Using OpenTodo › GuidesVersion 0.3.0

Settings

Open Settings with the gear next to your name at the bottom of the sidebar, or press g then s. Settings opens on a short list of sections, each with a line saying what's inside. Pick one to open it.

On a wide screen the list of sections stays on the left while you work in one, and the current section is highlighted. On a phone, each section starts with a ← Settings link back to the list. Every section has its own address, such as /settings/integrations, so you can bookmark it or share a link with someone on the same server.

Some settings follow your account to every device. Others belong to the device you're on, so your phone and laptop can be set up differently. Settings that apply to one device say "this device" next to them.

Each panel has a Help link on the right that opens its part of this guide next to Settings.

What you see depends on your role: people who run the server see an extra Administration section and a few extra panels, and the public demo shows a note in place of most account and server settings.

Account#

Your name, email and role, and everything about signing in.

• Password: change your password. See Account security.
• Two-factor authentication: a code from your phone on top of your password. See Account security. The owner also sets the policy here: optional, required for the owner, or required for everyone.
• Security: passkeys. See Account security.
• Recent activity: sign-ins and token changes from the last 90 days. The owner also sees the server's Audit log here.
• Linked accounts: connect a single sign-on login, if your server offers one.
• End-to-end encryption: encrypt your task text on your devices. See End-to-end encryption.
• Session: Sign out of this device. This also removes your tasks from it; changes not yet sent are uploaded first.

General#

How the app behaves on this device.

• Calendar: when the Day and Week grid starts and ends, and how long your working day is. See Time blocking.
• Start view: the view this device opens on. See Views.
• Keyboard: turn on Vim keybindings. See Keyboard shortcuts.
• Quick add: turn natural-language parsing on or off, pick the languages it understands, and the order of day and month in dates like 12/11. See Quick add syntax.
• Voice capture: dictate tasks into quick add. Off until you turn it on, and the app explains first what your browser does with the audio. See Quick add syntax.
• Projects: archive projects automatically after 30 days without open tasks, and bring back archived projects with Restore. See Trash and history.

Notifications#

Push notifications for reminders on this device. See Notifications.

Data#

• Your data: Download export (JSON) saves everything you have in one file. Import data… brings in tasks from a file. See Import and export. The sync status of this device is shown underneath.
• Backups: scheduled backups to a folder, S3 or WebDAV (owner only). See Backups.

Capture#

• Capture: the Add to OpenTodo bookmarklet, to save the page you're reading as a task. See Capturing pages.
• Email to task: your own secret address; emails sent there become tasks. See Email to task.

Integrations#

These panels connect OpenTodo to other tools. Some appear only when the person running your server has switched the feature on.

• Calendar apps (CalDAV): see your tasks in calendar and reminder apps on your phone or computer, with an app password. See Calendar apps.
• Webhooks: send a message to another service when tasks change. See Webhooks.
• API tokens: keys for scripts and the ot command-line client. A token is shown once, when you create it. Read-only tokens can't change anything; tokens for an AI assistant that can make changes work only through the assistant tools and never on the rest of the API. See HTTP API and Command-line client.

AI#

• Assistant: the in-app assistant, when the server owner has turned it on: your consent, which assistant you use (the server's, or your own Anthropic, OpenAI or Gemini provider, model and key, if allowed), this month's usage, Apply small changes without review (this device) and Clear conversations on this device. The owner also chooses the provider, models, keys, network and monthly allowance here. See AI assistant.
• AI assistants: give an AI assistant read-only access to your tasks, or, when the server owner allows it and you switch on Allow AI assistants to make changes, a token for an assistant that can make changes you can undo. See AI assistants (MCP). A token you create here is also listed under Integrations → API tokens.

Administration#

Only the owner and admins of the server see this section.

• Users: everyone with an account, their role and last sign-in. Make someone an admin (owner only), deactivate or reactivate an account, create a password reset link, or delete an account.
• Members: invite people with a single-use link. See Sharing and comments.
• Project invite links: Members can invite new people with project links (owner only, off by default) lets links that members create in a project's Share dialog also create accounts. See Who can bring new people.
• Single sign-on: sign-in through your company or family identity provider (owner only). See Single sign-on.

Running the server itself is covered in Running with Docker.

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