To-do
A plan is one markdown file (docs/plans/) and a to-do is a checkbox line in it. The file is the source, so you can edit it in the Files tab “Plans” folder or have the AI write a plan, and the To-do tab shows it as is.
## This week
- [/] Send the quote comparison to three vendors
Use v2 prices. List shipping separately.
- [ ] Write review notes for drawing revision C
- [>] Get the sample shipping address back
- [x] Gather VAT filing documents| Mark | Column | Meaning |
|---|---|---|
[ ] |
To do | your turn |
[/] |
Doing | started |
[>] |
Waiting | someone else’s turn (a reply, an approval) |
[x] |
Done | finished |
Indented lines under a checkbox are that to-do’s note. ## headings are the groups in the list view.
Left — “All” at the top (every plan + team requests), “Team requests” when there are teammate requests (received and sent, answered ones too — with the count to answer), then the list of plans, each with what’s left and a progress bar. “+ Plan” creates a new plan.
Three views — “List | Board | md” at the right of the header (“md” only when one plan is selected).
- List — the plan in file order (finished to-dos stay in place, struck through). Under “All”: unfinished team requests (to answer or awaiting answers), then the open to-dos of each plan. ↑↓ moves, Space marks done or back.
- Board — a four-column kanban. Drag a to-do to another column and its checkbox mark in the file changes. Dropping a file from the files drawer onto a to-do card (board or list) adds an
@pathline to that to-do’s note. - md — the plan file itself (the selected to-do’s line highlighted). “Edit in Files” opens the editor.
Click a to-do to edit its title, column and note, or remove it, in the side panel. Only that line of the file changes, and removals can be undone from the Files history. If the same file was edited elsewhere and the line moved, nothing is overwritten: you’ll see “The plan file changed” and it reloads.
The add box — adds to the selected plan (end of its first group), or under “All” to the “My to-dos” plan (created if missing).
Ask the chat AI — “mark the comparison table done in the October quotes plan” changes just that one line. Say a date (“by Friday”) and it sets the due date too. A to-do with a due date has a calendar icon next to the “Due” field that opens that day on the calendar.
Team requests (projects with a team) — all of them under “Team requests”; “All” in list view shows the unfinished ones (the board view also shows finished ones in “Done”). Requests to you sit in “To do” (red line); answering yes or no moves them to “Done” (click again to change your answer). For now there is one kind, “please delete this team file”, and Yes deletes the file on your device (you can undo it in Files). Requests you sent stay in “Waiting” until every teammate answers, showing who said what. The sidebar “To-do” shows how many requests are waiting for you.
Secure share requests — a teammate asking for values (items like name or career) from your shareable files. Only you (the recipient) see it; other teammates don’t. The card shows who asks, what for and which items, and lets you narrow where to look with the checkboxes or widen it with Add file — a file you add becomes shareable (same as right-clicking in Files, where you can revert it). Approve and your AI looks only there and organizes the values (with Settings → Secure share “Let me check before sending” you see and can edit them, or “Don’t send”), then sends them only to the requester’s device — files never leave. If their device isn’t on within 2 hours of approval, the values are dropped. With nothing marked shareable, the card offers “Add file” and “Open Files”. Requests you sent show their state only — sent · approved · declined · arrived · completed · time ran out · their device couldn’t organize the values. Such requests are sent not by a button but by the chat or team AI (“get … from X’s files and fill it in”) or by a workflow. When the values arrive you get a header notice and the card moves to To do. The values live only in this device’s memory and vanish when the app quits or time runs out, so if the AI didn’t make a result, press Save as document — it writes one md table under notes/, the only place the values stay (AI can’t read that file). Afterwards Open opens the result.