Folder-Based Organization Guide
A detailed manual for folder setup, assignment, and filter checks in day-to-day operation.
Folder structure should optimize findability, not depth.
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
Initial Folder Setup Procedure
Start with 3 simple contexts such as Work/Personal/Long-term.
Too many folders increase filter misses and make tasks appear missing.
- Keep folders in a 3-6 range.
- Add a new folder only when repeated usage is proven.
Topic 2
Task Detail Folder Assignment Procedure
Assign folder before saving so execution context stays explicit.
If classification is uncertain, keep unassigned and finalize during weekly cleanup.
Related Screens
Topic 3
Top Filter Switching and Verification
Top filter shows current folder scope. If tasks seem missing, check filter state first.
Switch briefly to all-view, verify visibility, then reapply folder filter.
Related Screens
Topic 4
Task Visibility Check Sequence
Check in this order: all-view -> date range -> folder filter.
Most missing-task issues are filter combinations, not data loss.
Topic 5
Folder Maintenance Procedure
Merge low-usage folders monthly to keep structure light.
Unused folders increase filter maintenance overhead over time.
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.