Plete Help Center

Plete is a collaborative task management application that is completely free to use. It is available on the web, iOS, and Android.

At its simplest, Plete is todo list. Plete allows you to create tasks that will be completed by yourself. But Plete also allows you to assign tasks to anyone else (and anyone else can assign tasks to you). Once a task is assigned, it may be reassigned and tracked to completion.

Tasks in Plete offer messaging among the collaborators on the task, allowing clarifying questions, answers, notes, and updates on partial progress to be kept in the context of the task, immediately available to any new assignee.

To use Plete, you must have accepted the Plete Terms and Conditions and Plete Privacy Policy, available at their respective links.

Plete is in its early days, the product of a single developer. More features are coming soon.

To create a Plete account, follow these steps:

1. Open the Plete mobile app or visit Plete on the web at plete.app .

2. Select one of the following options to sign up:

   1. Sign In with Google

   2. Sign In with Apple

   3. Sign Up with Email

   4. Sign Up with Phone

Sign In with Google

1. Complete the Google sign in flow.

2. Enter a unique Username between 3 to 15 characters composed of the letters a-z and numbers 0-9. The username must start with a letter. Both uppercase and lowercase characters are permitted, but case is ignored for username uniqueness.

3. Agree to the Terms of Service and Privacy Policy by checking the checkbox.

4. Press Sign Up.

5. Your account will be created and you will arrive at the task list screen.

Sign In with Apple

1. Complete the Apple sign in flow.

2. Enter a unique Username between 3 to 15 characters composed of the letters a-z and numbers 0-9. The username must start with a letter. Both uppercase and lowercase characters are permitted, but case is ignored for username uniqueness.

3. Agree to the Terms of Service and Privacy Policy by checking the checkbox.

4. Press Sign Up.

5. Your account will be created and you will arrive at the task list screen.

Sign Up with Email or Phone

1. Enter a unique Username between 3 to 15 characters composed of the letters a-z and numbers 0-9. The username must start with a letter. Both uppercase and lowercase characters are permitted, but case is ignored for username uniqueness.

2. Enter a Password between 8 and 64 characters composed of uppercase and lowercase letters, numbers, and symbols. The password may not begin or end with a space.

3. Enter your Email or Phone number. This must be unique across all users. Note that phone numbers must be capable of receiving SMS and are limited to international calling code 1 at this time.

4. Agree to the Terms of Service and Privacy Policy by checking the checkbox.

5. Press Sign Up. This will send a confirmation code to your email or phone number.

6. On the next screen, enter your confirmation code.

7.  Press Sign Up.

8. When your confirmation code is successfully verified, your account is created and you arrive at the task list screen.

To create a task, follow these steps:

1. Visit the task list screen

2. Press the circular + button.

3. Enter a task Title. Titles are limited to 255 characters.

4. Enter a Username, Phone Number or Email Address into the Assign to field.

   • A Username must be a Plete user and may be your own. Note that letter case is ignored for Plete usernames, so don't worry about getting that right.

   • A Phone Number must be capable of receiving SMS and is limited to international calling code 1 at this time. When assigning to a phone number, if the number is not already associated with a Plete user, Plete will send a text message to the phone number that notifies the assignee of the assignment and provides a link to interact with the task on the mobile web. Note that you may only assign to other phone numbers if you have registered your own phone number with your Plete account.

   • A Email Address must be valid. When assigning to an email address, if the email address is not already associated with a Plete user, Plete will send an email to the address that notifies the assignee of the assignment and provides a link to interact with the task on the web. Note that you may only assign to other email addresses if you have registered your own email address with your Plete account.

   • On iOS or Android, you may select a phone number or email address from your contacts by pressing the contacts button.

   • Optionally create tasks in bulk by listing up to 20 Usernames, Email Addresses, or Phone Numbers separated by commas. Each one will be assigned a separate task that has the same Title and Description.

5. Optionally add a Description, Personal Reminder, and/or Task Recurrence.

6. Press Create Task.

The task will now be listed under under the To Do task list of whoever it was assigned to. If assigned to someone other than yourself, it will be also be listed under your Assigned task list. 

Visit the task list screen to list tasks. Tasks that you have access to are visible among four tabs across the bottom of the screen:

• To Do: Tasks in this tab have an assigned status and are assigned to you.

• Assigned: Tasks in this tab have an assigned status and were created by you, excluding self-assigned tasks which are available in To Do.

• Watching: Tasks in this tab have an assigned status, were not created by you, but you have access to.

• Done: Tasks in this tab have a done status.

Within each tab, tasks are ordered from most recent to least recent task activity. Tasks with activity more recent than you last read are highlighted in bold.

Each task also indicates who created the task and who the current assignee is, expressed as creator -> assignee. The assignee may also have an envelope icon after it, which describes the assignee's awareness of the assignment. To understand that indicator, see the Assignee Awareness Indicator section below.

If you have scheduled a personal reminder, the task will also display a notification bell icon. To learn more about personal reminders, see the Setup Personal Reminders section below.

To see more recent task updates, pull down to refresh on mobile web or refresh the page on desktop. If you are opted in to notifications, the list will update automatically.

To understand which users have access to which tasks, see the Task Permissions section below.

Any user with access to a task may change its status. To understand which users have access to which tasks, see the Task Permissions section below.

A task may have one of two statuses:

• Assigned: This task should be completed by whoever it is assigned to.

• Done: This task has been completed.

Task status does not prevent any task activity. In particular, messaging, editing, reassignment, and changing status are still allowed in the Done state.

To change the status of a task, follow these steps:

1. From the task list screen, select a task that you want to change.

2. Press the task status toggle icon at the top of the task screen. For tasks in Assigned state, the icon appears as a checkmark and pressing it transitions the task to the Done state. For tasks in the Done state, the icon appears as a checkmark with a cancellation line through it and pressing it transitions the task to the Assigned state.

See the List Tasks section above to understand where the task is displayed when its status changes.

Any user with access to a task may view it. To understand which users have access to which tasks, see the Task Permissions section below.

To view task details, follow these steps:

1. From the task list screen, select a task that you want to view.

2. Press the edit icon in the top bar. You will arrive at a full screen view of the task details.

3. When finished, press the back arrow button to return back to the task summary view.

Any user with access to a task may edit it. To understand which users have access to which tasks, see the Task Permissions section below.

To edit a task, follow these steps:

1. From the task list screen, select a task that you want to edit.

2. Press the edit icon in the top bar to view the task details.

3. Press the edit icon located next to the Title and Description.

4. Edit the Title and Description as desired.

5. Press Save.

To change the status of the task, see the Change Task Status section above.

To reassign the task, see the Reassign a Task section below.

To change the recurrence of a task, see the Setup Task Recurrence section below.

To setup or remove a reminder, see the Setup Personal Reminders section below.

Any user with access to a task may reassign it. To understand which users have access to which tasks, see the Task Permissions section below.

To reassign a task, follow these steps:

1. From the task list screen, select a task that you want to reassign.

2. Press the edit icon in the top bar to view the task details.

3. Press the edit icon located next to the assignee.

4. Enter a Username, Phone Number or Email Address into the Assign to field.

   • A Username must be a Plete user and may be your own. Note that letter case is ignored for Plete usernames, so don't worry about getting that right.

   • A Phone Number must be capable of receiving SMS and is limited to international calling code 1 at this time. When assigning to a phone number, if the number is not already associated with a Plete user, Plete will send a text message to the phone number that notifies the assignee of the assignment and provides a link to interact with the task on the mobile web. Note that you may only assign to other phone numbers if you have registered your own phone number with your Plete account.

   • A Email Address must be valid. When assigning to an email address, if the email address is not already associated with a Plete user, Plete will send an email to the address that notifies the assignee of the assignment and provides a link to interact with the task on the web. Note that you may only assign to other email addresses if you have registered your own email address with your Plete account.

   • On iOS or Android, you may also select a phone number or email address from your contacts by pressing the contacts button.

5. Press Reassign.

When reassigned, any new assignee gains access to the task. The previous assignee does not lose access to the task. See the List Tasks section above to understand where the task is displayed for the new assignee as well as for any other user with access to the task.

A task can be set up to recur according to rules that you specify. Any user with access to a task may setup, change, or remove a task recurrence configuration. To understand which users have access to which tasks, see the Task Permissions section below.

Recurrence Setup

To setup a task recurrence, follow these steps:

1. From the task list screen, select a task that you want to edit.

2. Press the edit icon in the top bar to view the task details.

3. Press the edit icon located next to Recurrence.

4. Select the desired recurrence or None to remove the recurrence.

5. If you selected a recurrence, follow the configuration steps for the selected recurrence rule as described below.

6. Press Save.

Recurrence Rule Descriptions

• After last completion: Configures a task to reopen after a specified time period since the task was last marked done.

  • Example: A task is configured to recur 4 days after last completion, and it is marked Done on a Monday at 4 PM. Plete Automation will change it to Assigned on the following Friday at approximately 4 PM.

  • Configuration Steps:

    1. Choose a unit of time from the dropdown. The options are hours, days, weeks, or months.

    2. Enter a value to the left of the time unit you chose.

• Fixed interval: Configures a task to reopen at specific recurring calendar times. If a task is marked Done at the time it is scheduled to be reopened Plete Automation will change it to Assigned. If a task is still Assigned at the time it is scheduled to be reopened, Plete Automation will add a reminder message to the task.

  • Example: A task is configured to recur daily starting on May 1, 2023 at 8:00 AM. On that day and every day thereafter at 8:00 AM Plete Automation will reopen or remind about the task.

  • Example: A task is configured to recur every two weeks on Monday, Wednesday, and Friday of those weeks, starting May 1, 2023 at 8:00 AM. On the scheduled days, Plete Automation will reopen or remind about the task.

  • Configuration Steps:

    1. Press the calendar icon to schedule a start date and time.

    2. Select the desired start date and press OK.

    3. Select the desired start time and press OK.

    4. Choose an interval unit of time from the dropdown. The options are days, weeks, months, or years.

    5. Enter an interval value to the left of the time unit you chose.

    6. Depending on the interval unit you chose, you may have additional options:

       • If you chose weeks, select which days of the week you would like included in your schedule.

       • If you chose months, select among the options to schedule on a specific day of the month or specific weekday of the month. The options include scheduling relative to the start of the month or end of the month.

Personal reminders may be scheduled on tasks to send a reminder notification to the user that set it up. At the scheduled time, the reminder will add a reminder message to the task but only send a notification to the user that scheduled the reminder.

Any signed in user with access to a task may schedule or remove a personal reminder for that task. To understand which users have access to which tasks, see the Task Permissions section below.

Each user with access to a task may set up a reminder specific to that user. A user may not view or edit other users' reminders.

To add a personal reminder for a task, follow these steps:

1. From the task list screen, select a task that you want to edit.

2. Press the edit icon in the top bar to view the task details.

3. Press the add reminder icon located next to Personal Reminder.

4. Select the desired reminder date and press OK.

5. Select the desired reminder time and press OK.

To remove a personal reminder from a task, follow these steps:

1. From the task list screen, select a task that you want to edit.

2. Press the task summary bar immediately below the top bar to view the task details.

3. Press the remove reminder icon located next to Personal Reminder.

Any user with access to a task may add or remove a task Watcher. To understand which users have access to which tasks, see the Task Permissions section below.

Watchers are users other than the Issuer or  Assignee that have access to the task to contribute to the discussion or take actions on the task.

To add a task watcher, follow these steps:

1. From the task list screen, select a task that you want to add a watcher to.

2. Press the edit icon in the top bar to view the task details.

3. Press the add user icon located next to the Watching heading.

4. Enter a Username into the Add a username field. A Username must be a Plete user. Note that letter case is ignored for Plete usernames, so don't worry about getting that right. Phone Numbers cannot be added as watchers.

5. Press Add Watcher.

To remove a task watcher (may be yourself), follow these steps:

1. From the task list screen, select a task that you want to remove a watcher from.

2. Press the task summary bar immediately below the top bar. It will expand to a full screen view of the task details.

3. Under the Watching heading, press the remove user icon located next to the Username or Phone Number you would like to remove.

Plete tasks allow messaging among task collaborators. To send a message, follow these steps:

1. From the task list screen, select a task that you want to send a message on.

2. Enter a message at the bottom of the task screen.

3. Press the send icon next to the message you entered.

The message is now available for any user with access to the task to view. To understand which users have access to which tasks, see the Task Permissions section below.

To see more recent task messages, pull down to refresh on mobile web or refresh the page on desktop. If you are opted in to notifications, the messages will update automatically.

The Assignee Awareness Indicator is an envelope that may appear next to the task assignee in either the task list screen or task screen indicating the following:

• Closed Envelope: The assignee has access to the task. If the assignee is a Plete Username, the task is listed in the assignee's To Do list and an app notification was sent. If the assignee is a Phone Number, a text message has been delivered that notified the assignee of the assignment and provided a link to access the task. If the assignee is an Email Address, an email has been sent to notify the assignee of the assignment and provided a link to access the task.

• Opened Envelope: The assignee has opened the task.

• Missing Envelope: The assignee is a Phone Number and the text message delivery of the assignment is not yet confirmed.

Users that have access to a task have one of three roles:

• Issuer: The issuer created the task and cannot be changed.

• Assignee: The user that is currently assigned to complete the task (may also be the issuer).

• Watcher: Any other user with access to the task.

Tasks are collectively managed by all users that have access to the task. Any user with access to the task may take any action on it.

Plete users gain access to a task in one of three ways:

1. Creating the task and assuming the Issuer role.

2. Being assigned to the task in the Assignee role.

3. Being added as a Watcher of the task.

When a task is reassigned, the previous Assignee assumes the Watcher role and retains access to the task.

Only a Watcher may be removed from a task. To remove an Assignee, first assign the task to someone else. The previous Assignee will then be a Watcher and may be removed.

A task exists as long as any user has access to the task.

Task messaging history provides an audit trail of all task events, including access changes.

If you have forgotten your username or password and you previously registered a phone number or email address with your account, you may use your phone number or email address to recover your username and change your password. Follow these steps:

1. Open the Plete mobile app or visit Plete on the web at plete.app .

2. Press Sign In with Plete.

3. Press Forgot username or password?

4. Choose either Lookup by email or Lookup by phone to begin account recovery.

5. Enter the phone number or email address associated with your account into Phone Number or Email Address and press Continue.

6. You will receive a verification code to your phone number or email address. Enter that into Verification Code and press Continue.

7. Your username will be displayed. You may go back to login or proceed to create a new password.

8. Enter a Password between 8 and 64 characters composed of uppercase and lowercase letters, numbers, and symbols. The password may not begin or end with a space.

9. Repeat your password in the Confirm password field to confirm it and press Continue.

10. You will arrive at the Sign In screen. Sign in with your username and password.

If you want to permanently delete you account, follow these steps:

1. Open the Plete mobile app or visit Plete on the web at plete.app .

2. Press the menu icon in the upper left.

3. Press Edit Profile.

4. Press Delete Account.

5. Confirm that you want to delete your account by pressing Delete Account in the confirmation popup.