Plan and Execute

Notes are not meant to be left on a shelf, forgotten and abandoned; they are meant to be revisited, refined, and put to use. The good practice is to review your notes regularly, to put some to archive, delete or make an actionable plan out of your ideas.

The first thing that can help with this is the Areas and Workspaces structure in TaskScale. When you want to improve a specific area of your life, simply open the corresponding section of your outline and walk through it. This will put you back in context, making it easier to pick up where you left off and continue progressing seamlessly.

When you're ready to act on your notes, it's time to start planning. From our experience, nothing works better for this than free-text entry in the outline. This approach combines the flexibility of a text document with the structured organization of nested tasks and projects.

You can start with a list of top-level tasks, break each one down into subtasks, and continue refining them into even smaller steps. At the lowest level, each task becomes a clear list of actionable items. For added convenience, you can convert an entire branch into a project or checklist, allowing you to track progress and mark items as completed as you go.

And TaskScale has more features to manage your tasks even easier.

Daily Planner

The Daily Planner is a dedicated page for your most important and current tasks. It's typically used to list tasks scheduled for today, but it can also serve as a place for key notes you want to revisit daily.

Since important notes may be buried deep within your outline, you can easily add a Soft Link to bring them into your Daily Planner. This way, the note remains in its original place within your structure while also being visible in your daily workflow.

To stay on track, you can schedule an email reminder to arrive each morning, ensuring you start your day with a clear view of your priorities and planned tasks.

Next Actions

The Next Actions concept comes from the GTD (Getting Things Done) methodology. In simple terms, it refers to the first or next action in a project's task list that is ready to be executed.

TaskScale provides a dedicated Next Actions page, where you can view all the next actions from all your projects in one place. This makes it easy to review tasks across multiple projects and select the most appropriate one for your current work session.

For even more focus, you can filter Next Actions by Area and Workspace, ensuring you see only the tasks relevant to your current priorities.

Scheduled and Repeating Tasks

Time adds dynamics to the planning of your tasks. Some tasks must be done on a specific date and time. Others can be done only after some date arrives. And some tasks are to be done on a regular basis. You can't clean the house just once, unfortunately. TaskScale helps you with handling theses kind of tasks.

TaskScale helps you with handling theses kind of tasks.

Due Date and Start Date

Every node (or line of text) in the outline can have both a Due Date and a Start Date, which you can find in the right panel when selecting the node.

• The Due Date indicates when a task must be completed.
• The Start Date specifies the earliest time a task can be started.

When a Due Date is set, it becomes easily visible within the outline, helping you stay aware of deadlines. Additionally, both Due Date and Start Date tasks automatically appear on your Daily Planner page, ensuring you never miss important tasks when their time comes.

Repeating Tasks

When you have a task that needs to be done regularly, TaskScale's Repeating Tasks feature comes into play. In the right panel, you can set a task as Repeating and choose how often it should repeat.

When the scheduled date arrives, a new node is automatically generated under the repeating task. You can mark it as completed, allowing you to track your progress over time.

Additionally, repeating tasks appear in your Daily Planner as soon as they are created, ensuring you never miss an important recurring task.