Task Management with Notion (Part 1)

This is a basic 101 overview/tour of how I use Notion for task management.
Many folks are skeptical about task management in Notion, but it's the only thing that has really worked for me personally!
Yes, it takes time to set up, but maintaining it is easy once you've got it going! There's no other tool that gives you this kind of granular flexibility, and the ability to embed this task database inside any other number of pages.
There are SO MANY nuances to using Notion for Task Management, so this is only part 1 :)
Want to understand how to put a task management process together?
Check out the Task Management Office Hours I hosted:
www.crowdcast.io/e/task-manag...
Books:
• Making Work Visible
• Personal Kanban
⚡️Go deeper with my online course, Notion Mastery:
notionmastery.com/program/
💰Join Notion Mastery's affiliate program and earn 20% commission on every sale:
notionmastery.com/affiliates/
⚡️Check out my Notion templates:
notionmastery.com/templates
☕️ Love this content and want to buy me a coffee?
www.buymeacoffee.com/7r86dYO

[@GirlKnowsTech]

What I learned from this video is: - Instead of checking the "Done" checkbox AND moving a task to "Completed", just make the checkbox a formula that if the status is Completed, then checkbox is checked.

[@Nihit]

You have literally changed how i look at notion. I love this nerdy universe!!!

[@FrannelF]

This is by far the best task management I've seen. Thanks Marie

[@alext.4131]

I appreciate your channel! Thanks for this playlist about Notion. I have find this app just 2 days ago, and instantly got it's power. Wish you to continue making videos, you are doing it well! :)

[@tomorrowkiddo]

I really appreciate you making this video. It's changed how I view Notion from being something that 'stores stuff' into a complete management system. Game changer.

[@aniketbhosale4542]

Great video as always 👍 I have implemented your previous version of Task Database for my weekly planning and so far it has worked out pretty well.Adding priority would definitely take it to the next level. Thanks for sharing 😊

[@ste23droid76]

Thanks a lot for this Notion playlist Marie. Really appreciate that!

[@MrXStitch]

Thanks Marie, another inspirational video. You've really helped me level up my Notioning, and for that I will be eternally grateful. I'm moving house in a couple of months and am using Notion as a tool for managing that, as well as my business. My first thought, when realising we were moving was "how would Marie do this?" :)

[@ThanhDo-hf3pj]

Thank you for this video. I am going to dig a little deeper into Notion. I always want to learn how to work with Notion more effectively and thanks for this.

[@dachsfresse]

Great content + very calming voice and elegant vocabulary! A lot more pleasant to watch than other notion videos.

[@maxvcollenburg]

This gave me some great ideas! Thanks!

[@radreadsco]

So good!!!! Thank you so much!

[@kevynlevine]

Really like the effort/impact measure and associated formulas

[@Tesla-Cannon]

Less than two minutes in you've introduced a formula that will totally improve how I use Notion! I too like having a Status tab and a Done checkbox. I've disliked doing it manually but adding a formula to it is genius.

[@scottperezfox]

Holy crap, never even knew formulas were an option outside of simple sums, etc. with actual numerical stuff. Worlds opening,

[@Rasoc03]

Wow!! excelente, muchas gracias!!

[@amandamboydrn4169]

Thank you so much! I am so happy I found you😀

[@michakapusta9202]

Hi Marie , Thanks. ! You explain NOTION sensationally and I understand although I don't know English very well. Greetings from Poland !

[@darrylbrooks3361]

One thing I thought about while watching your priority and pm formulas, was an idea for beginners. I've written a lot of complex formulas in excel, so I grasped it pretty quick, but for beginners, it could be more of a simple math problem. It would take a bit of experimenting but impact and effort would be numbers, then priority would be a simple multiplication problem, sorted descending. So, Impact and Effort may be 3,2,1. So, High-Low is a 9, both High-Medium and Medium Low are 6, High-High is 3, M-M is 4, and L-L=3, so that's slightly different than yours, but gives the same general effect. Just a thought, but I really like working in the Eisenhower matrix to my daily tasks. Thanks for all of your work. I'm a big fan.

[@MariePoulin]

hehe, i've already totally reworked all of this. New videos are in order... :D

[@ilkerg.8105]

Love this! Immediately copied the Impact, Effort, Priority & Priority Matrix to try it out. Also, DONE-Formula :) Saves one more step.

[@moshyization]

Hi Marie! Thank you so much for your videos! They have been really helpful in using Notion to organize my life! Would like to ask you how you manage to get that view "Marie by day", where your categories are "Today, Tomorrow, Next, Later, Recurring Weekly"? It is such an awesome addition, and would really appreciate if you could share with us how you did that. Thank you so much, and keep up the great work!

[@indradalopez]

Thank you so much!

[@ingolfby]

great videos and thank you very much for the great content. why can notion and the data there only be used rudimentary offline?

[@HippieP629]

Thank you very much MP

[@MariePoulin]

Mark P thank you for the coffee!!

[@myo3939]

@Marie - totally aligned with on todo-list on Notion where other KZbinrs still use Timepage or other tools outside of Notion which I don't get it totally.

[@hullah3000]

Hi Marie, can you make the video on Sprints that you mentioned in this video? Thanks it will be very helpful

[@Aylin-xm2vs]

Hey Marie, I`m quite new to notion, but I really like the opportunities it provides. I already created a master task list. Your videos are very inspiring for that. Can you please explain the formula of the priority column with the emojis. I love the visual structuring of the priorities. Thanks!

[@missswissdreamer]

Hello Marie, love this a lot, wondering if you ever ended up sharing the formula to have the priorities automatically calculated….

[@chrisnoble9592]

Hi Marie Thanks for providing this content, its always good to see how others build their Notion environment. What is the purpose behind the done checkbox, it looks like a binary representation of the status and I would be interested to understand why you need it?

[@eonSJeon]

Thank you for the video. Is there a formula to make the status “completed” if the done is checked off (instead of the other way around)?

[@ASegal-om6ne]

Immense Value, sub well earned

[@iziapps3426]

you are doing God's work keep going!!!

[@Mipon_en]

Where can I find the exact template and formulas that you're using? I opened the "Task Database Sample" but there are a lot of templates and I can't find the exact template that you're using in the video. Thanks.

[@katrinerb1231]

Hi Marie :) love all the inspiration. You’ve been a huge help setting up notion. Quick question - how do you deal with archiving things? Given that you have so many relations, won’t it mess everything up? Otherwise you can’t really go back and look at old stuff...?

[@MariePoulin]

Katrin Erb Sort of a long answer - will cover in another video!

[@joanneobrien2726]

Great video! How do you manage recurring tasks in notion as that's one of the main reasons why I haven't moved my full to-do list from todoist yet?

[@MariePoulin]

Joanne O' Brien I have a set of recurring tasks that are given a tag (Day: Recurring) and then I display those tasks separately on my dashboard as a list of recurring tasks. Display DB list with filter of day property = recurring

[@GoonerBuller]

Do you know to configure checkboxes to auto-check, based on the numerical values in a different column? (as opposed to a text value). Thanks!

[@tekindogan9164]

Hi There, How can I track my reading books with Notion app? Could you make a video about this? For example, readed pages, want to read pages, start date, finish date, completed, reading right now, type: science-fiction, etc

[@ConversationswiththeAI]

Awesome.. subscribed..

[@Nihit]

Please make more videos on notion, i really like the notion series by you.

[@MariePoulin]

Will do! I do also have a course you might be interested in :)

[@Nihit]

Yes I saw it, the one in March 2020, I don’t think that I can afford that , but I am on the notion mastery series and I am overwhelmed with what you have done with it

[@tomwynn921]

I started using Notion TODAY, and I'm so glad I found this video right off the bat. Love the Priority Matrix, I'm using it already! Question re: kanban view - I noticed you don't have all Properties for each task listed in each kanban card. I'd like to simplify what is viewable as well (task and Impact, for example). How did you do this?

[@MariePoulin]

you can always adjust each views properties using the 3 dots in the right hand side of your database. Choose properties - and toggle what you want to see :) this is an older video - my most recent one about project planning with energy is more up to date (but admittedly more advanced...)

[@tomwynn921]

@@MariePoulin Ahh, of course! Notion 101 - well below your pay grade ;) Thanks for the prompt response. Now to go through the library of your other videos!

[@blacksheep_77]

thanks for this one....have the master task list but still working out how to utilize it in my main hub. This should help.

[@blacksheep_77]

and I forgot this question...I noticed that you use today, tomorrow, and so on...do you not use the monday thru friday setup? It's a curious idea, if you don't. Seems like it keeps things simpler and general.

[@MariePoulin]

@@blacksheep_77 Nope - I used to use monday-friday, but some tasks are a little more flexible than others, and rather than continuing to move them through each day, I'm a little more flexible on my "tomorrow"/"next". But whatever works for you! I still have my weekly agenda where I do a good chunk of my planning and have task focus laid out by day of the week (See weekly agenda video).

[@tygi]

@@MariePoulin so, if you are "off the grid" for 2 days and you come back home, you find the same tasks in "today and tomorrow"? this means, that deadline on tasks is another story

[@MariePoulin]

@@tygi If I were going off grid - i would have moved those things to "later" and/or changed their due date.

[@blacksheep_77]

@@MariePoulin I brought in the template and have set this up on a basic level...I have to say, this is where Notion is blowing my mind. This kind of granular control of what you can see at any given point is astounding. I think this episode alone has brought the final piece of the puzzle into my setup. Also, you should do a series on formula writing. The language seems really easy to follow, it would be fun to see you do an office hours with a formula nerd...er...professional.

[@ajaychowdhery]

Is there a Part 2 as well? Can’t seem to find it

[@samighayeni9090]

This was a great video and I'm having the same question.

[@NoticeCorp]

You mentioned you'd share the formula, but we can't find it in the template you shared. Specifically interested in the effort/priority ratings and associated emoji. Thank you

[@sueburt1757]

Timestamps 08:45 and 08:52 and, if you're on Windows Ctrl+. will get you the emoji window. I hope that helps... 🙂

[@macyx79]

Hello, is it possible to change the tags relative to the check box ? for example is it possible I would like to set the tag in done state then a checkbox is checked.......thanks in advance for any reply

[@fdfgoncalves]

Hi can you share this template? Thanks!

[@stevewebster6271]

Good morning Marie Great videos on setting up Notion which I have followed along with as far as practical in relation to your specific procedure/management system and that required to satisfy my own needs. I'm sure you will agree not one size fits all but your videos are pack with useful info that combined/tweaked can be applied to other requirements. Q - Will you be dealing with file management? I'm sure I'm not alone when I say I get numerous emails containing an even greater number of files I need to reference/use to fulfill my project tasks etc. I'm really struggling with how to store these in Notion without what appears to be a very long-winded method of drag and drop then review then rename etc etc etc.. Alternative can you point me in the direction of a useful resource to answer/look at this?

[@insomniacvampire]

In “marie by day” view, is it automatically arrange into each board according to the due date? Or u need to manually assign the “day” property of each task??

[@samuelstevenson8350]

Following!!

[@EduardoWilliamsH]

was this ever answered ?

[@joseramonguzmanmartinez3890]

i was scrolling down trying to find this question... shame it is still unanswered

[@schiltuso562]

pleaaase someone answer

[@viery3654]

I think is the 2nd option, she have to manually tag tasks into 'today', 'tomorrow' etc - because we can't group by formula in board view (see the 'using dates' section) www.notion.so/Task-Statuses-65a7d364f73c4fc8ba5e878ed3eaa0c2 That is, the 'day' property isn't a formula but a select property.

[@DarrenShetler]

I think once Notion opens the API, then this will be easier because I could then get Google Calendar items into Notion via Zapier

[@myo3939]

Like your about tasks with higher impact first. It's a principle from Eat that Flog book.

[@TariqBandar]

I wanna duplicate this template please send me the link and thank you

[@darkphoenix2505]

Amazing stuff! How did you even get started setting all these up?

[@MariePoulin]

I've been working inside Notion for about a year and a half, so my task management has DEFINITELY evolved over time as I got more and more comfortable with the tool. It grows with you :)

[@darkphoenix2505]

@@MariePoulin Thanks for the encouragement! Having a blast using Notion to organise my class notes and assignments. Looking at quarterly planning for some long-term focus now

[@darkphoenix2505]

Anyway, what's the difference between projects here, and the key results you use in your quarterly planning set up?

[@hashimnaushahi]

Hi Marie! Amazing stuff as always. Can I share an idea with you for a future video? What would be the best way to share my idea with you?

[@MariePoulin]

Hashim Naushahi sure! Shoot me an email: [e-mail]

[@hashimnaushahi]

@@MariePoulin I definitely will. Thank you!

[@guusjansen]

Great Marie! Where did you get the icons you use in your formula?

[@guusjansen]

and how can you paste them in?

[@adhistie1694]

@@guusjansen if Mac users, press Control Command and Space Bar, emoji will pop up. This isn't limited to Notion only, but any platform you're using, good luck!

[@trap_musiicssj]

one question, the templates you offer cost?

[@yandoru]

Too cool to be true

[@miguelstevens3042]

The "Tomorrow", "Next" and "Later", is this from a certain planning or productivity method? I didn't see this in GTD, where did you find this way of planning? looks interesting

[@WolfPinz]

It might be from this GTD+Evernote Setup thesecretweapon.org/the-secret-weapon-manifesto/setting-up-the-secret-weapon/

[@nikhilkashyap2276]

I am not able to find the formulas. Please help.

[@tygi]

interesting to see that you "moved" parts from PARA. I assume Areas and Resources are within "Oki Doki"?

[@MariePoulin]

Ha, yes, Oki Doki is basically *SHARED* Areas + Resources. Then i have a private/personal dashboard that is all my private areas + resources, along with my embedded master task database. An update is definitely due because it has changed a lot!

[@tygi]

@@MariePoulin cool - looking forward to the crowdcast, hope I will be able to attend

[@darrylbrooks3361]

Quick Question. I'm going to carve out time for your office hours soon, but I wasn't clear about your day column. I assume that is just a text field, that you assign via drag and drop? And next is somewhere between tomorrow and someday?

[@MariePoulin]

Yes to both. I have a "day" property so i can view in a kanban board view. Next is usually my tasks for the week, and I can activate things by dragging them into my Today column.

[@heru77777]

Hi Marie! Great video as always! I was wondering. Where did you write the "Today, Tomorrow, Next, Later, Someday, Recurring weakly" on the by day kanban? I noticed that if I write them on the impact categorie i can not see what impact it had but only the categories I mentioned above. Do you have any ideas on how I am supposed to do that?

[@MariePoulin]

Jesus Kristus there is a property called day, and the kanban is organized by the day property. Check out the template provided in the video description. Boards can be organized by any multi or single select field, but you have to choose which field the board is grouped by in the database properties: click the 3 dots, group by: and choose the property of day.

[@heru77777]

@@MariePoulin Ah I figured it out, Thank you so much for the help you're a god damn inspiration! Btw I also bought your course. You truly deserve everything coming your way into the coming future. I can really see that you're a truly selfless human being by giving away all this quality content and I just want to say that I really respect you as an individual and the work that you're doing for all of us in this world. It's a truly, truly inspiring thing for me to see. I must say this as well, That I think I can speak on the behalf of everyone who is watching and enjoying your current content which is simply to say this. Thank you so, so, much for your incredible contributions to all of us with your notion content. And also Thank you for helping all of us become a little bit more organized in our lives so that we also can give back to others what we have been given. Keep doing what you're doing you're a truly amazing person. I can really see that in you. I also want to say that I also think I speak for all of us again that we're all really looking forward to what more you have in store for us in the future. I am personally very excited about that. Again, :) Thank you so, so much. And we all freaking love you and what you do

[@victorwongyk]

@@heru77777 @Marie Hi, I have this exact question. I've looked at the Task template provided, but it doesn't seem to have the Day property, so I can't quite figure it out.. Do you just manually input "today", "next" etc. under the "Day" Property? Or is there some way to make that automatic?

[@user-ij8rh7lb2m]

6:24 You are moving task according to their day property (tag-type). Is that movement automatically change the due date of a task? If not should you after moving task to another day change the due date manually and don’t you find it inconvenient? In this board (6:24) the due date is not shown but taking other surface which is dependent on the date (calendar view e.g.) you will have a mess, won’t you? Thank you very much for your answer!

[@MariePoulin]

I use one or the other, either “day” or “date”. Changing the day doesn’t change the date automatically. Day is when I work on it, date is the actual due date. In this iteration, I don’t use the date property unless there is an actual due date (which often isn’t the case in my business)

[@user-ij8rh7lb2m]

@@MariePoulin thank you for explaining. Now I see your point

[@b0red7]

can you do a guide for taskade.com next?

[@slmattus]

SUPER helpful, as always! Thank you!!! Question.... you said something very interesting... instead of creating a linked database block to bring your master task list into a new page, you'll use the link and embed it in the other page so that the same view appears on the page as you have on the original. Is that right? I've been trying to figure out how to not have to rearrange all the columns whenever I create the linked database on other pages. But I just tried it using the link, and the columns were all a mess again. Can you clarify how you do that magic? Thank you! Bought you a handful of coffees... enjoy! ☺

[@MariePoulin]

Hey thank you so much Steve! I rely heavily on templates for this very reason! I have my task database embedded inside my weekly agenda. From there, i can duplicate the embedded view, and Cmd+shift+p to move that view to a template or other page. If you just paste a link as in, you have to set up the views again. I hope that makes sense!

[@slmattus]

@@MariePoulin You are SO welcome. You give SO much!!! To confirm: I took my original Task DB in Page A which is all pretty and set up just right. I DUPLICATED it on the same page so it created a copy of Task DB on Page A (now I have two identical copies, which are NOT linked in any way... they do not cross-update like a linked database does). Then, with the duplicate selected, I hit: ⌘⇧P and move it to Page B. Right? That worked perfectly for me. And... to confirm... now I have two identical DB's but *they don't cross-update each other.* So I'm assuming you only use the copy of your database in your agenda simply for reference, but not as a working DB, right? Otherwise, how do you keep them in sync. (And, I get that buying you coffee doesn't also mean that your obligated to give me a personal training session on database functionality. So, please don't feel obligated to answer if it bumps up against a boundary for you. #stillgrateful) . Thanks again!!

[@tystorz]

Hey you briefly mentioned at 7:40 that you "copy link to view" and embed that link to your weekly planner. How does that work for you? how do you embed that? I can't figure it out.

[@MariePoulin]

Tyler Storz you can copy/link to any single other block in your space. You would paste the link to your database inside your weekly planner, create any views you want by default, so they’ll be available each week when you create your new weeks agenda. Does that make sense?

[@tystorz]

@@MariePoulin Oh yes, so I was doing it right. I was thinking you copied the link to that actual view and it copied all the views formatting (filters, sorts, selected properties). Thanks for replying so quickly, much appreciated Marie!

[@dsakantsev]

Hello, thank you for these inspiring videos! Lost my weekend over them =) I have a question though: Having this global action database, how would you organize something like Meeting Minutes template? Say I have a meeting in the scope of project A, and I want to make meeting minutes of the meeting (which I do by creating a page in a special Meeting Minutes database). The challenge comes when I want to add some action items on a project discussed straight from created minutes page. So I've been struggling to do this, maybe you can point me in the right direction?

[@MariePoulin]

Dmitry Sakantsev the meetings database is connected to the task database and I also embed that database inside all meetings to quickly add next actions

[@dsakantsev]

@@MariePoulin So you basically see the same action items (filtered somehow) in all meetings, right? So you can't see retrospectively which meeting triggered this action item, or I'm missing something? Sorry, I'm new to Notion)

[@snappyliving]

How to you prioritize tasks that are, say, high effort but urgent? I have about 75 to do items at any given time and these tasks are tending to get lost unless I jot them down somewhere else so I won't forget them.

[@MariePoulin]

Snappy Living I would give them a date and sort the task view by date so more urgent show first

[@snappyliving]

@@MariePoulin Ah, right! I've got that working now. Thank you!

[@nassimlecornet2676]

Retrospective revision timetable and task management system inside of one table for you to duplicate ! As you can see it is a notion link don't worry haha : www.notion.so/nassimsworkshop/Retrospective-revision-timetable-Task-Management-System-d9e6e9b314db44fb9e81c160a024bfe7

[@Seror125]

Is it possible to highlight PDF’s (like evernote or iBooks) in Notion ?

[@MariePoulin]

Igor no, but I just add my notes to the database entry. I clip PDFs into Notion database and then layer in my notes. I sometimes also use PDFexpert to highlight the PDF which I can then export to Notion.

[@Seror125]

Hope see this feature next update

[@akparanta90]

Hi Marie, with the IF formula below: if(prop("Priority Matrix") == 1, "🚨🚨🚨🚨🚨", if(prop("Priority Matrix") == 2, "🔥🔥🔥🔥", if(prop("Priority Matrix") == 3, "⭐ ⭐ ⭐", if(prop("Priority Matrix") == 4, "☕☕", if(prop("Priority Matrix") == 5, "😴", "❓"))))) I keep getting an error message stating 'Property not found: prop('Priority Matrix')' - would you know where am I going wrong here?

[@MariePoulin]

Joshua Akparanta do you have a priority matrix property setup? The link to the task database itself should be in the description - however I’ve actually already made some simplifications which I’ll cover in my next video!

[@akparanta90]

Ok so to answer my own question, I didn't watch further to see that I had to add another 'Property Matrix' column that converts into a formula. The formula used for this column being: if(prop("Impact") == "Low", 3, if(prop("Impact") == "Medium", 2, if(prop("Impact") == "High", 1, 3))) + if(prop("Effort") == "Low", 0, if(prop("Effort") == "Medium", 1, if(prop("Effort") == "High", 2, 2))) It's now working perfectly!

[@akparanta90]

@@MariePoulin Hi Marie, sorry I haven't seen this until now but no I hadn't properly set up the 'priority matrix' property but have since done so. Thanks for your message and look forward to seeing the simplifications you've made in your next vid.

[@thekreport3270]

Where are the formulas?

[@VulcanOnWheels]

"Eat the frog...?" *shudder* What kept me in Task Warrior is the ability to let tasks depend on one or more other tasks. Is there a way to do this in Notion? Might you have a video on it already?

[@myo3939]

You need a project management tool, Bert. You can define task dependency in those tools. Please check this monday.com which I've been using for years - kzbin.info/www/bejne/rXe9dJeCjNGCgrc . I have started to use Notion for daily journaling and replacement of Confluence. Hope that helps.

[@leEtechniker]

You may try clickup.com/. Its Task and Project Capabilities are massive. Been using it beside Notion for very complex work projects. It's worth a try

[@mokeyunderdrugs]

Dear Marie, really amazing and helpful video - keep on going! Can you post the formulas please? I'd be more than happy to buy you a coffee :)

[@MariePoulin]

Merlin Os hey - the template is in the video description :)

[@mokeyunderdrugs]

@@MariePoulin Typical error - you have to properly look ;) - thanks a lot found it - coffee incoming! Keep on going

[@hasamba]

@@MariePoulin im sorry, but i cant find the formula in the description, i can find the template but i cannot find the formula inside

[@carlosvenegasreveco9403]

Hi Marie, I have a "not Notion" question: What app and mic do you use for your screencast recordings? Thank you for sharing your work... greetings from Chile :)

[@Neo-ui8we]

Hey Marie, Thanks for the video. Could you send across the formula for the priority for a beginner like me. Bought you a coffee as well :)

[@RowenaAitken]

Yes, this would be useful to have! I'm having issues making it work :(

[@akparanta90]

@@RowenaAitken This is the IF formula below: if(prop("Priority Matrix") == 1, "🚨🚨🚨🚨🚨", if(prop("Priority Matrix") == 2, "🔥🔥🔥🔥", if(prop("Priority Matrix") == 3, "⭐ ⭐ ⭐", if(prop("Priority Matrix") == 4, "☕☕", if(prop("Priority Matrix") == 5, "😴", "❓"))))) However, I am getting an error message stating 'Property not found: prop('Priority Matrix')' - where am I going wrong here?

[@akparanta90]

Ok so to answer my own question, I didn't watch further to see that I had to add another 'Property Matrix' column that converts into a formula. The formula used for this column being: if(prop("Impact") == "Low", 3, if(prop("Impact") == "Medium", 2, if(prop("Impact") == "High", 1, 3))) + if(prop("Effort") == "Low", 0, if(prop("Effort") == "Medium", 1, if(prop("Effort") == "High", 2, 2))) It's now working perfectly!

[@RowenaAitken]

@@akparanta90 fab, thank you!

[@SantiYounger]

@@akparanta90 thank you! I rewrote it by hand as well, but I might have mispelled something somewhere, thank you for sharing it!

[@johnconstable8512]

you spend more time filling up this template than getting things done. use the reminders on your iphone, it's way more easier, and you don't have all the trouble filling up a spreadsheet that. by the way, looks horrible on mobile devices smh

[@MariePoulin]

John Constable I only really use it on desktop, and once your system is set up, it’s super easy to add tasks using templates. it’s not for everyone, but this is a system that truly works for me, and so I’m sharing what works.