Getting Started with Actions

All About Schedule

With Actions, the majority of your time will likely be spent in Schedule, which displays your tasks in chronological order. Starting with today, you’ll see a schedule for the next seven days, as well as “Later,” which contains tasks further in the future. Action Cards that appear in Schedule will be outfitted with their List color.

Whether you create an Action Card in Lists, Schedule, or Logbook, anything assigned a date will make its way over to Schedule under its date. Each day is represented by a header stating its date and day of the week, visibly separating each day while flowing your schedule together on one screen.

Creating Action Cards

There are three ways to create an Action Card:

  1. Tap the plus icon,
  2. Swipe down on the screen, or
  3. Tap or click the blank space below a date

Once you begin the creation process, you can enter a title, choose a List, select a day, and create reminders before adding the Card to your Schedule. As you’re writing a title, you’ll see the assigned task date at the bottom of the Card.

Editing Action Cards

When you need to make changes to an Action Card, you can do so by tapping or clicking on the Card in Schedule. Tap or click the Card’s title to change it, or tap or click on the reminders or notes sections to add more information.

On mobile, Action Cards in Schedule can be acted on through gestures, including marking as complete, deleting, or rescheduling. Because Schedule is the default screen on launch, it’s probable that you’ll do many of these actions right from this screen.

Moving Action Cards

Right from Schedule, you can also move tasks to Lists, Logbook, or another day on your schedule by tapping and holding on an Action Card until a shadow appears below, then dragging and dropping it to your desired location (moving to Lists and Logbook is currently iOS-only). On the iPad and Web versions of Actions, this is even easier – where you have to use another finger to navigate the interface during drag and drop, the extra screen real estate means you can typically drag and drop without tapping another option.

Later

In Schedule, the “Later” option is perfect for when you know you need to do something, but just aren’t sure when you want to get it done. By assigning a task to “Later,” it will automatically be set for the next Sunday; however, this is meant to be used as a silo for tasks meant to be tackled at a later, undecided date.

This Week

Like “Later,” “This Week” is meant to be a catch-all for tasks that don’t have a specific due date, but need to be completed this week. Although “This Week” will add the task for the upcoming Saturday, Actions will treat the tasks put in this category to be due sometime this week.

Timepage Events

With the Timepage integration in iOS, your calendar events will appear on Schedule under their respective days. The events will show their time, calendar color, and title. Tap to open the event in Timepage.

Review Mode

When a scheduled date with assigned tasks pass, the actions will appear for review in Review Mode. At the top of the screen, you’ll see a number next to the icon, signifying the number of overdue tasks. Tap the button to enter Review Mode.

Under “Actions to Reschedule” will be a stack of overdue Action Cards for you to either reschedule, delete, or mark as complete. On the foremost task, swipe up to select a reschedule date, swipe down to delete, or swipe right to left (or left to right) to mark as complete.

Review Mode is an unintrusive way to stay reminded about previous tasks, while also functioning effectively as a tool to keep you on track.

Note: Review Mode is only supported in the iOS version of Actions.