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Using the Planner

The Planner is an intelligent task organization system that helps you structure your activities according to MYN principles while maintaining focus on the present moment.

Understanding the Columns​

The Planner organizes your tasks into clear, intuitive columns:

  • Needs Planning 📝 - Tasks requiring immediate scheduling attention
  • Critical ⚡ - Must handle right now
  • Opportunity Now 🚀 - Best addressed in the near term
  • Over the Horizon 🌅 - Important but can wait
  • Parking Lot 🅿️ - Not ready for action
  • Someday ⏳ - No defined start date

Core Features​

Task Organization​

  • Organize tasks by priority and category
  • Set deadlines and reminders
  • Track progress on ongoing tasks
  • Visual priority management

Smart Planning​

  • Get AI-powered suggestions for task scheduling
  • Receive recommendations for optimal task ordering
  • Balance workload across your schedule
  • Automatic date adjustment based on columns

Integration with Kaia​

  • Use Kaia to manage your planned tasks
  • Get AI insights on your planning and scheduling
  • Receive suggestions for improving task organization
  • Natural language task management

Basic Operations​

Moving Tasks​

Simply drag and drop tasks between columns to change their priority and timing. The Planner automatically adjusts start dates based on the column:

  • Moving to Critical → Sets start date to today
  • Moving to Opportunity Now → Sets start date to near future

Task Creation​

  1. Click the "+" button in any column
  2. Enter task details
  3. The task automatically inherits timing based on its column
  4. Double-click any column for quick task addition

Reprioritization​

  • Use the "Needs Planning" column to identify tasks requiring attention
  • Keep Critical tasks manageable by moving overflow to Opportunity Now
  • Maintain balance by shifting tasks between columns as needed

Best Practices​

Daily Workflow​

  1. Start by reviewing Critical tasks
  2. Process "Needs Planning" items
  3. Adjust priorities as needed throughout the day
  4. Keep your task list current

Managing Overload​

If you feel overwhelmed:

  1. Review Critical tasks
  2. Move non-urgent items to Opportunity Now
  3. Use "Kick the Can" feature to postpone tasks when necessary
  4. Balance workload using AI suggestions

Maintaining Focus​

  • Keep Critical column lean
  • Regularly review and adjust priorities
  • Use the visual layout to stay present and focused
  • Update completed tasks promptly

Advanced Features​

Bulk Operations​

  • Shift-click to select multiple tasks
  • Move groups of tasks between columns
  • Apply batch updates to task properties
  • Use the search bar to focus on specific tasks
  • Filter by category, date, or priority
  • Save common filters for quick access

Column Management​

  • Collapse columns to minimize distractions
  • Customize column widths
  • Sort tasks within columns

Tips and Tricks​

  • Quick Add: Double-click any column to quickly add a task
  • Bulk Move: Shift-click to select multiple tasks for moving
  • Column Collapse: Click column headers to minimize less urgent sections
  • Filter View: Use the search bar to focus on specific tasks or categories
  • Smart Dates: Let the system suggest optimal scheduling

Known Limitations​

  • Task start dates are set automatically based on columns
  • Some features are still under development
  • Data persistence and sync may experience occasional delays
  • AI suggestions are experimental and may need verification