Help Docs
Answers to all things DoneDone. Still can’t find something? Reach out!
Projects & Tasks
Adding and Removing Users from a Mailbox or Project
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. There are three ways you can manage Users in a Mailbox or Project. Guests For information on adding/removing Guests, please visit our help doc: “Guests: everything you need to know“. Quick Add & Invite If you’re on the Dashboard or in a Mailbox/Project home screen, you can quickly add...
Archiving and Deleting Projects and Mailboxes
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. If you’re done with a Project or no longer using a Mailbox, you can deactivate it. To do this, go to General Settings within your Project or Mailbox. At the bottom of the General Settings screen, click the Archive or Delete button.
Bulk Edit and Filter Tickets by Job
Last Updated: November 18, 2025Watch this video to learn how to organize and edit groups of tickets by Job.
Changing Workflows on an Existing Project or Mailbox
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. Ever want to change the workflow of a project or a mailbox after you’ve been using it for a while? What happens if not all the workflow statuses match? Well, this help doc will walk you through all the ins and outs of...
Create a Project That Uses Workflow Jobs
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. Once you’ve created a Workflow that uses Jobs, you’re ready to spin up a brand new Project. Check out this short video to learn just how.
Duplicating Tasks Instantly
Last Updated: November 18, 2025Sometimes, you have a handful of tasks you’d like to create which share variables, such as a shared asignee, due date, or tags, for example. Let’s dive into the “Duplicate Task” feature, and see how it works in a DoneDone Project. Step 1: Create a task as usual First, you’ll want to go and create a task...
Exporting Tasks and Conversations
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. Sometimes you want to export your work either to use in other tools or for backup purposes. It’s easy to export to CSV. Here’s how. Navigate to the project or mailbox you’d like to export from and choose the filter you’d like to export and click...
Getting Started with Workflow Jobs
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. When you use a DoneDone workflow, changing the status of an item and assigning it to someone are two different tasks. But, many workflows are rigid enough where each status is tied to a specific job. Example: A bug tracking workflow where the “In Progress” status is assigned...
Introduction to Projects
Last Updated: November 18, 2025Use DoneDone Projects instead of messy spreadsheets or bulky software for bug, task, and issue tracking. No more wondering where things are at or who’s working on what. Projects are great for internal company initiatives, client-facing projects, or anything else that a group of people are working on with a common objective. You can create a Project...
Link Tasks to Conversations and Vice Versa
Last Updated: November 18, 2025When conversations and tasks relate to one another, go ahead and link them! This creates a more closed-loop experience and allows you to see everything relevant to your work. How to Link Tasks to Conversations Navigate and select the Conversation. Underneath the Conversation message, click the green + button next to Linked Tasks. Next, select Create New if you’d...
Managing Email Notifications
Last Updated: November 18, 2025Everyone has a different preference about how frequently they’d like to receive email notifications. Some people want an email about everything that happens in DoneDone while others don’t want anything to make it into their inbox. There’s no right answer. That’s why DoneDone makes it easy to control how often email notifications are sent to...
Moving Tasks to Another Project (or Conversations to Another Mailbox)
Last Updated: November 18, 2025You can move tasks from one project to another by using the Bulk Edit feature located on a project homepage. Simply click on the tasks you’d like to move, then click the”Move..” option. Once you’ve done this, you will be presented with a popup where you can choose the project you want to move these...
Setting up Description Templates
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. It’s always a good idea to have a specific format or template for logging bugs and issues. This way, bug loggers don’t forget to include essential information for bug fixers and avoid unnecessary back and forth. In the spirit of increasing efficiency, we...
Using Filters to find Tasks and Conversations
Last Updated: November 18, 2025Filters are DoneDone’s simple solution to finding work. Need to find your team’s important tasks that are due this week? Looking for your critical bugs that are ready to retest? Filters are here to help! 👏 In this 5-minute video, we’ll show you how to use DoneDone filters to make finding the tasks and conversations...
Using Kanban Boards
Last Updated: November 18, 2025Projects are never done, and the work is never finished. You start with a to-do list, but before long it’s bursting at the seams with things to do. Kanban boards help you visualize the status and progress of your work so that you can better plan what needs to be done next or how much time...
Using Project & Mailbox Notes
Last Updated: November 18, 2025Have you ever struggled to share things like project briefs, tech specs, or any other info that pertains to the entire Project? With Notes in DoneDone, it’s easy. Check out this video to learn how.
Using Tags to Organize Work
Last Updated: November 18, 2025After creating projects and mailboxes, you might want to organize your work further. Tags are a simple convention that everyone understand and a great way to keep things organize. Any task or conversation can be tagged and filtered by those tags. Adding Tags Adding tags to your work is easy. Navigate to the task or...