enabled, 2Do not running in the background (for reminders not in Notification Center) | 1. Check “System Preferences > Notifications” to ensure 2Do is allowed to send notifications. 2. Ensure 2Do is running in the background (Dock icon present), or use its built-in, non-application-dependent notification system (check the “Even if 2Do is not running” option in the task reminder settings). |
| Cannot find specific tasks | Task in encrypted list, incorrect search range | 1. If the task is in an encrypted list, unlock the list first. 2. Confirm that the current selection is “All Tasks” or the correct Smart List, not a limited ordinary list. |
| How to move a task from one list to another | The fastest way: Select the task in the main list area and drag it to the target list in the side bar. Or change the list via the “List” dropdown menu in the right inspector. | |
| Task repeat settings don’t work | Incorrectly set repeat rules or date conflicts | Check the repeat rules in the inspector to ensure the start and end dates are set correctly. For example, when setting “Weekly Repeat,” make sure the task has a clear start date. |
| How to recover a deleted task | The task has been permanently deleted | 2Do does not have a recycle bin. It’s recommended to create a backup once a week. If there is a backup, you can recover the data via “File > Restore.” |
| Tags don’t display color | Theme or display settings issue | Check 2Do’s Preferences > Appearance to ensure the “Display Tag Colors” option is checked. Different themes may support different tag colors. |
| Application cannot start or crashes | Software conflicts, database damage | 1. Restart the Mac. 2. Uninstall and reinstall 2Do. 3. If the problem persists, try restoring data from a backup (File > Restore). |
| How to change the default quick add entry hot key | Default hot key not comfortable | Go to 2Do > Preferences > General, customize the hot key combination for the “Quick Add Entry” in the dropdown menu, for example, to Option + Space. |
问题1: Many users have reported conflicts with keyboard shortcuts, especially with the system’s built-in Spotlight search. A suggestion is to change the quick addition entry for 2Do to Option + Space, which would avoid the conflicts.
Problem 2: Synchronization conflicts often occur when multiple devices are editing simultaneously. 2Do’s conflict copy mechanism protects data, but manual handling is required. A suggestion is to avoid editing the same task on different devices at the same time.
Problem 3: Notification not appearing is a common issue, especially after macOS updates. A suggestion is to first check the system notification settings, then the reminder settings within 2Do. Checking the “Notify me even if 2Do is not running” option can solve most issues.
Problem 4: Tasks are not found in search. First, confirm if the task is in the encrypted list. The encrypted list requires a password to unlock and be searchable. Additionally, ensure you are searching within the “All Tasks” view.
Problem 5: Drag-and-drop is the most intuitive way to move tasks. However, if you prefer keyboard operations, you can select the target list directly in the inspector. Both methods are efficient.
| Function Category | Action | Shortcut (Mac) |
|---|---|---|
| General Operations | Create a new task | Cmd + N |
| Quick Addition Entry | Ctrl + Space (default) |
|
| Search | Cmd + F |
|
| Preferences | Cmd + , |
|
| Exit 2Do | Cmd + Q |
|
| Task Operations | Edit the selected task | Return or Cmd + E |
| Mark as completed/Incomplete | Ctrl + Space |
|
| Add a subtask to the selected task | Cmd + Shift + N |
|
| Delete the task | Delete or Cmd + Delete |
|
| View and Navigation | Show/hide the inspector (detail panel) | Cmd + Option + I |
| Enter Project View | Cmd + Option + P |
|
| Quick Preview the task | Space |
|
| Switch to the “Inbox” | Ctrl + 1 |
|
| Switch to “Today” | Ctrl + 2 |
|
| Set a date quickly | Set to today | Ctrl + Cmd + T |
| Set to tomorrow | Ctrl + Cmd + M |
|
| Other | Add/Remove star on the task | Cmd + ' (single quote) |
The shortcut table is recommended to print and keep it handy. Initially, it may be hard to remember, but using it a few times a day for a week will make it familiar. Especially, Ctrl + 1/2/3/4 to switch focus list is very useful for jumping between the “Inbox”, “Today”, “Plan”, and starred tasks.
The quick date setting shortcuts Ctrl + Cmd + T and Ctrl + Cmd + M are very practical. When setting a task’s due date, you can avoid opening the calendar and use this shortcut to set it to today or tomorrow.
Note: The shortcuts for marking as completed and quick addition entry are both Ctrl + Space, but the system automatically distinguishes the context. Pressing this key in the task list is for marking as completed, while in the global state it is for quick addition.
Case Background: Assume you are a freelancer managing multiple client projects. Each project includes multiple tasks with different deadlines.
Step 1: Create Project Lists
Create three lists on the side bar: “Client A”, “Client B”, and “Personal Affairs”. Each list represents a project or domain.
Step 2: Add Tasks and Set Attributes
In the “Client A” list, add tasks such as “Complete design稿”, “Submit quotation”. Set deadlines, priorities, and tags (e.g., “Design”, “Finance”) for each task. Use the subtask feature to break down “Complete design稿” into “Draft”, “Revision”, “Final Draft” subtasks.
Step 3: Utilize Smart Lists for View Management
Create a smart list named “This Week’s Work”, with the condition that the list belongs to “Client A” or “Client B” and the deadline is within this week. This way, you can see all the tasks for the client projects within this view.
Step 4: Use Project View to Focus on Processing
When focusing on the “Client A” project, double-click any task in the “Client A” list to enter the project view. This view only displays tasks within the selected list, excluding other distractions.
Step 5: Quick Operations with Keyboard Shortcuts
In the project view, use Ctrl + 2 to switch to the “Today” view to see today’s customer tasks that need to be completed. Use Space to quickly preview task notes, and use Ctrl + Space to mark tasks as completed.
Step 6: Regular Reviews and Archiving
On Friday afternoons, review the “Completed” list to clean up completed customer tasks. Also, use “File > Backup” to create a backup of this week’s data, ensuring the safety of project data.
This case demonstrates how to combine the features of 2Do to handle real-world work scenarios. The core idea is to use lists to distinguish projects, use smart lists to aggregate views, use the project view to focus on handling, and use keyboard shortcuts to improve efficiency.
You can also customize according to your personal habits. For example, some people prefer to use tags to distinguish projects rather than lists. The flexibility of 2Do allows you to choose the most suitable way for yourself.
Through this detailed introduction, you should now have a grasp of the core features and usage techniques of 2Do. From installation and configuration to daily operations, from keyboard shortcuts to practical cases, 2Do can help you efficiently manage tasks. It is recommended to start with small projects and gradually explore more advanced features. If you encounter any issues during use, feel free to leave a message for discussion.
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