Getting Started with toodoori
If the previous guide showed you what Kanban is, this one walks you through actually building a board in toodoori and completing your first card. Five minutes is enough. You don’t need to learn every feature at once — start by making a single card and moving it.
1. Create a Project
In toodoori, one board is one Project. Keeping different contexts — work, study, hobbies — in separate projects keeps their flows from getting tangled.
- From the project list, open your first board with “Create Project.”
- You can rename it anytime, so feel free to keep it casual for now.
2. Understand the Four Workflow Groups
toodoori prepares the big stages your work moves through. Every board is made of four Workflow Groups.
- Inbox: A place to drop whatever comes to mind. You can organize later.
- Planning: Where you bring the specific things you’ll do soon.
- In Progress: What you’re working on right now.
- Finished: What you’ve completed.
These four groups are fixed, so work moves through the same flow on every board.
3. Add Your Own Stages
Within each group, you can create finer columns. We call these Stages.
For example, placing ‘Deep Work’ and ‘Waiting for Feedback’ inside ‘In Progress’ makes it clear exactly where a task is stuck. Stages can be reordered by dragging, and you can name them however you like.
You don’t need many at the start. The columns you need tend to reveal themselves as you go.
4. Create Your First Card
Now turn a task into a card. Whatever comes to mind can go into the Inbox with “Add Task.”
Add only as much detail to each card as you need.
- Due date: By when. (Optional.)
- Checklist: For breaking a big task into smaller steps.
- Labels: When you need to categorize, like ‘Urgent’ or ‘Study.’
- Notes: For context or memos.
For more on how each piece of information on a card is used, see Task Cards; for organizing with labels and filters, see Organizing.
5. Build Flow by Moving Cards
The heart of Kanban is moving the status. Drag a card from Inbox → Planning → In Progress, and what you’re working on shows up plainly on the board.
You don’t have to move everything at once. Pulling just one card into In Progress for today is enough. This “one card at a time” is the rhythm toodoori encourages.
6. Set a WIP Limit on ‘In Progress’
Piling many tasks into In Progress at once tends to mean nothing gets finished. toodoori lets you set a WIP limit (how many tasks can sit there at once) on stages in the ‘In Progress’ group, in Soft or Hard mode. Start with Soft to gauge your own capacity. For how to set it up, see the flow feature; for why WIP limits work, see Creating Flow and Focus.
7. Finish, and Look Back
When a task is done, move its card to Finished. Completed work doesn’t disappear.
- Archive: Collects your finished tasks. You can always pull them back out.
- Retrospective: In the task detail, you can record reflections like KPT (Keep, Problem, Try).
- Statistics: See the trajectory built from your completed work at a glance.
It’s okay if a deadline has passed. toodoori won’t nag you — just set a new date you can keep.
Three Ways to View Your Board
You can look at the same work in different ways to fit the moment.
- Kanban Board: The default view, with cards laid out by status.
- List: For a quick scan as a list.
- Timeline: For seeing tasks with start and due dates across time.
Next Steps
You now know the flow of creating, moving, and completing your first card. To go deeper —
- Choosing and handling tasks: How to Start Managing Your Tasks
- The difference between a list and Kanban: To-Do List vs. Kanban
- Why visualization helps you keep your plans: Why Plans Keep Failing?
- Focusing on one thing at a time: Creating Flow and Focus
- Looking back on what you’ve finished: Looking Back on Your Records
- Turning repetitive sorting into rules: Automation
- Connecting with Claude and LLMs (advanced): MCP Integration