Weekly View Guide
A detailed manual for planning weekly workload in Weekly View while avoiding collisions with existing schedules.
Weekly View is for capacity adjustment, not for writing long plans.
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
Weekly Screen Review Order
Start by checking card density per day. Heavily packed days usually lead to execution delays.
Reserve key days for high-impact work first, then distribute the rest.
Related Screens
Topic 2
Recurring-first Planning Procedure
If recurring tasks are already generated, treat those slots as fixed before placing new tasks.
Ignoring recurring items causes repeated mid-week reshuffling.
- When recurring load is high, reduce new A tasks.
- Move tasks immediately when they conflict with recurring slots.
Topic 3
Copy-from-Day Application Procedure
Use the copy action to bring unfinished tasks from yesterday instead of retyping.
After copy, keep only executable items for that day and clean the rest.
Related Screens
Topic 4
Weekly Rebalancing Procedure
Do not move everything at once. Relocating 2-3 conflict-heavy tasks first is enough.
Place urgent deadlines earlier and important-but-flexible items in mid-week.
Topic 5
Weekly Closing Procedure
At day close, lock only 1-3 start tasks for tomorrow to reduce startup friction.
The goal is not perfect planning but a ready-to-start next day.
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.