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A tracker document is a checklist. Each task can carry tags, a priority, a due date, and a completion date, and tasks can be grouped under sections. Where a board is about moving cards between stages, a tracker is about the detail on each task: what it is about, how urgent it is, when it is due.

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Creating a tracker

In the sidebar, open the ⋮ menu on Documents or on a folder, choose New document, then Tracker. Name it and it opens ready for your first task. Or ask your agent: “Make a tracker for Q3 marketing, pull the actions out of last week’s planning notes, and put due dates on the ones that have them.”

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What a task can carry

Tags on a task are not the document’s own tags. They are free labels for sorting your list, they are not checked against your tag registry, and they do not count toward the document’s five-tag limit.

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Working with a tracker

  • Add a task. Add task at the foot of the list, or Add your first task on an empty tracker.
  • Add a section. Add section groups tasks under a heading. Sections are optional — tasks can sit loose.
  • Tick a task. Each task has a checkbox.
  • Edit inline. Click a task title to edit it in place.
  • Set a due date. Click the date pill to open a date picker.
  • Set a priority. From the task’s menu, which also offers Clear priority.
  • Tags. Add and remove them per task.
  • Toolbar. A progress bar counting done tasks out of the total, a Group by control (By section, By due date, By priority, By tag), a Show completed toggle, and a chip for the active tag filter with a button to clear it.
Grouping, filtering, and the show-completed toggle change only what you are looking at. They never rewrite the document, and they reset when you reload the page. The order in the document is always the order you wrote.
Context about the tracker as a whole belongs in the document’s description, not in a task. That is what your agents read when deciding whether this tracker answers a question.
A tracker document has no properties rail and no width control, and its title is read-only on the document page. Rename it from the sidebar.

Kanban boards

The other checklist format: columns of cards you drag between stages.

Document formats

All six formats, and which to pick.