Your todo.vu account

Whether you signed up for todo.vu yourself, or you accepted an invite to join todo.vu from someone else, you own a todo.vu user account.

Your todo.vu account is where you store your credentials and details, and set some system-wide settings. Importantly, your todo.vu account is how you access your todo.vu workspaces.

We’ll cover:

1. 1. About todo.vu user accounts
   2. Creating an account
   3. Accepting an invite to todo.vu
   4. Your account settings
   5. – Reset your password
   6. – Merge your todo.vu accounts
   7. – Delete your todo.vu account
   8. Subscription information
   9. Updating your subscription

About todo.vu user accounts

You create a todo.vu user account when you sign up for todo.vu at todo.vu/join with an email address and password.

If you did not sign up but received an invitation to join todo.vu, a todo.vu user account is created for you as soon as you accept the invite. (Unless you already have an existing todo.vu account, but more on this below.)

Usually, managers or business owners will sign up for todo.vu, and then invite their team members to join them.

Your todo.vu account is linked to the email address you used to sign up for the account, or the email address used to invite you.

Your todo.vu account grants you access to todo.vu workspaces, where you track and manage your time and tasks.

A quick note about todo.vu accounts and todo.vu workspaces

todo.vu accounts and todo.vu workspaces operate interdependently.

The todo.vu workspace is the actual interface used to manage tasks, track time, collaborate with a team, and so on.

The todo.vu account simply holds a user’s details, some system settings and credentials to access workspaces.

Every todo.vu account will have access to at least one workspace.

If it helps, you can think of your account as the key that unlocks access to workspaces.

When you sign up for a todo.vu account, your first todo.vu workspace is created automatically as part of the sign-up process, and you are the owner of that workspace by default.

If you are invited to join todo.vu by someone else, they are actually inviting you to collaborate on their workspace. When you accept their invitation, a todo.vu account will be created for you with access to their workspace as a team member; you will have no workspaces of your own.

With your one todo.vu user account, you can create (and therefore own) and join any number of workspaces.

Typically, users will belong to just one business-related workspace. However, you can have a separate workspace for your personal tasks. Larger businesses will have separate workspaces for separate teams or business units.

Learn more about todo.vu workspaces here.

Create a todo.vu user account

Creating a todo.vu account is simple. All you have to do is go to todo.vu/join, and sign up with your existing Google account or email address. Your first workspace will be automatically created as you sign up, of which you are the workspace owner.

Upon signing up, your browser will automatically open to the task dashboard of your new workspace in your new account.

When you create a new account, you will enjoy a premium ‘Business Time’ todo.vu subscription for 14 days for free on all new workspaces that you own (including the new workspace created automatically for you upon sign up, as well as any you create manually).

Note that todo.vu subscriptions are dependent on the workspaces you own, rather than your individual account. (See more on this below.)

After the 14-day trial period, you can choose to keep your workspace on the premium plan for $9 per user per month, or downgrade to a free workspace for $0.

You can create an unlimited number of workspaces and keep an unlimited number of free workspaces on your one account. Learn how to create workspaces here.

Accepting an invitation to todo.vu

When you accept an invitation to join todo.vu, a todo.vu user account will automatically be created for you, unless you already have an existing todo.vu account.

If you have an existing todo.vu account:

Once you select ‘Accept invitation’ from within the email (or workspace access settings page), you will be taken to the new workspace which you have been intived to automatically.

If the email address used to invite you is already linked to an existing todo.vu account, this new workspace will simply be added to your account.

You can switch between workspaces connected to your account at any time via the drop-down menu accessed by clicking your workspace name, as detailed in the image below.

Account settings

You can access your user account settings and information by clicking on your avatar in the bottom left-hand corner of your workspace, below the help button, and selecting ‘Your profile and account actions’.

This option is fixed across your workspaces, so you can access it from any page and from any workspace.

Within your account settings, you can access:

• Profile settings
• Email address settings
• Workspace access settings
• Referrals and credit
• Out-of-office settings.

We go through each of these settings below.

Profile settings

Your profile settings page is the default page that appears as soon as you open your account settings.

On this page, you can:

• Update your name and avatar name

Simply type in the name field to update your name. Update your avatar image by selecting ‘Change photo’ to upload a new image, or ‘Clear photo’ to remove the current avatar.

• Reset your account password

Select ‘Reset password’ and follow the prompts to update your account’s password.

• Merge user accounts

If you accidentally create more than one user account, you can merge them into one. Follow the instructions below to merge a separate account into the current account from which you are actioning the merge.

1) Select ‘Merge accounts’ from your Profile settings page. You will be asked to provide the email address of the other account with which you would like to merge. todo.vu will send an email to this account to confirm once you have provided the email address.

2) Once approved, the email addresses for both accounts will be merged, and all of the workspaces from both accounts will be merged into the current account.

• Delete your todo.vu account

Select ‘Delete account’ to begin the process of deleting your todo.vu account. You will need to follow the instructions on the following pages to finalise your account deletion.

Email address settings

On the left of your account settings page, select ‘Email addresses’ to navigate to your email address settings.

On this page, you can:

• Add multiple email addresses to your account

Emails added here will have access to the todo.vu account as a workspace owner and email integration enabled. Only the address marked as ‘Default’ will receive notification emails from todo.vu.

Workspace access settings

As you use your todo.vu account to access multiple workspaces, some workspace settings are found within your main account settings. (You can learn more about individual workspace settings here.)

Select ‘Workspaces’ on the left of your account settings page to manage your account’s workspace settings.

Here, you will see every workspace your account has access to as a user.

You can view and even update some settings for each workspace here, and see and accept any pending invitations to join others’ workspaces.

For each workspace, these settings allow you to:

• Update workspace notifications

Next to ‘Send notifications to’, you can see and update the associated email address that receives notifications pertaining to this workspace.

• View workspace details

Next to ‘Add tasks via email’, ‘Workspace  plan’ and ‘Workspace owner’, you can see, respectively:

– the integrated email address used to email-in tasks
– the current subscription plan for that workspace
– the workspace’s owner

• Assign the default workspace

Select the option beside ‘Default workspace’ to set a workspace as ‘Default’. This assigns the workspace that opens whenever you log in to your todo.vu account.

• Leave a workspace

Select ‘Leave Workspace’ to remove access to a workspace from your account. You can only do this provided you are not the workspace owner of the workspace you want to leave.

In this case, you must tranfer ownership of the workspace to a separate user before you can leave it. Learn how to transfer workspace ownership.

See here for deleting a workspace.

• Create a new workspace

Select the ‘Create new workspace’ button at the top right. Learn more about workspaces here.

Referrals and credit

On the left of your account settings page, select ‘Referrals and credit’.

Here, you can:

– See your account credit balance
– Invite another person to join todo.vu via a unique URL or email and be credited if they join
– Review your credit history and spend unallocated credit.

Out of office

On the left of your account settings page, select ‘Out of office’.

Here, you can opt to display an ‘Out of office’ status on your avatar for any workspace you belong to for your specified date range.

Switching between your account’s workspaces

So you can use todo.vu with more than one company or business without being disrupted by a clunky sign-in and sign-out process, your todo.vu account allows for quick navigation between the available workspaces connected to your account.

Toggle between workspaces through the drop-down menu that appears when you click on your workspace’s name from the fixed header bar.

todo.vu’s subscription plans

todo.vu’s subscription plans apply to workspaces, not the overall todo.vu account, and are charged to the workspace owner.

Workspace owners will pay for the number of users they grant access to their workspaces. So, if an owner has multiple workspaces, they will pay for each one separately, depending on the number of users they want on each workspace.

Of course, a solo user with no other users on a workspace can use the Solo Free plan on that workspace for free. In fact, you can create and own as many solo workspaces as you want for free.

However, certain elements and functions of the Solo Free plan are restricted, so many solo users opt to pay for a premium subscription with just one user ‘Seat’ at $9 per month instead.

That said, all todo.vu plans include access to the core functions of:

• tasks
• clients
• projects
• time tracking
• billing.

The particulars of each subcription plan are as follows. Please see our pricing for more information.

Business Time Plan – $9/User ‘Seat’/Month

A Business Time plan allows you to invite multiple users into your workspace, and grants full access to every todo.vu feature, including personalised workspaces and Billing Reports.

 

The Business Time plan also allows for additional storage per user.

Modify your subscription

You can modify your todo.vu subscription, update your billing details and view your payment history at any time in todo.vu by heading to this link when already logged in to your default workspace.

You can also reach this page by opening the workspace, selecting the workspace name or logo at the top right-hand corner of your account to open the drop-down menu, and then selecting ‘Your todo.vu subscription’ from there.

To add users to or remove users from a workspace, simply select the plus (+) button under ‘Seats’.

Downgrading from a paid subscription to a Solo Free workspace must be done through your workspace settings, accessed by the same drop-down menu from workspace name/logo. Select ‘Workspace settings’ from this drop-down menu, then the three-dot menu at the top right of the default page that opens. From here, you can select ‘Downgrade workspace’.

Learn more about your workspace settings here.

READ NEXT:

Learn about workspaces in todo.vu. Read here >>