Create Objects

Written By Manos Mastorakis

Last updated About 9 hours ago

There are many ways to create objects of any type in Routine β€” from the Console to notes, views, and dedicated screens. Every method is optimized for a different context so you can always capture or create without breaking your flow.

πŸ“‹ Console

The fastest way to create objects on desktop is through the Console (CMD/CTRL+SPACE).

Type naturally and hit ENTER to create a task. Use the as keyword followed by the name of the type to create a specific object type:

  • "New customer as Contact" β†’ creates a Contact object

  • "Website redesign as Project" β†’ creates a Project object

  • "Fix login bug as Ticket" β†’ creates a custom Ticket type object

The Console's natural language capabilities let you set properties inline β€” dates, times, participants, labels, priorities β€” all in a single line of text.

πŸ’‘ The AI assistant is also accessible from the Console and can create objects conversationally: "Create a project called Q3 Launch and add three tasks to it."

βž• Button

On all platforms (desktop, web, and mobile), Routine features a + button to create objects of any type.

  • On desktop and web β€” the + New menu opens a searchable list of all available object types. Type to filter and select the type you want to create.

  • On mobile β€” tap the + button to open the creation flow for tasks and other objects.

  • On dedicated screens β€” the Tasks, Pages, and Projects screens each have their own + button above the list for quick creation directly on that screen.

πŸ—’οΈ Notes

Routine's unique approach allows you to create objects directly inside notes, pages, and journal entries.

Using the / command:

  1. Hit / at the beginning of a line

  2. Type the name of the object type you want to create (e.g. Task, Project, Contact)

  3. Select it from the menu and fill in the details

  4. The object is created and embedded as a reference block in the note

Using the + button:

  1. Click the + button on any block handle

  2. Select the object type to create

  3. The new object is inserted inline and linked to the note

Using the @ menu:

  1. Type @ anywhere in the note editor

  2. Search for an existing object to reference, or create a new one

  3. The new object is created and inserted as an inline reference

Any task created inside a note or page appears in your agenda automatically.

πŸ“Š Views

Views offer contextual object creation β€” new objects are automatically associated with the view's data source and filters.

  • Click the + New button at the bottom of any view to create a new object of the view's type

  • In grouped views, each group has its own + New button β€” objects created this way are prefilled with the group's value (e.g. creating in the "In Progress" group sets Status to In Progress automatically)

  • Creating from a filtered view prefills any active select or status filters on the new object

  • Right-click anywhere in a view to access the create option from the context menu

πŸ“± Mobile

On mobile, object creation is optimized for touch:

  • Tap the + button to create a task or object

  • Long press the main button to use voice capture β€” speak naturally and the AI creates the right object in the right place

  • Use the AI assistant for conversational creation ("Add a task to follow up with John next Tuesday")