Learning / Handbook
Planning · Illustrated walkthrough

Capture tasks, reminders, and follow-ups

Give a promise a clear next action before it gets lost in a busy day.

Before you begin

A sample action and an optional sample project.

How it works

Task, reminder, and follow-up capture share the ActionItem workflow. Planned dates, deadlines, defer dates, and waiting status have distinct purposes.

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Quick Capture

Open capture and enter one action per line. Choose task, reminder, or follow-up as appropriate.

Look for

Each item describes a concrete outcome.

Select the highlighted control in the teaching view.

Practice at your own pace. You can also use Next step.

Quick Capture

Tasks×▱♧

Tasks

Find Type

Interactive HTML app view with sample data. Follow the outlined control, play the example, or explore at your own pace.

All steps, in writing
  1. Quick Capture

    Open capture and enter one action per line. Choose task, reminder, or follow-up as appropriate.

    Expected: Each item describes a concrete outcome.

  2. Organize

    Assign the project, tags, priority, or flag you need. Keep classification simple enough to maintain.

    Expected: The action is findable in a useful view.

  3. Separate dates

    Use Planned date for intent, Deadline for the commitment, and Defer date to control availability.

    Expected: The timing reflects what each date actually means.

  4. Choose a working view

    Compare Inbox, Available, Today, and Forecast. Inspect Waiting or Flagged when useful.

    Expected: The view surfaces the work you mean to act on now.

  5. Complete or repeat

    Complete a sample individual task. If repeat is configured, inspect the next occurrence and the completed record.

    Expected: The history remains and the next occurrence is distinct.

If something differs

  • A waiting, deferred, dependency-blocked, or paused-project task may not appear in Available.
  • Repeats apply to individual tasks, not repeating entire task trees; local capture does not silently create Apple Reminders.
Ask about this workflow ↗

Open the screen references

Tasks ↗

Reminders ↗

Follow-Ups ↗

Based on docs/task-project-workflows-2026-09-17.md and the app help catalog. Edition, device, and build affect available controls.