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Tutorial: Track a project
Use Organizer to keep a living record of a project — decisions, progress, blockers, and the follow-ups that keep it moving. This works equally well for a home renovation, a piece of research, or a deal you're chasing.
You'll use: timelines, tags, attachments, and due dates / Todos.
1. One timeline per project
Press + and name the timeline after the project — e.g. Kitchen remodel. Tag it so it groups with related work: project, plus a status like active.
2. Log the kickoff
Add a first entry capturing the starting point: the goal, who's involved, and any constraints. This is the top of your project's story.
3. Capture as you go
Every meaningful moment becomes an entry:
- A decision made (and why).
- A status update or milestone reached.
- A blocker you hit — and later, how it was resolved.
Attach the evidence directly: the signed quote (PDF), the photo of the wall, the spreadsheet of options. The timeline becomes the single source of truth.
4. Turn next steps into trackable follow-ups
When an entry implies an action, give it a due date (Set due date in the editor, or click an entry's lozenge). Examples:
- "Chase supplier for delivery date" — due in 3 days.
- "Review draft with the team" — due next week.
These now appear on the Todos page across all your projects, grouped by urgency. Work them top-down and check them off as you go.
5. Run your week from the Todos page
Open Todos to see every outstanding action from every project in one place. Start with Overdue, reschedule what needs to slip, and tick off what's done.
6. Wrap up and archive
When the project finishes:
- Add a closing entry summarising the outcome.
- Swap the
activetag forarchive(ordone) so it drops out of your active filter but stays fully searchable. - Export a backup if it's a record you want to keep long-term.
Why this beats a folder of notes
Because everything is timestamped and in one timeline, you can always answer "what happened, and when?" — and the Todos view guarantees the next action never gets lost in the history.