Care to-dos

Caregiving is full of small, concrete follow-ups: call the pharmacy back, send the school form, schedule the labs the doctor mentioned, mail the insurance appeal. None of them is hard on its own. The trouble is holding all of them in your head at once.

Care to-dos give you a place to set those follow-ups down. The app calls a single item a To-do, and they all gather in one calm list called To-dos. That's the whole idea: capture the loose thread the moment you notice it, then let CareHaven remember it for you. Available

What a to-do is (and isn't)

A to-do is a finite task you do once. You call the pharmacy, you check it off, it's done. Refill a prescription, send a form, book an appointment, follow up on a referral, return a phone call — one-and-done jobs like these are exactly what to-dos are for. More of the same: refill the seizure rescue med, call the insurance about the appeal, bring the IEP draft Thursday, ask the neurologist about the new twitch — finite things you do once and they're done. CareHaven gathers them all into a single To-dos list so they stop living on sticky notes and in your head.

A to-do is not a generic, do-everything task manager, and it's not for the things you do over and over. A morning medication round, a bedtime wind-down, a daily stretch program — those are repeating rhythms, and they belong in Routines, where you can check off the steps each day. To-dos are for the one-off follow-ups that fall outside the routine. If you find yourself re-adding the same to-do, that's the sign it should be a Routine instead — and you don't have to re-type it from scratch to make the switch; see Turn a to-do into a Routine below.

The gathering is the point: instead of one loose end on a sticky note, another in a text to yourself, and a third you're just trying to remember, every one-off lands in the same To-dos list, so nothing has to live in your head.

Each to-do can carry a plan for when — a day you plan to do it, or a firmer must-be-done-by date (or both) — plus a note, short tags, and a Care context (the person it's about, or General). From there you can break a big one into steps, group related ones into a Project, start from a ready-made or your own template, type it fast with quick shortcuts like !important or #tag, turn on an optional reminder, sort or filter your list, park something with no date under Someday, see your weekly wins, and let a to-do ride along in a handoff so whoever steps in knows what's still open — each covered in its own section below.

To-dos vs. Routines. A to-do happens once. Anything that repeats — a daily morning checklist, a weekly bath, a nightly meds run — belongs in Routines, not here. To-dos do not repeat on a schedule on their own, though you can convert an eligible one into a Routine when it turns out to be a recurring job — see Turn a to-do into a Routine.

The short version: if you'll do it once and be finished, make it a to-do. If you'll do it again and again on a set rhythm, set up a Routine instead (or convert the to-do once you notice the pattern).

Add a to-do quickly

When a follow-up crosses your mind, you don't have to go hunting for the right screen — there are two quick ways in, and they both reach a To-do composer:

1. Tap the round + button (bottom-right, or in the Timeline toolbar) and choose To-do — a quick composer opens. Or, in the Schedule tab, tap the + in the calendar toolbar (it sits next to the tag icon) and choose To-do to open your To-dos list and add one there.
2. Type what needs doing. If you like, set a due date — a day on its own, or a day and a time — add a note, and choose the Care context (the person it's about, or General).
3. Tap Save. It lands in your To-dos list, and if you gave it a due date, it shows up on that day in the calendar too.

Two ways to the same +. The floating round + on your home and Timeline screens and the + in the Schedule tab's calendar toolbar both offer To-do. The floating + opens a quick composer; the Schedule + opens your full To-dos list so you can add one in context, right alongside everything else that's already open.

Quick-entry shortcuts — !important, !safety, #tag

When you're typing fast, you can fold in a couple of extra details without leaving the keyboard. In the quick-add field (or To-dos → + → New to-do), try typing something like:

Refill #meds !safety tomorrow

As you type, CareHaven quietly reads out three kinds of shortcuts and lifts them out of the text:

• #word — a word that starts with # and is followed by a letter (like #seizure or #school) becomes a tag, and the #word disappears from what you typed. A # followed straight by a digit (like #5 or #2024) is left alone as plain text, so numbers you actually meant to type stay put. You can add up to 10 tags this way, and each is shortened to 30 characters.
• !important or !safety — type either word on its own, with a space on both sides, and CareHaven sets that to-do's priority and removes the word from the text. If a to-do reads as both, !safety wins.
• A recognized date or time — words like "tomorrow" or "5pm" still lift into a rounded date chip that appears below the field, with a small "x" if you want to remove it.

If something reads as safety-related — a safety word, !safety, or a tag CareHaven recognizes as safety-related — and you also typed a date, it double-checks the date with you before saving, just to make sure a safety follow-up doesn't land on the wrong day. That confirmation only touches the date; your tag and priority are captured either way.

Want to add more than a title, priority, and tags right there? Tap More details to open the full composer — everything you've already typed (the priority and any tags) carries over, nothing is lost. The composer opens calm: just the essentials — the Title, a Note, who it's For (a person, or General), and a plain When summary — with a single quiet Add details you can tap to unfold everything else (Importance, Steps, Tags, Assigned to, Projects, Repeat, and "Put in a shared list…") right there in place. Nothing is missing; it's just tucked away until you want it, so the screen you first see is short and unintimidating.

A few things worth knowing:

• There's no visible chip for !important, !safety, or a #tag while you're typing — only a date gets one. The confirmation is simply the word disappearing from the field; you'll see it reflected once you tap More details or once the to-do is saved.
• Keep a space between a date phrase and a !/# shortcut ("tomorrow #school", not "tomorrow#school") so CareHaven can tell them apart.
• The safety-word list is most complete in English; Spanish (!importante/!seguridad) and French (!important/!securite) recognize a shorter, curated set for now, and other languages fall back to the English words. A fuller translation pass is coming.

Capturing a to-do

There are a few easy ways to add one.

• Capture one fast. Tap the + button (bottom center) → To-do — a quick composer opens. A title, and you're done; you can fill in the rest later.
• Open your To-dos. Tap Main Menu (bottom left) → To-dos to open your full list, then add one there. If To-dos isn't showing, it may be hidden for this person — go to menu icon (top left, three lines) → Settings → Menus → Main Menu to turn it on.
• "Make a to-do" from where the work shows up. A lot of follow-ups are born somewhere specific in the app, and CareHaven lets you turn them into a to-do right there, so nothing slips between screens. Available

You'll find a Make a to-do option in places like:

• A doctor-visit follow-up — the thing the appointment left you to chase down.
• An action item from your communication log — what you said you'd do after a call or meeting.
• A visit-prep question you want to remember to raise.
• A goal you're working toward.
• A medication refill you need to take care of.
• An insurance appeal or renewal that has a next step.
• An action plan step.
• A skill routine that has a one-off task attached to it.
• A document you need to follow up on.

The point of capturing it where you find it is that the follow-up keeps its context — you'll remember why you wrote it down.

Finish a to-do from your history

As you type a new to-do, CareHaven quietly offers to finish it from things you've already written — so you re-use what's there instead of retyping. Start typing in the quick-add row and a short list of matches appears just below it. Tap one and it drops the full title into the field; the keyboard stays up so you can keep going, and nothing is saved until you hit return.

Where the matches come from:

• Your own past to-dos for whoever you're adding for — the matches stay with that person. While you're on one person's to-dos, you'll never see another person's titles.
• Your General (household) to-dos, which can show up alongside a person's own list as a convenience.
• In a shared list, the to-dos already on that list — what you and your co-caregivers have added — since everyone on the list already sees them.
• In General and shared lists only, a small built-in list of household staples — milk, wipes, batteries, and the like — to speed up a grocery or supply run. Staples never appear while you're typing a to-do for a specific person.

How it picks: it completes from the start of what you typed (type at least two letters), not a hidden search, so it stays predictable. The ones you use most come first; ties break by what you used most recently. Picking a match keeps any date you'd already set, and it never reads a date out of the words it fills in — so an item like "May supplies" lands as plain text, not a date.

These suggestions are built from your own to-dos (and, in a shared list, what's already on that list) plus the built-in staples list, right on your phone. Nothing is sent anywhere, and a person's titles never cross into another person's list or out of a shared list.

Templates — starter sets and your own

When the same situation comes up again and again — packing for a hospital stay, stocking the seizure kit, walking a new aide through the routine, planning the weekly grocery run, or a list you've built for your own family's rhythm — you don't have to build the list from scratch every time. Templates are ready-made to-do lists you can drop in with a tap, then trim to fit. There are two kinds: Starter sets CareHaven ships with, and Your templates — ones you've saved yourself. Both live in the same place and work the same way. Available

Using a template

1. Open To-dos (the Schedule tab or Main Menu) and tap the + button (top right).
2. Choose Use a template.
3. Tap any row — under Starter sets for the built-in ones, or Your templates for ones you've saved — to preview its items. Check or uncheck anything that does or doesn't apply.
4. Tap the Add to row and choose where the checked items should land: General, a specific person, a shared list, or a Project. (Shared lists and Projects only show up here once you have at least one; a Project only appears if its scope matches the destination you're building toward.)
5. Tap Add N to-dos (it stays greyed out until you've picked a destination and checked at least one item).

Every destination adds the to-dos right away with an Added N banner and a quick Undo — except a shared list, which asks you to confirm first (something like "Everyone on 'Grocery run' will see these to-dos.") since it's instantly visible to your co-caregivers, and there's no Undo once you confirm that one. If you're viewing the combined Everyone list, nothing is pre-picked as the destination — choose General or a person first.

What's included in the starter sets:

• Hospital go-bag — what to pack and prepare before an unexpected or planned hospital stay.
• New aide onboarding — what to walk a new caregiver or aide through on their first days.
• Seizure-episode readiness — prep items and follow-up steps to have in place before and after a seizure episode.
• Weekly grocery staples — a rolling list of household staples to restock each week.

Each to-do created from a template is its own independent item — you can edit, reassign, or delete it like any other, and a small Template tag shows where it came from.

Seizure readiness items are preparation reminders, not emergency instructions. In an emergency, follow your crisis plan, call 911, or use your rescue medication. The seizure starter set is for the prep and follow-up work you do outside the moment.

Tip: Run the hospital go-bag set a week before any scheduled admission so nothing gets forgotten at the last minute.

Saving your own template

Built a list you'll want again — a packing list, a new-aide checklist, your own version of the grocery run? Save it once and reuse it forever:

• From a loose list. To-dos → + → Save as template → give it a name → pick an icon → check which of your currently-visible open to-dos to include → Save template.
• From inside a shared list. Open the shared list → tap + (top right) → Save as template. This always saves as a general household template — it isn't tied back to that particular shared list, so you can apply it anywhere later.

A template saves each item's title, priority, note, and subtasks — it does not save tags or dates, so you'll re-add those (or use a quick-entry shortcut) after applying it.

Managing your templates

To-dos → tap the screen title (down-arrow) → Manage my templates (near the bottom of the pull-down). From there:

• Tap a template to edit it — rename it, reorder its items with the up/down arrows, or swipe an item left to Remove it. Tap the checkmark to save.
• Swipe a template row left and tap Delete to remove the whole template (a brief Undo appears right after).

Editing a template only lets you rename it, reorder its items, or remove one — you can't change an item's wording or add a brand-new item from the editor. If you need different items, run Save as template again to capture a fresh set.

A few things worth knowing:

• Applying to a shared list is the only destination with a confirmation step, and the only one with no Undo.
• A Project only shows up as a destination when its scope (a specific person, or General) matches what you're currently adding into.
• If the person, shared list, or Project you picked gets deleted between opening the preview and tapping Add, the apply quietly does nothing — no error, it just won't go through.
• Template text you've typed yourself isn't translated — it's saved exactly as you wrote it, in whatever language that was.

Break a big to-do into steps

Some follow-ups are really a little checklist. "Set up the new wheelchair" might mean call the supplier, confirm the insurance, and book the fitting. You can break any to-do into steps — and a step into sub-steps — up to three levels deep (to-do → step → sub-step), so it matches how you actually think about it.

• Check them off as you go. Each step is open, done, or skipped. The to-do shows your progress at a glance — "2 of 5 done" (skipped steps are counted separately, never held against you).
• One tap to finish them all. "Mark all steps done" clears the whole checklist at once.
• You decide when the to-do is done. Completing it is your call — if steps are still open, CareHaven just double-checks first. Steps are there to help, not to box you in.

Steps travel with the to-do everywhere it goes — in your encrypted backup, in a handoff (which notes how many steps are done), and to your co-caregivers. If you later turn this to-do into a repeating Routine, see Turn a to-do into a Routine for what happens to nested steps.

Organize with tags

Short tags let you group and filter your to-dos your own way — "errand," "school," "insurance," whatever fits how you think about your list.

Add or edit tags while creating or editing a to-do: in the composer, tap Add details to unfold the full set, then in the Tags section type a word into Add a tag and tap Add (or hit Return), or tap one of the suggested tag bubbles CareHaven offers (built from up to 8 tags you've already used). Tap the "x" on a pill to remove it, then Save. You can also skip the composer entirely and just type #word while quick-adding a to-do — see Quick-entry shortcuts above.

Filter by tag: on the To-dos screen, tap the funnel/filter icon (top right, just left of the sort icon) → Filter to-dos → under Tags, tap any tag names you want (a checkmark appears) → Done. Active tag filters show as removable chips right under the To-dos title — tap a chip to clear it. Picking more than one tag shows to-dos that match any of them, not only ones that match all.

A few things worth knowing:

• A busy to-do row shows at most 3 small badges (safety, step progress, where it came from, its Project, and its tag, in that order of priority) — on a crowded row, the tag badge is the first one dropped. The tag itself is still saved and still filterable; it just may not show as a badge on that particular row.
• Tags are capped at 10 per to-do, 30 characters each, and are matched without regard to capital letters — though CareHaven always displays them capitalized.
• There's no drag-and-drop reordering of tags themselves; see Manual order below if you want to hand-arrange the to-dos in your list.

Whose care it's about — or "General"

Every to-do has a Care context: the profile it's about. When you make one, pick which person it belongs to — or choose General for the things that aren't about any one person (renew the first-aid kit, mail the rent, restock the pantry).

• General to-dos get their own spot — a General section in your to-do list and the "all" view — so they're easy to find without cluttering any one person's Home screen.
• You can change a to-do's context later; if it already has open steps, CareHaven confirms the change applies to the whole thing.

A to-do's Care context is also what a Project groups by — see the next section.

Projects — group related to-dos

Some follow-ups aren't one thing, they're a cluster — "Kitchen remodel," "Timmy's therapy prep," "Switch insurance plans." A Project is a folder for grouping those related to-dos together so you can see the whole cluster at once, separate from your everyday list. Available

Create or manage a Project: To-dos → tap the screen title (down-arrow) → Manage projects (the folder-with-gear icon, near the bottom) → the Projects screen lists every Project you have, grouped by who it's for (a person, or General). Tap + (top right) to create one — give it a name, pick an Icon for it, and set its For scope: a specific person, or General. To give an existing Project an icon (or rename it), tap that Project's edit/rename row on the Projects screen.

Add a to-do to a Project: open the to-do's composer or editor and choose the Project from there. A to-do can only join a Project whose scope matches its own — a Project for a specific person can only hold that person's to-dos (or General-scoped Projects for General to-dos).

View a Project's to-dos: To-dos → tap the screen title → under Projects, tap the Project's name (folder icon) — this opens your To-dos list narrowed down to just that Project's items, with the Project's name shown as an active filter chip you can tap away.

Give a Project an icon. A Project can carry a small icon so its cluster is easy to spot. You can pick one when you create a new Project; to add or change one on an existing Project, open its edit/rename screen (To-dos → tap the screen title → Manage projects → tap the Project's edit/rename) and use the Icon row. You choose from 18 care-themed symbols — Groceries, Errands, Home, Packing, Medical, Medications, School, Appointments, Calls, Meals, Health, Priority, Therapy, Feeding pump, Transport, Finances, Checklist, or Project — each tinted in CareHaven's calm sage accent (there's no color to choose, by design). The icon then shows next to the Project's name in the pickers, its list rows, and its header. It's optional — a Project with no icon shows a neutral default, never a blank. (A shared Care task list can carry the same kind of icon — see Shared Care task lists.)

A few things worth knowing:

• A to-do can be in a Project or a shared list, but never both. Moving a to-do into a shared list clears its Project membership.
• A Project's scope (which person, or General) is set when you create it and can't be changed afterward.
• If you've customized your Main Menu to hide To-dos or Schedule for a particular person, that person's Projects become unreachable too — there's no separate way in.

Switching lists — tap the title

Inside To-dos, tap the screen title (the name of the list you're currently viewing) to open a pull-down that lets you switch to any list, or jump to management screens, in one tap:

• The active person — and any other people you care for
• General — to-dos that aren't tied to anyone in particular
• Everyone — all your to-dos across every person and General, at once
• Your Shared lists — the named lists you share with co-caregivers, right here in the switcher (no separate screen needed)
• Manage shared lists — to create, rename, or leave a shared list
• Projects — tap a Project's name to jump straight to its to-dos
• Manage projects — to create a new Project or see them all grouped by who they're for
• Manage my templates — to rename, reorder, or delete templates you've saved

A list or Project you've given an icon shows it right next to its name in this pull-down, so you can pick it out at a glance; lists and Projects without an icon show a neutral default. See Projects for how to set one.

Planning — when it's due

Every to-do has one plain-language When control that captures how firm the follow-up really is. You make a single choice, and CareHaven shows only what that choice needs:

• No date — nothing scheduled. It simply waits in your list until you get to it.
• Due — the day you plan to actually do it. It can be just a day, or a day and a time, and you can ask CareHaven to notify you. If the same to-do also has a hard cutoff, tap + must be done by to add one on top of the planned day (see "Both dates on one to-do" below).
• Must be done by — a firm, must-be-done-by date with no planned day. It's date-only (no time, and no reminder in this build), and it's what drives whether a to-do reads as urgent or overdue.
• Someday — a true backlog. Choosing this clears both dates, for the "I'll get to it eventually" items you don't want cluttering your active list.

"Must be done by" is the app's word for a hard deadline. Wherever CareHaven means a firm cutoff, it now says Must be done by — there's no separate "Deadline" control to hunt for.

Both dates on one to-do. When something has a day you plan to do it and a day it has to be finished by, choose Due, set the planned day, then tap + must be done by and set the hard date. The to-do carries both — the planned day for your rhythm, the must-be-done-by date for urgency.

Set the When on a new to-do: To-dos → + → New to-do → the When row sits right in the calm essential set (no need to open Add details for it). Tap it and pick No date, Due, Must be done by, or Someday. Picking Due reveals a Due picker, an All day switch, Notify me, and the optional + must be done by; picking Must be done by reveals a date-only picker.

Set the When on an existing to-do: tap the to-do row → Edit (top right) → the same When control. Or long-press the row for quicker access.

CareHaven won't let you save a must-be-done-by date that falls before the planned Due day — it flags it and asks you to fix the dates before saving.

A few things worth knowing:

• The must-be-done-by date never carries a time, even if the Due day on the same to-do does.
• A must-be-done-by date on its own doesn't produce a reminder in this build — Notify me lives under Due only.
• Choosing Someday clears both dates with no confirmation — if that was a mistake, leave the screen without saving to back out.
• In a shared list, Someday isn't offered — a shared errand list is for things the circle is actively working, not a personal backlog. Your choices are No date, Due, and Must be done by, and (as anywhere) you can still tap + must be done by under Due to carry both dates.
• The plain to-do details screen (before you tap Edit) now shows only the fields you actually set — an untouched field is left off entirely, so there's no empty placeholder to read past. For and Status always show; a Must be done by date and any Tags you set now appear as their own rows, and a Safety importance always shows. The countdown and the Someday state still read from the list row's badge, or once you open Edit.

How the list is organized

To-dos are grouped by urgency so the things that need you most float to the top. From top to bottom:

• Overdue — past their hard date
• Today — due today
• Tomorrow, then each named weekday for about a week out
• Later — anything further out than that
• Anytime — no date set at all
• Someday · N — a collapsed backlog at the bottom (tap to expand it)
• Done — a collapsed footer at the very bottom; tap it to see what you've already finished

Whichever "hard date" decides Overdue and Today, it's the Must be done by date if the to-do has one, otherwise the Due day. Empty groups simply don't show a header, so the list never feels padded with blank sections.

Safety-related to-dos float to the top of their group with a small coral marker, so an urgent safety follow-up is never buried.

When everything in the current list is handled, the screen shows a calm "You're caught up" message.

Someday is easy to forget about. Because it's collapsed by default, it's worth a peek now and then so something you parked there doesn't slip your mind entirely — tap Someday · N to expand it.

Sort your to-dos and see your weekly wins

The urgency grouping above already floats the things that need you most to the top. Sort & View lets you fine-tune how to-dos line up inside each of those groups, and choose how finished to-dos show. Your choices are remembered on this device.

Sort within each group. Tap the Sort & View button in the toolbar (the up-and-down arrows) and pick a Sort by option:

• Due date — the default. Soonest first, the way the list has always read.
• Priority — important to-dos rise above ordinary ones.
• Date added — newest first, so what you just jotted down is right on top.
• Alphabetical — by title, handy for a long grocery or supply list.
• Manual order — arrange to-dos by hand. Once picked, small up/down arrow buttons appear on each row (VoiceOver reads these as "Move up" and "Move down") so you can nudge a to-do earlier or later in its group.

Sorting only reorders to-dos within a group — it never flattens the urgency grouping, and safety-related to-dos always stay pinned to the top of their group with their coral marker, no matter how you sort, including Manual order.

A couple of things worth knowing about Manual order: it moves a to-do only within its own section (you can't drag it, say, from Today into Later), there's no drag-and-drop yet — just the up/down buttons — and the first time you switch to it, any to-dos you've never manually moved won't have a saved position yet, so the order can look arbitrary until you arrange them.

Show completed to-dos in the list. By default, finished to-dos tuck into a collapsed Done footer at the bottom. Turn on Show completed inline in the same menu to keep a Done section open at the end of the list instead, with each finished to-do shown crossed out — a calm record of what you've already cleared, always in view. Turn it back off any time to return to the tidy footer.

Your weekly wins. Down near the bottom of the list, CareHaven shows a quiet line — "You've handled N to-dos this week" — counting what you've finished in the last seven days for whichever list you're looking at. No streaks, no charts, no pressure: just a gentle nod to the load you're carrying. It only appears once you've finished at least one to-do, and it's there whether you're caught up or still in the thick of it.

The sort order and the show-completed setting live only on this phone, and the weekly count is figured right here from your own to-dos — nothing is sent anywhere.

Where your to-dos show up

A to-do you can't see is a to-do you'll forget. So CareHaven surfaces them in the places you already look:

• The Main Menu — tap Main Menu (bottom left) → To-dos to jump straight to your whole list anytime.
• A "To-dos" band on the Home screen — the open to-dos that still want your attention, gathered where you start your day. See The Home screen.
• In the calendar and day views — a to-do with a due date appears on the day it's due. A to-do that's due on a date but not at a particular time shows as an all-day item that day, so it sits with the rest of what's happening.

Who a to-do is for

When more than one person shares the care, it helps to be clear about who's picking up which thread. You can mark who a to-do is for — a particular caregiver, or Me on this device when it's yours to handle.

Use the Filter button in the toolbar to narrow the list by assignment:

• Mine — just the to-dos assigned to you.
• Anyone — everything, no matter who it's for.
• Unassigned — the loose threads nobody has claimed yet, so they don't quietly fall through.

Active filters appear as chips below the toolbar — tap any chip to clear it.

A to-do assigned to a specific person (not General) and not on a shared list is also what makes it eligible to become a repeating Routine — see Turn a to-do into a Routine below.

Reminders (only if you want them)

Reminders on to-dos are off by default. A to-do will simply wait in your list until you act on it — it won't ping you unless you ask it to.

If you do want a nudge, you can turn a reminder on for a single to-do. A few things worth knowing:

• It's per task. You choose which to-dos get a reminder; the rest stay quiet.
• It's on this device only. A reminder you set fires on your phone. It never pings another caregiver's phone — each device keeps its own reminders, the same way dose reminders work.
• It respects your phone's settings. Reminders follow your notification permissions and your Focus settings, so a to-do won't interrupt a Focus you've set to stay quiet.
• A reminder rides with the Due day, not the must-be-done-by date. If a to-do only has a Must be done by date (no Due day), it won't produce a reminder in this build — see Planning above.

To-dos in a handoff

When you hand the day to a sitter, a partner, or a relief caregiver, your open follow-ups can travel with them. A handoff can include:

• To-dos — the to-dos still open, so the next person knows what's waiting.
• Done since last handoff — the to-dos you've recently completed, so they can see what's already been taken care of.

Each of those is its own toggle, so you decide whether to include the open list, the recently-done list, both, or neither. For the full walkthrough, see Create a handoff for a sitter.

Sharing and backup

Your to-dos aren't trapped on one device.

• They sync to your co-caregivers. If you've invited a co-caregiver to a person's profile, your to-dos flow to them along with the rest of that person's care. (Sharing is opt-in, and it works the way the rest of CareHaven sync does — see Sharing care with others (sync) for exactly what flows in which direction today.)
• They're included in your backups. To-dos ride along in your encrypted backup .chbak file, so they restore with everything else.
• Your saved templates sync too. A template you save is shared across every caregiver on your account, the same way the rest of your care circle's data is.

As with the rest of CareHaven, sync is optional and off by default — turn it on and this syncs across your devices and your circle through Apple's iCloud, protected by Apple's encryption in transit and at rest and reachable only by the people you invite. See Privacy & security (in depth).

Turn a to-do into a Routine

Some families want a to-do for a simple repeating chore — "take out the recycling," "water the plants on the weekend," "replace the water filter on the 1st." The calm way to do that is a Routine, which you can check off each time it comes around, covered in the Routines section of the Daily tracking page. Routines can repeat daily, on specific weekdays, monthly (a day of the month, or the last day), or yearly (a month and a day) — which covers a pharmacy refill, a quarterly filter change, or an annual review.

You don't have to give up on a to-do and start a Routine from scratch once you notice it's really a recurring job — CareHaven can convert it for you. Available

Make an existing to-do repeat: tap the to-do's row, then, if it's eligible, tap Repeat this… → on the Repeat this? sheet, choose How often? (Every day / Weekdays / Weekly / Custom / Monthly / Yearly), optionally Set a time, then tap Repeat to confirm. A to-do is eligible when it's still open, assigned to a specific person (not General), and not on a shared list.

Make a brand-new to-do repeat from the start: To-dos → + → New to-do → set For to a specific person (not General) — a Repeat section appears — toggle Repeat this?, pick How often?, and Save.

What happens when you convert: the to-do is archived, not deleted, and a matching Routine is created in the same step. A "Moved to Routines" banner appears with View (opens Routines) and Undo (restores the to-do and removes the routine). The new Routine carries over the to-do's note, priority, assignee, and its checklist of steps.

Once it's a Routine: open the routine's editor and use its Details section to set a Note, an Importance, and an assigned caregiver. Any individual step can also carry its own short note, toggled per step.

A few things worth knowing:

• If the to-do had nested sub-steps, or steps already marked done or skipped, converting flattens those sub-steps into the parent step's note and drops their individual completion — a routine is either done or not done as a whole. CareHaven warns you before this happens; once you confirm, it's one-way (aside from the immediate Undo banner right after the convert).
• The routine's Note, Importance, and assigned caregiver are set in the editor but don't currently show anywhere else — not on the Routines hub row, not on the Run screen — you'll need to reopen the editor to see them again.
• A step's per-step note only shows while you're editing the routine, not while you're actually running through it.
• Repeat this… only shows up for a to-do that's open, assigned to a specific person, and off any shared list — if you don't see it, that's why, though the app doesn't currently spell out the reason on screen.
• Editing an existing to-do doesn't offer an inline "Repeat this?" toggle — use Repeat this… from the to-do's detail screen to convert it instead.

Related

• Appointments & calendar — the Schedule, where your To-do list lives next to the calendar
• Daily tracking — Routines, for the repeating rhythms that aren't one-off to-dos
• Shared Care task lists — the named lists a whole care circle shares, and how they interact with templates and Projects
• Caregiver tools (for you) — the handoff packet that can carry your open and recently-done to-dos
• Walkthrough: Set medication reminders — how per-device reminders work
• Sharing care with others (sync) — how to-dos reach a co-caregiver
• Walkthrough: Back up & restore your data — to-dos in your encrypted backup