Best Practices

Daily Workflow

1. Start your day in Daily Review
2. Process your inbox items
3. Review today’s next steps and tasks
4. Log your habits
5. Check for blocked items
6. Pick your top 1-3 priorities and focus on those

Weekly Review

1. Review completed projects
2. Archive done items
3. Update project statuses
4. Plan upcoming week
5. Move backburner items to upcoming if ready
6. Review your habit streaks and adjust targets if needed

Project Management

1. Break large goals into Trail Maps
2. Use AI to generate initial steps
3. Set appropriate contexts
4. Add tags for cross-referencing
5. Block steps that depend on others
6. Use parallel steps for independent work streams
7. Split overly large steps using AI

Data Safety

1. Enable Remote Sync for cloud backup
2. Create manual encrypted backups periodically
3. Export data before major changes