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TREK/wiki/Todos-and-Tasks.md
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Maurice 7da0080557 docs(wiki): bring the wiki in line with 4.0.0 (#2034)
* docs(wiki): correct the install and operations pages for 4.0.0

Quick Start passed docker an empty ENCRYPTION_KEY: an assignment prefix is not
expanded on the same command line, so the server silently generated its own key
instead of taking the one the page told you to set. The tag examples pinned to
the 3.x line, the documented tmpfs size did not match the shipped compose file,
and several .env values were described as reaching the container when compose
never interpolates them.

* docs(wiki): match the MCP reference to the registered surface

The scope table was missing the whole Collections group and the totals said 27
scopes across 13 groups where the code registers 29 across 14. The Cloudflare
link on the setup page pointed at an anchor on its own page instead of the
heading on Troubleshooting.

* docs(wiki): correct the plugin and admin pages

Three links to Plugin-Development carried a .md suffix, which does not resolve on
the wiki. The admin pages described tabs, permissions and storage behaviour that
had moved on.

* docs(wiki): bring the feature pages back in line with the app

Costs still documented the old panel, where categories could be added, renamed,
reordered and deleted; they are fixed now and the panel is a day-grouped ledger
with settlements. Trip sharing, journeys, maps, packing, reservations and the
account pages had all drifted in the same way.

* docs(wiki): cover the pages the first pass did not reach

The MCP catalog listed 168 of the 201 registered tools; the settlement tools and
rate_place were missing here and the Collections family from the addon page.
Several resource rows claimed a trips:* scope where the handler asks for
trips:read.

* docs(wiki): tighten the corrections a review picked apart

The audit-log resource is the row id, not the credential id; an admin password
reset does not bump password_version the way the page implied; and a few of the
new paragraphs described behaviour more confidently than the code supports.

* docs(wiki): fix what a last read-through caught

Costs shows every figure in your display currency, not the trip's, and an
expense with no payer still counts against the members it is split between.
Studio's cutoff is a 1024px viewport rather than phones alone, and the
Integrations tab is gated on the providers an admin has configured.

* docs(wiki): the last few the review caught

A passkey satisfies the MFA policy everywhere except the WebSocket handshake,
which still asks for TOTP, so a passkey-only account under that policy gets no
live updates. Mobile optimizes a day from two places, not three. The ctx.db row
carried an unescaped pipe that split the table, and the Backups table linked
with a wiki link whose pipe did the same.
2026-08-25 12:36:52 +02:00

2.6 KiB

Todos and Tasks

Manage a to-do list for trip tasks and pre-departure preparation.

Todos and Tasks

Where to find it

Open the Lists tab inside the trip planner and select Todo. The Todo feature shares the Lists addon with Packing Lists, so it is only visible when that addon is enabled.

Admin: Enable the Lists/Packing addon in Admin-Addons.

Layout

The panel is divided into two columns by default:

  • Left sidebar — list navigation, smart filters, sort toggle, and a completion progress card.
  • Task list — the tasks that match the active filter.

When you click a task, a detail pane opens as a third column on the right side of the task list (on desktop) or slides up as a bottom sheet (on mobile). The new-task form also opens as a modal overlay.

On small screens the sidebar collapses to a narrow icon rail showing only colored dots and icons with badge counts.

Task fields

Each task has the following fields:

Field Notes
Name Required.
Checked Boolean — marks the task done.
List Optional grouping label. The sidebar heading is Lists, the button reads Add list, and a task without one shows No list.
Due date Optional date.
Description Optional free-text body.
Assignee Optional trip member.
Priority 0 (none), 1 (P1), 2 (P2), or 3 (P3).

Click a task row to open the detail pane on the right (or a modal sheet on mobile) where you can edit all fields.

Priority levels

Level Label Color
1 P1 Red (#ef4444)
2 P2 Amber (#f59e0b)
3 P3 Blue (#3b82f6)

Tasks with no priority set show no badge.

Sidebar filters

Filter Shows
All All unchecked tasks.
My tasks Unchecked tasks assigned to you.
Overdue Unchecked tasks with a past due date.
Done Checked tasks.
Per-list rows All tasks in that specific list (checked and unchecked).

Sort by priority

Toggle the Priority button in the sidebar to sort the current task list from P1 → P2 → P3 (tasks with no priority appear last).

Adding tasks

Click the + Add task button in the top-right corner of the Lists panel header (visible when the Todo sub-tab is active). A new-task form opens as a modal where you can set all fields before saving. On mobile it slides up from the bottom of the screen.

Permissions

All write operations require the packing_edit permission (shared with Packing Lists).

See also