Carry-Over Guide
A detailed manual for carrying unfinished tasks safely to the next day without repeated accumulation.
Carry-over is schedule adjustment, not failure logging. The key is separating immediate starts.
Table of Contents
Before You Start
- Verify the current view (weekly/daily/time) and date range first.
- If a filter is active, switch to all-view once to check hidden items.
- Before live usage, validate behavior with 1-2 test tasks.
Topic-by-Topic Guide
Topic 1
Carry-over Timing and Criteria
At day end, classify unfinished items instead of leaving them unresolved.
Reason categories (deadline, missing info, time overrun) make next-day planning easier.
Topic 2
Copy-from-Day Procedure
Use copy-from-day to move unfinished tasks without manual re-entry.
After copy, keep only startable tasks for that day and down-rank the rest.
Related Screens
Topic 3
Priority Reassignment after Carry-over
Do not promote all carried tasks to A. Keep only immediate starts in A and move others to B/C.
If the same task keeps carrying over, split it into smaller units first.
- Limit A tasks to 1-3 after carry-over.
- Rewrite repeatedly carried tasks into more specific actions.
Topic 4
Day-close Status Finalization Procedure
At day close, always finalize tasks as done/carry-over/cancel/delegate.
This keeps the next-day list clean and shortens morning startup.
Troubleshooting
When screen looks different
Check view mode, date range, and filter state before retrying.
When edits are not reflected
Verify save action first, then refresh the page and check again.