Routines & plans

The Routines & Plans page has two sides, switched with the Routines / Plans toggle in the header:

• Routines — recurring check-ins you do on a rhythm (daily, weekly, monthly).
• Plans — time-boxed collections of items for a week, month, or year.

Routines

Routines are grouped into three cards — Daily, Weekly, and Monthly — each showing a completion count and progress bar.

Add a routine

1. In the Daily, Weekly, or Monthly card, type into Add a routine….
2. Optionally open the options panel (the gear) to set a schedule (see below).
3. Press Enter. The field clears and stays focused so you can add several quickly.

Set the schedule

The options panel adapts to the card you’re in:

Control	What it does
Time	An optional time of day; leave blank for no specific time
Every N	Repeat every N days, weeks, or months. With an interval above 1, a from date sets the anchor
Weekly days	Toggle the weekdays a weekly routine should fire (Sun–Sat)
Monthly — on dates	Pick one or more days of the month (for example the 1st and 15th)
Monthly — on weekdays	Pick positions (first, second, third, fourth, last) plus a weekday — for example the first and last Friday
End date	Permanently stop the routine after a date
Pause	Temporarily suspend it (preset 1 week / 2 weeks / 1 month, or a custom date)

tip

For a monthly routine, picking more than one date or position makes it fire several times a month — handy for things like “1st and 15th” bills or a “first and last Friday” review.

Reading a routine row

Each routine shows a checkbox to mark it done plus two schedule chips: a muted cadence chip that describes the rule (“Every day”, “Mon, Wed, Fri”, “Day 1, 15”), and an accent due chip — a solid Today pill when it’s due today, otherwise the next date as Thu 6/3. You may also see a time, an “ends” date, a “paused until” date, a linked note, and colored tags.

Hover a row for more actions: link a reference note, move it between Personal and a workspace, edit, or delete.

note

The Daily card only lists routines due today; daily routines on a longer interval show as muted Upcoming previews so you can still see them coming. Weekly and monthly cards always list their routines for planning.

Pause, end, and reactivate

Pausing hides a routine until its resume date; ending stops it for good. Nothing is lost either way. Ended routines move into a collapsible Inactive card below the grid, where you can Reactivate (bringing them back onto your schedule and calendar) or delete them — handy for something like a peptide cycle you run every few weeks, end, then pick up again later. A paused routine simply steps aside until its resume date and comes back on its own; you can also Resume it early at any time.

Reference notes

Click the note icon on a routine to attach a reference note — a checklist, a script, a recipe. It opens in a quick read-only pop-up so you don’t lose your place. See Notes & stickies.

Plans

The Plans tab holds time-boxed collections. A plan covers a specific week, month, or year (great for birthdays and annual tasks), and rotates out of view once its period has passed.

Create a plan

Click Add a plan, choose Week / Month / Year, pick the period, optionally name it, and click Create. Past plans tuck into a collapsible Past plans section.

Add items

Type into Add an item… and press Enter. Before adding, you can:

• set a default tag that auto-applies to every new item,
• tag the single item, and
• give it a date and time — for week plans you tap a weekday; otherwise you pick a date, and an optional time appears (leave it blank for an all-day item).

Item rows show a Today / Thu 6/3 date pill, an optional time, and tag chips. Click a tag chip to filter the plan to just that tag. Checking an item completes it.

note

Plans and untimed checklists share the same item design. For grocery-style lists that never expire, see Lists. To file an item into a plan in one line, use Quick capture with a plan: prefix.

Plans, lists, and routines can all be shared with a workspace for shared completion, while your tags stay personal — see Workspaces & sharing.