Objects & actions

Objects & actions

There are a few core objects that you can manipulate in Routine: tasks, notes, events, people, pages, etc.

☑️ Tasks

Tasks are representations of actionable information. As in most productivity tools, a task has a title or name and can be extended with a description.

Unlike many products, however, a task can be extended with a description which is nothing more than a media-rich note (see below). As a result, tasks can contain subtasks, which can be extended further to contain more subtasks, etc.

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Every task can be manipulated through common actions, though some actions differ depending on the nature of the task: regular or recurrent.

As for how tasks get created in the first place, please refer to

.

Regular Tasks

  • Rename: press 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 ⌘↵ keyboard shortcut to open a task.
  • Describe: when a task is open, and there is no description, just press or select a template to add a description.
  • Archive: tick the checkbox or use ⌘A to mark a task as complete
  • Restore: untick the checkbox or use ⌘A to reverse the process and restore an archived task (see
    Restore archived items
    Restore archived items
    )
  • Schedule: click the calendar icon or use the ⌘S keyboard shortcut to schedule or reschedule a task
  • Delete: 🛑 not available yet

Recurrent Tasks

  • Rename: press 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 ⌘↵ keyboard shortcut to open a task.
  • Describe: when a recurrent task is open, and there is no description, just press or select a template to add a description.
  • ⚠️

    Editing a recurring task's description will impact the future recurring occurrences but not the past ones.

  • Edit: to change the frequency of a recurrent task, click on the frequency (e.g., Daily) to change it
  • Stop: to stop a recurrence, click on the Stop button; in effect, no more occurrences will be created leading to the recurrence to automatically complete at the end of the cycle.
  • Restart: if a recurrence has been stopped, you can restart it and new occurrences will be created in the future following the recurrence's frequency.

📅 Events

Events are fundamental components of Routine since representing things that you need to do (a.k.a tasks) that are so important that they have been reserved some of your valuable time.

It is commonly accepted that everything time-related lives in a calendar. At Routine, we believe calendars are extremely useful to overview your time over a long period e.g a week or a month. But when it comes to the day-to-day or even scheduling meetings, calendars could benefit from a more modern approach.

Events have a date, time, and duration and can have multiple participants. Nothing new here.

Routine however allows you to take private notes for those events (meeting, class, or else). Likewise, Routine bridges tasks and events by allowing you to block time for your most important tasks.

💡

For more information, please refer to

and
Block time for important tasks
Block time for important tasks
.

Events, like in any calendar product can be:

  • Create: 🛑 Not yet available
  • Open: click the event to open it or use the ⌘↵ keyboard shortcut if the event is in a list (e.g Journal)
  • Move: drag & drop the event to reposition it in the agenda
  • Resize: drag & drop the bottom part
  • Delete: 🛑 Not yet available
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📚 Pages

Pages are objects that allow users to save and organize long-term information. Unlike tasks or events, pages are not time-related and therefore do not "expire".

People often rely on pages to record information such as your plumber's phone number, a bucket list, the list of renovations to perform on your house, etc.

The actions on the pages all relate to the hierarchy. For the pages' content, please refer to notes.

  • Create: use the + button or use the menu to create a subpage
  • Open: Click on a page to open it
  • Organize: drag & drop the page to reposition it in a list or drop it on another page to nest it
  • Describe: use the keyboard arrows to select a template or press to start typing in an empty page
  • Archive: use the Archive button at the top of an opened page or the menu in the hierarchy

And because pages rely on notes, those can contain anything from text and media to checkboxes which are full-fledged tasks in Routine.

When the time comes to act, this allows you to turn any information into a task and then schedule it to get it done.

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🧑 People

🛑

Not available yet!

🗒️ Notes

In Routine, a note is anything that is used to enrich another object: task, person, event, etc.

Since notes are usually used to describe other objects, they often contain non-actionable information.

But Routine has been designed to reconcile all those objects — that usually live in different tools (to-do, notes-taking, calendar apps) — in a single and coherent product.

A note is composed of blocks of different types:

  • Text
  • Bulleted list: /bullet, or through the shortcut * or - followed by a (SPACE)
  • Ordered list: /ordered or through the shortcut 0., 1., 2. etc. followed by a
  • Section heading: /h1, /h2, /h3 or through the equivalent shortcuts #, ##, ### followed by a
  • Quote: /quote or through the shortcut | followed by a
  • Divider: /divider or through the shortcut ---
  • Embed (photos, videos, tweets, etc.): /embed
  • Task: /todo, /task, /checkbox or through the shortcut [] followed by a
  • Attachment: 🛑 not yet available

Routine differs from other productivity tools in the sense that notes can contain tasks of their own in the form of checkboxes. In other words, a checkbox represents a full-fledged task that can be archived, scheduled but also extended further with a description.

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💡

For more information on note edition, please refer to

.

Something missing? Send us a message by email, chat (see

) or through the app.