User Guide

Everything you need to get the most out of Step-By-Step To Done — from your very first project to advanced workflows.

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Quick Start Guide
When you first launch Step-By-Step To Done, you'll be greeted with three options:. Start Fresh - Begin with a completely empty workspace
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How to Get Started
Contexts are like folders or categories that organize everything in your system. Think of them as areas of your life:
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Core Concepts
A Trail Map is a project or significant objective. Think of it as a map to your desired destination. Each Trail Map contains steps that guide you from sta…
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Feature Deep Dives
Sometimes a step can't be completed because it depends on something outside your control. Step-By-Step To Done lets you block a step so it's visually flag…
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Feature Overview
Active Next Steps - Immediate actionable items from projects. Tasks - Standalone to-dos. From Your Collections - Quick access to lists
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Real-World Scenarios
Context: "Work → Client A," "Work → Client B," "Work → Marketing". Trail Map per client project. Recurring Template: "Monthly Invoice" (creates a trail ma…
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Settings Guide
Navigate to Settings via the gear icon in the sidebar. Dashboard Column Order:. Show Tasks before Projects - Toggle to reorder columns on mobile
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Keyboard Shortcuts
Ctrl+K / Cmd+K. Open Super Search. Go to Dashboard. Go to Daily Review. Go to Trail Maps (Projects). Go to Habit Tracker
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Best Practices
Start your day in Daily Review. Process your inbox items. Review today's next steps and tasks. Log your habits
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Tips & Tricks
Capture everything, organize later. Use the Inbox collection to quickly jot down ideas, then process them during your Daily Review. Don't let the perfect…
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Works Great With
If health and fitness are part of your goals, GetFitXP is a dedicated fitness tracking app that complements Step-By-Step To Done perfectly. While Step-By-…

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