Each to-do lives as a set of "to-dos" on 1 or more "cards". These cards can be associated with a room, or not.

What happens when you associate a card to a room?

• You can now do inventory tracking on objects associated with that room.
• You can see a history of all tasks completed by room.
• Because this is tied to a specific room, you can't copy rooms to other properties.

When should you associate with rooms?



Creating a new list

To create a new fully customizable list using cards:

• Log into your TIDY account and navigate to the "To-Dos" page.
• Click on the dropdown menu and select the "+ Add List" option.

• Select the address to add your to-do list
• Choose if you want to create or copy an existing list to the address
• Add a name to the list
• Click on the "Add To-Dos List" button

Adding cards and tasks

Once the list is created, you can start adding cards and tasks to it.

• Click on the "+Add" button to create a new card.

If you want to associate the new card with any existing room in your home, enter the room details and click on "Add card". Select "No" and enter a card name for better customizable needs.

You can add multiple cards, associated with existing rooms or not, to your new to-do list.

To add tasks to your cards, click on the "+ Add" button in your list or directly on the desired room/card page.

Copying a list of cards from other addresses

Say you have created a list for inspection jobs on address A and you want the same list on address B. Instead of recreating the same list from scratch, TIDY allows copying and making this list promptly available on address B in a quick couple of steps.

To copy a list:

• Add a new list to the desired address

• Select the "Copy list from another address" option and select the desired list in the dropdown menu below.

• Click on "Add To-dos List", and you are all set! Your list is already available to be applied to all your future jobs.