Todos
Todos are for simple day-level work owned by one person.
Create an Initiative for work that needs shared context, a roadmap link, hierarchy, or a brief. Create a Bug for a defect. Create a todo only when the work is small enough for one person to finish and report without a broader planning record.
In spec-driven development, a todo can be a small personal spec. Keep it short. If it needs a real brief, move the work into an initiative or bug before handing it off.
Journal
The Journal is the chronological record of completed tasks and captured work. Open it when Daily recap is too narrow and you need to review what shipped across previous days or months.
Planned todos appear at the top so upcoming work stays visible. After you finish one, the Journal records the result as a completed task. Completed tasks can also come from captured tool activity, agent work, or finished initiatives.
Add completed work manually
The Journal create action adds completed work manually.
For work that is not finished yet, create a todo and move it through planned, in progress, or blocked states.
Todo fields
A todo can carry lightweight planning detail.
| Field | Purpose |
|---|---|
| Status | Shows whether the todo is planned, in progress, blocked, or completed. |
| Parent initiative | Keeps small personal work connected to larger planned work. |
| Visibility | Controls whether the todo is private or visible to the team. |
| Owner and assignees | Show who is responsible for the work. |
| Team | Shows where shared todos appear for team planning and updates. |
| Completion date | Places finished work in the Journal and recap. |
| Deadline | Marks time-sensitive personal work. |
| Taxonomy and linked work | Connects the todo to reporting or source activity when that matters. |
Keep todo descriptions short. If the explanation turns into a brief, split the work into an initiative or bug so the team can plan, review, and measure it correctly.
Todo actions
Todos support the same small-work flow across planning, discussion, and delivery. You can open a detail panel, comment, reassign, snooze, copy a URL, ID, or Markdown from the Copy... menu, split, merge, delete, or start a Slack discussion.
When a todo needs clearer context before handoff, open Writer Mode from the detail page or task more menu. It refines the current title and description for active todos; completed tasks do not open Writer Mode.
Visibility controls whether a todo is private to you or shared with the team. Team visibility makes a todo appear in planning, standups, reports, and shared review.
Every todo can be handed to an assistant through AI Handoff. For queued agent execution, use Agent Sessions.