Planning basics

Choose the right structure for your plans

1. Name the action or result you want to keep track of.
2. Choose a Task for a single action, a List for related Tasks, a Project for a result, or an Area for an ongoing responsibility.
3. Create the records you need and choose their parent through Parent or Add to in the editor.
4. Use Linked when you want to include existing records inside the container you are editing.
5. Save, then open the container to check that its contents match your plan.

Make a plan you can use today

1. Open Today and look at the Tasks and Habits already due. Compare them with the time you actually have.
2. Capture anything missing. Use a concrete name such as “Send the revised quote”, then add a date or time when it matters.
3. Open your active Projects and choose the next useful action from each one that needs attention today.
4. Keep later work in its List, Project, or Area. Assign today’s date to the work you intend to do today.
5. At the end of the day, record completed Tasks and Habit progress, then decide what to do with each unfinished commitment.

Before you finish

[ ] Today contains a realistic selection of work, including already scheduled Habits.
[ ] Time-bound commitments have the intended dates and reminder times.
[ ] Active Projects have a next step you can understand when you return.