Nothing else needs setting up: a name typed as an owner, a list or a tag joins its value list, or set them up ahead under Settings ▸ Value lists.
Today is what is late, due or waiting on others; Items is all the work; Meetings, People and Lists open a page for each. Every list of items shows as a grid, a list or a board. Pin (★) a meeting, a person or a list to the sidebar; on Items the ★ saves the view as it is.
| Status | Three ticks — Doing, Done, Archived — and the highest one set is the status. None set is To do, or Future while a snooze date or an input holds it back |
| Actions and notes | Every item type is one or the other. A note — a quote, a takeaway — has no status, owner or dates, stays off the board and stays on the meeting it came up at. Items opens on actions; the Kind filter brings the notes back |
| In a box | ↑ goes to the start of the text and ↓ to the end. In a list cell, pressed again there, they move to the row above or below |
| Dates | Type 3/11, 3/11/26, today, fri, next mon, Mar 11, +7, +2w, in 3 days, next week, eow or eom. Weeks run Monday to Sunday |
| Typing a title | / lists everything a title can set — type a few letters of one, or of a type, and Enter. Each has its own key too: @ an owner, # a tag, ! a priority, > the meeting to discuss it at, due a date; the values come up as you type. The search box reads @, # and ! as filters |
| Filters | Item lists have Active, Open, Done and All beside the search; the Meetings, People and Lists rosters have Active, Archived and All. The funnel has the rest, and ✕ clears them |
| A row | Under the pointer, the end of its title carries Open details, which opens the panel, and the ⋯ |
| On a phone | The ☰ at the start of the title row brings the sidebar in. Tap a row for its Open details and ⋯; tap the cell again to edit it |
| The right button | On a row, a card or a header it is the same menu as the ⋯. With several rows selected it sets the owner, due date, list or tags of all of them; on a cell it offers Show only and Hide that value |
| Comments in the list | Turn on the Comment column from a header’s ⋯ (a meeting shows it already). It shows the newest comment; rest on it to read them all, and click in it to add one |
| The board | Columns shows statuses, owners, lists or priorities, and on a meeting its bands. Drag a card to another column to hand it over — or use the arrows and Ctrl+← / →, or Move to on its ⋯; a held card drags to Doing, never To do. On a meeting, drag a card into Discussed to tick it, or back out to untick it |
| Inputs and outputs | What has to clear before an item can start, and what it holds back in turn: on the item panel under the description, or in the Inputs and Outputs columns, one tick away under a header’s ⋯. Type row numbers, an item’s name or, for an input, a date, as in 3, 5SS, 9/30; a name nothing has yet offers Add item. A number clears when that row finishes, SS when it starts |
| Notes about a person | Dated records in the pane beside their items, newest first. Rest the pointer on their name anywhere to read them or add one; a note written from a meeting’s page says which meeting |
| A standing topic | Keep on the agenda on the item panel (under the Meeting line) or the row’s menu keeps a topic put down for a name after it is discussed, so it is up again next time until it is finished or the tick comes off |
| Looking back | ⋯ ▸ Print a review… on Today: finished, decided, raised and still late over a period, with the meetings held. Print the series… on a meeting is every meeting of its name. Print decisions is on a meeting, a list, a person and Items; which types are decisions is the Decision log tick under Settings ▸ Item types |
| Templates | Ctrl+. in any text box inserts one or saves the text as one; edit them in Settings ▸ Templates |
| A locked meeting | Unlock it for a correction; it locks again when you leave it. Its items stay live everywhere else |
| Changed your mind | A delete offers Undo, and Ctrl+Z works after — on filters too. An import, restore or clear keeps a copy first, under Settings ▸ Your data ▸ Restore a copy |
| Duplicates | Two people, or two meeting names, that are really one: ⋯ ▸ Merge into… on the one to fold away |
| Sizes | Drag the right edge of the pane beside a meeting’s, a person’s or a list’s items, or the panel’s left edge; double-click to reset. The button at the pane’s corner folds it to a strip |
| Anywhere | |
| Ctrl+K | Go to any meeting, item, person, list or one of the six places, find a phrase, or do things like export and switch theme; with nothing typed, the things opened lately; > lists the things to do |
| N / M / ? | New item / new meeting / this sheet — outside a list. On a meeting’s page M is the next meeting of its name |
| Ctrl+Z / Ctrl+Y | Undo / redo, filters included (Ctrl+Shift+Z also redoes) |
| Ctrl+F | The page’s search box |
| Ctrl+P | Print the meeting, person, list, Items or, on Today, the week |
| Ctrl+B | Collapse or expand the sidebar, outside a text box |
| Alt+← / Alt+→ | Back / forward |
| Shift+F10 or the Menu key | The menu for the row, card or header you are on |
| Enter or Alt+↓ in a field | Apply what was typed; with nothing typed, open its values or calendar |
| Ctrl+. in a text box | Insert a template |
| Esc | Close a menu, a dialog or the panel |
| In a list | |
| Arrows, Home / End, PgUp / PgDn | Move the cell cursor; Ctrl+Home / End go to the corners |
| Shift+arrows, Shift+click, Ctrl+click, Ctrl+A | Select rows, across the groups; an edit or a status step then applies to all of them |
| Type, F2 or double-click | Edit the cell; a double-click on a read-only cell opens the row |
| Enter or Alt+↓ | The cell’s list of values, or its calendar |
| Tab / Shift+Tab | Commit and move right / left |
| Esc | Cancel the edit, clear the selection, then close the panel |
| Delete / Ctrl+Delete | Clear the cell on every selected row / delete the selected items |
| Ctrl+C / Ctrl+V | Copy / paste; a paste fills a selection line by line |
| Ctrl+Alt+C | Copy the selected rows as a table, every column showing, for Excel or an email |
| Ctrl+D | Fill the first selected row’s value down the selection |
| Alt+Shift+↑ / ↓ | Move the row a step within its group |
| Ctrl+Enter | New row below |
| Alt+Enter | Open details: the row in the panel. Again, into the panel; from the panel, back to the row |
| Space on the Title or Status cell | Step the status: To do → Doing → Done |
| Alt+D (D alone on a board card) / Alt+A on a meeting | Mark discussed / put it up for discussion or take it off |
| Enter or Space on a group row | Collapse or expand the group; Ctrl+Shift+← / → every group |
| Ctrl+↑ / Ctrl+↓ | Group row above / below |
| On a meeting, the board and the panel | |
| Ctrl+Enter in the notes | New item in the list; Alt+N goes back to the notes — on a person’s page to the note box, on a list’s to what the list is for |
| Alt+PgUp / Alt+PgDn | The meeting before / after this one in its series |
| Arrows on a card | The card above, below or level with it in the next column; Ctrl+← / → move the card to the next column |
| Space / Enter on a card or a Today row | Step its status / open it |
| Alt+↑ / Alt+↓ in the panel | The item above / below in the list behind it; ← / → on the tab strip change the tab |
| Alt+↓ on a name | The notes about that person |
| Ctrl+Enter in a comment or note box | Add it |
| Ctrl+Alt+1 in notes | A heading, or a paragraph again |
| Tab / Shift+Tab in a bulleted list | Indent / outdent the line |