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Help pages - First Steps with Organiseme
1) Learn the fundamental Organiseme features

After registering with Organiseme you will see three default task lists when login in - Organiseme, Private and Project.

The Organiseme task list contains several tasks to familiarize with our to-do list application. When you execute and complete all of these task you are ready to get the most out of Organiseme.

  • Try and learn how to create and change tasks - e.g. by changing priority, setting due dates and reminders as well as creating and editing notes assigned to tasks - and for sure also complete tasks by checking the checkbox.
  • Then you should test the different views and filters - the list / project, due date and priority view as well as the Do Now! filter. We definitely recommend to use the Do Now! filter in your daily routine to get your relevant tasks done.
  • Finally do some basic collaboration by assigning a task to a person, and search for another person in the Organiseme's user base - and potentially send the person a contact request.

Once you are done with all tasks on the Organiseme task list you can actually delete the list.

2) Specify your task lists

Now there are two default task lists left - Private and Project

  • Potentially change the name of these task lists so that they fit to your needs.
  • You can also add or delete task lists. We recommend to start with less lists, and add more once you have many tasks that belong to a certain topic.
  • Finally you can change the color of each task list to give you a visual 'link' to each list.
  • For details how to add, change or delete task lists please see the dedicated help page.
3) Enter your tasks

Now enter the tasks you have currently on your plate in the just adapted lists.

  • Decide between three priority levels - low, medium and high. Do not label the majority of your tasks as high priority - the idea is to focus on a few high priority tasks and complete them. Then 'upgrade' some medium priority tasks to high and focus again.
  • You might also add a due date - either because the task has really a due date, or you want to finalize the task on this date.
  • Set a reminder when you don't want to miss a task. Get reminded by mail on a certain day, up to three different times on this day.
  • You can even add notes or attachments to a task - yet this is normally only relevant for some tasks. Attachments are stored in Google Drive or Dropbox.
  • For details how to create or change tasks please see the dedicated help page.
4) Install the Organiseme app on your smartphone

When you started in the web application you should download the Organiseme Android or iPhone app from the Google Play Store or the Apple App Store. Then you can manage your tasks also on the go.

When you start to use the app all your tasks, task lists etc. will always be automatically synchronized with the app - and vice versa.

5) Potentially adapt the reports

By default you will receive daily and weekly a report that consists of the tasks with a due date today / in the next week - and all tasks with high priority. In the settings within the web application you can turn the daily or weekly report off - like you wish.

For details how to create or change tasks please see the dedicated help page.

 

When you have accomplished these five steps you should be good to use Organiseme. Keep on writing down your tasks - and manage them in Organiseme. After some time you should experience how Organiseme supports you getting your things done.