Use to-dos and the Planner

Step 1. In the To-do tab, tap + to write a to-do and save it

In Calendar mode, open the To-do tab and tap the + button at the bottom right. Write the to-do in What needs doing?, pick yourself, the other person or Together under Who will do it?, then tap Save. If there's another person in the space, they're picked at first.

If there's a deadline, turn on Set due date and pick a date. To-dos with a due date also appear on that day on the calendar. A note is optional.

The list is grouped by who it's for: My to-dos, a group with the other person's name, and Together.

Step 4. In the Today tab, tap + to add things, and finish them with the checkbox

The Today tab shows that day's to-dos in one list. Tap the + button at the bottom right and the same one-line input box as in the calendar slides up. Type something like ‘tomorrow 7pm groceries’ and the date and time fill in. It's saved as a to-do, not an event.

If you include a list's name, it goes into that list. If not, it goes into the list shown above the input box. At first that's Inbox, and you can change the Default list in Planner in the Settings tab.

Tap the checkbox on the left of a row to mark it done, which puts a line through the title. Tap it again to undo. Tap the rest of the row to open a sheet for notes and subtasks. To change the date, repeat or reminders, tap the summary line in that sheet.

Anything past its due date is gathered in the Overdue row at the top of the list. Tap the row to expand it, or tap Move all to today on the right to move everything to today. You can undo that too.

Step 6. Group things in the Lists tab

The Lists tab has Smart lists that gather items regardless of date, Inbox and Completed, plus My lists. Tap a list to see everything in it.

Moving, Work and Health lists are there to start with. Tap New list and set a name and color to create a new list. Only you can see list names and colors.

Inbox is where anything without a list goes by default. Here, each row has a To today button that changes that item's date to today.

Step 7. Open a list and tap the chips at the top to change how it's shown

When you open a list, there are three chips above it. Each tap moves a chip to its next value, and each list remembers the values you pick.

• Sorting by Scheduled puts the earliest set date first, and By deadline puts the earliest due date first. Items without a date go to the end.
• When grouped by Scheduled, items are split into Overdue, Today, This week, No date and Later, in that order.
• When grouped by Completed, items are split into Remaining events and finished items.

Step 8. Touch and hold a list to rename it, change its color or delete it

In the Lists tab, touch and hold a list's row. If the list is already open, tapping the ⋯ button at the top right opens the same Edit list sheet. Change the name and color, then save.

To delete the list, tap Delete list in the Organize section at the bottom of the sheet. An empty list is deleted right away. If it has items in it, you're asked what to do with them.

• Move to Inbox — selected at first. Only the list is deleted, and its items move to Inbox.
• Also delete 5 events — deletes the list and everything in it.

Step 9. Tap the magnifying glass, type two or more characters, and narrow it down with filters

Tap the magnifying glass at the top right of the Today tab. It's in the same spot on the main screen of the Lists tab, in Inbox and in Completed. Inside a list, that spot becomes ⋯, so open search from outside a list.

Search starts at two characters. It looks at titles first, then at subtasks and notes. Results found somewhere other than the title are labeled ‘Subtask’ or ‘Note’ to show where they matched. Besides your Planner, it also searches the calendar events you share, imported calendar events and D-days.

Once you type a search, a filter button appears on the right. Tap it to open Search scope, and tap Reset to set every filter back to where it started.

• The status, date and list filters apply only to items in your Planner. The date filter goes by due date, so items without a date drop out when you pick a period.
• Private events are the things you added to the Planner. Shared events and Imported events are read-only.
• When filters are on, the filter button shows how many. If there are no results, an Include completed button appears so you can widen the search in one tap, and if you narrowed the dates, a Search all time button appears too.
• If nothing is found at all, a If the event is not here card appears below. Tap Create in Inbox to create a new item with your search as its title.

Step 10. Tap ⋯ in the Today tab and turn on only what you want to see

Tap ⋯ at the top right of the Today tab, next to the magnifying glass, to open a small menu. Each tap turns a chip on or off, and chips that are off are dimmed. What you turn off disappears from the day, week and month views.

The menu has three parts. My lists turns your lists off and on one by one. Calendar mode picks which Calendar mode events to show, by Together and by member name. If you have two or more spaces, a row with each space's name appears, and tapping the name turns all of that space's chips on or off at once. External calendars appears only if you've chosen phone calendars to use in the Planner.

Events that come in from Calendar mode have a lock where the checkbox would be, so you can't finish them from the Planner.