Templates
A template is a list of tasks you keep, with each item scheduled relative to the day you use it. Apply it in March and it schedules itself around March. Templates are on the free plan.
Built in the app under Templates, then applied whenever the work comes round again.
Its text and description, a priority, an estimate, tags by name, one level of sub-items, and a due date expressed as days from when you apply it rather than a fixed date.
A template can create a whole new project named as you apply it — good for a client or a job — or drop its items into a project you already have, which suits a routine like a weekly review.
Tags are stored by name on purpose: rename or delete a tag and the template still works, re-creating the tag if it has to.
Type these into a new template — a couple of minutes each. They are written as real sequences with day offsets, not as inspiration.
The first fortnight with a new client, so nothing is remembered late.
Everything that has to happen around a walk-through, before and after.
Half an hour that decides whether the next week runs you or the reverse.
The parts of onboarding that are the same every time.
Monthly billing, where the cost of forgetting a step is real money.
The list you rewrite every time and should not have to.
A negative offset means before the day you apply it — useful when the event is the fixed point and the preparation has to work backwards from it.
Opening Templates needs an account — it is part of the app rather than this site.