Core Task Management

Core Task Management

This page covers the task tree, details panel, filters, search, recurrence, and the everyday mechanics of staying organized.

Task Tree

The task tree is the center of the application.

Key behaviors:

• Parent/child task hierarchy
• Drag-and-drop ordering
• Archive and restore flows
• Undo/redo support
• Typed columns for status, dates, lists, and custom fields
• A compact first-cell status strip for fast scanning without heavy row repainting

Details Panel

Use the details panel when a task needs more than column edits.

You can manage:

• Notes
• Tags
• Bucket: Inbox, Today, Upcoming, Someday
• Waiting context
• Dependency links
• Recurrence rules
• Estimated and actual minutes
• Reminders
• Attachments

The details summary also surfaces next-action, blocked, stalled, and progress signals when relevant.

Search and Filters

Gridoryn combines free-text search with explicit operators and dock-level filters.

Typical use cases:

• Search by words in descriptions or notes
• Narrow by status, priority, due behavior, tags, blocked state, or waiting state
• Save the resulting context as a named view

Use saved views when you find yourself recreating the same filter combinations repeatedly.

Perspectives

Perspectives are planning lenses, not separate datasets.

• All: active work
• Today: due today or explicitly bucketed to Today
• Upcoming: future-due work and Upcoming items
• Inbox: uncategorized intake
• Someday: deferred or non-active planning
• Completed / Archive: done and archived content

Sort Modes

Choose the mode based on intent:

• Manual order for deliberate planning sequence
• Due date for schedule review
• Priority for triage
• Status for operational cleanup

Manual order remains the canonical structure when you want persistent drag/drop sequencing.

Saved Views

Saved views store the current search and filter state so you can reopen a working context later. They are useful for:

• Weekly review contexts
• Waiting-on-people lists
• Project-specific inboxes
• High-risk or due-soon dashboards

Recurring Tasks

Recurrence is rule-based and separate from generated task instances.

Supported frequencies:

• Daily
• Weekly
• Monthly
• Yearly

You can configure the app to create the next occurrence when the current one is completed.

Category Folders

Category folders let you group top-level work without turning the folder itself into a task.

Use them when you want structure such as:

• Work / Personal / Admin
• Client-specific groups
• Portfolio areas

Folders also appear in the Project cockpit so project filtering remains consistent.

Templates and Reuse

Gridoryn supports reusable task templates and template variables. Use them for:

• Repeating project scaffolds
• Standard checklists
• Recurring deliverable structures
• Review packs or client handoff templates

Practical Advice

• Keep inbox capture friction low
• Use hierarchy only where it adds clarity
• Prefer saved views over overloading tags with navigation meaning
• Move project-only planning into the Project cockpit instead of forcing everything into the tree