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Doc Set Up

Follow the steps below to get your automations up and running.
1️⃣ Add Weekly Recurring Tasks
Add a row for each occurrence of a recurring task. For example, if you want to make dinner 2 times a week, you'll want to add two rows - one for each time. If you don't add a specific day of week, the due date will default to Saturday.

Weekly Tasks
0
Task
Day of Week
1
[Example] Go swimming
Sunday
2
[Example] Go on 5 mile run
3
[Example] Cook dinner
Tuesday
4
[Example] Cook dinner
Thursday
There are no rows in this table

2️⃣ Add Daily Recurring Tasks
Add a row for each of your daily tasks.

Daily To-Dos
1
Task
1
Brush Teeth
2
Journal for 5 minutes
There are no rows in this table
3️⃣ Turn on your automations to power recurring tasks! (🖥 only)
The automation feature is used to generate recurring tasks on an on going basis and send you reminders. Don't forget to turn them on!

How to turn on an automation:
Click the Settings icon (
settings icon.png
) in the top right of the toolbar and click on the Automation icon (
) in the side panel. Click on the specified rule and toggle their state from off to on.


Search
Automation
Description
1
Generate weekly tasks on a recurring basis
[REQUIRED] Loads weekly tasks to your to-do list every week
2
Generate daily tasks on a recurring basis
[REQUIRED] Loads daily tasks to your to-do list every day
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4️⃣ Set Up Email Notifications (🖥 only)
This step is optional but we've included automations to send yourself daily and weekly reminders about your tasks.

You'll need to open the respective automations on the left, open the "Then" section and add your email in the "To" field.

Lastly, don't forget to turn on your automations like you did in step 3.

You can customize your reminder emails by going to the respective section on the left.
Search
Automation
Description
1
Weekly Task Reminder
Send yourself a weekly reminder of the tasks you have for the week
2
Daily Task Reminder
Send yourself a daily reminder of the tasks you have for the day
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If you're planning to share the doc:
Switch your packs connection to a private account by click on on the puzzle piece icon (
puzzle.png
) in the settings menu.
Make sure the automation is running as you and not as Automation Bot. This ensure that only you have access to make edits to the automation.

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.