Set up OpenTodo for a small team
Accounts, shared projects, boards and assignees for a team of a few people, on a server the team controls.
Last reviewed
OpenTodo suits small teams that want a fast shared task list without a heavyweight process. Here is a setup that works for three to fifteen people.
Accounts
- If your team already has an identity provider, connect it with single sign-on so people sign in with the account they have.
- Otherwise, invite each person with an invitation link (sharing and accounts), and ask everyone to turn on two-factor sign-in.
Projects and boards
Create one shared project per stream of work. Use sections for stages and switch the project to a board for a Kanban view: Backlog, This week, Review, Done.
- Assign each task to one person, so it shows in their “Assigned to me”.
- Discuss in comments on the task, and @mention people to notify them.
- The activity feed shows who did what across shared projects; see notifications.
A weekly rhythm
Spend fifteen minutes together each week on the board: move what is done, pull the next tasks into This week, and check estimates against the Week calendar.
Templates to start from
The Product launch template is a ready-made team board, and the First 90 days template helps a new teammate get going.
Connect your tools
Webhooks send task events to a chat relay or automation tool, and the API lets scripts create tasks, for example from a monitoring alert.