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Basics

Tips & best practices

A few habits that keep Tagged useful instead of cluttered. None of them are rules; they’re what works when two people share one list of everything.

When to use it

  • You’ve just started and want a simple way to work.
  • Tagged feels full and you’re not sure what to do next.
  • You and the other person keep asking each other “did you do that?”

Capture first, sort later

  1. Anything that pops into your head goes to the Inbox: + → New To-Do on a phone (it goes to the Inbox unless you pick an Area), + New → New to Inbox on a computer, or the share sheet and Brave extension.
  2. Once a day, open the Inbox and file each one with File to, or Toss it.

Tip: Don’t stop to decide where something goes while you’re busy. The Inbox is there so you don’t have to.

Give every project a next step

A project with no open steps is one nobody is moving. When you finish a step, add the next one before you close the project. The Dashboard lists projects that have none under Needs a next step.

Plan with When, deadline with due dates

  1. Use When for the day you’ll work on something.
  2. Use a due date only for a real deadline.
  3. Keep Today short. If it won’t fit today, give it another When day.

See When days and reminders.

Look at the Dashboard once a week

Phone

  1. On Home, scroll to the bottom and tap Dashboard.

Computer

  1. Click Dashboard on the app bar.
  1. Check the tiles across the top: Today, Late, Inbox, Upkeep this week, money spent this month, and Done this week. Tap one to open its list.
  2. Deal with anything under Late: do it, give it a new day, or move it to Someday.
  3. Give each project under Needs a next step a step.
  4. Look at Someday and pick one thing that’s ready to start.

Put repeating jobs in Upkeep

Furnace filters, oil changes and flea meds belong in Upkeep, not as a new to-do each time. Check one off and Tagged works out the next date.

Use the right tool for the size of the job

  • An Area to-do for one small thing.
  • A project for anything with steps.
  • A chore for jobs that happen on set days each week. See Chores.
  • A habit for something personal you want to do often. See Start a habit.

Sort what matters

When everything feels urgent, set priorities and open the Matrix. Keep the red box short.

Questions

What goes in Someday?

Ideas you’re not ready to commit to. They stay out of Today and Anytime until you give them a day.

How do two people avoid doubling up?

Assign projects with ⋯ → Assign. Rows then show whose they are, and reminders go to that person.

Should I use Areas or categories?

Areas for parts of life a project belongs to (one each). Categories for labels that cut across Areas (as many as you like).

Still stuck? Send feedback from the ? menu at the bottom of the app bar on a computer. Back to the help center

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