Tasks are one of the core objects in Routine. They represent actions you need to complete at some point.
There are two types of tasks in Routine: regular and recurrent tasks. In both cases, tasks are composed of a title (or name) and an optional description (in the form of a note).
Every task belongs to a parent, be it another task, a page, an event, a person, etc. In some cases, however, a task does not belong to another object. We refer to those as root tasks. For more information on that topic, please refer to .
Regular and recurrent tasks can be created through the Console, either by opening the Dashboard or in the app itself.
Also, when creating a regular or recurrent task through the console, you can specify the parent object in which the task will be stored. Please read Console for more information.
π Regular Tasks
To create a regular task, type the name of the task in the console and press β΅
to validate. The new task will be created and saved in your Inbox.
On mobile, the process is very similar: tap the +
button, enter a name and press Save
Tasks can also be created in the form of checkboxes, being in a task description, an event's private notes, a page, or a person's profile. For more information, please refer to Write & edit notes.
You can perform a number of operations on regular tasks, among them:
- Rename: press
β΅
to edit the name of a task in a list (e.g., Inbox); a task's name can also be edited when the task is open - Open: double click the task in a list or use the open button when provided (e.g., in notes); alternatively, you can always use the
β/^
β΅
keyboard shortcut to open a task. - Describe: when a task is open, and there is no description, just press
β΅
or select a template to add a description. - Complete: tick the checkbox or use
β/^
E
orβ/^
.
to mark a task as complete - Wonβt do: click
Wonβt do
in the...
submenu or use theβ/^
β§
I
keyboard shortcut - Schedule: click the calendar icon or use the
β/^
L
keyboard shortcut to schedule/reschedule or allocate time for a task (see Schedule tasks for more information) - Postpone: click the postpone icon or use the
β/^
P
keyboard shortcut to postpone a task to a later week (see Postpone tasks for more information) - Delete: open a task and use the
Delete
action in the...
submenu or through theβ/^
β«/β‘
keyboard shortcut
π Recurrent Tasks
Recurrent tasks get created through the use of the every
keyword. Unlike regular tasks that get saved in the Inbox for you to reconsider later, recurring tasks inherently have a notion of time, the recurring frequency.
Recurrent tasks can be specified a starting and ending date through the use of the starting
and until
keywords.
The recurring task being created can be considered as the origin object. Whenever the frequency is reached (e.g., daily, every Friday, etc.), a regular task gets automatically created based on the recurring task.
As a result, if you create a daily recurring task with a description that contains, say, an image; every one of the recurring instances (which are regular tasks) will have a copy of the image in their own description.
The operations that you can perform as recurring tasks are slightly different from regular tasks:
- Rename: press
β΅
to edit the name of a task in a list (e.g., Inbox); a task's name can also be edited when the task is open - Open: double click the task in a list or use the open button when provided (e.g., in notes); alternatively, you can always use the
β/^
β΅
keyboard shortcut to open a task. - Describe: when a recurrent task is open, and there is no description, just press
β΅
or select a template to add a description. - Edit: to change the frequency of a recurrent task, click on the frequency (e.g.,
Daily
) to change it - Pause: to stop a recurrence, click on the
Pause
button; in effect, no more occurrences will be created leading to the recurrence to automatically complete at the end of the cycle. - Resume: if a recurrence has been stopped, you can restart it and new occurrences will be created in the future following the recurrence's frequency.
- Delete: use the
Delete
action in the...
submenu or through theβ/^
β«/β‘
keyboard shortcut