<callout-component color="Accent">🛑 Unfortunately, it is not yet possible to automatically migrate data from other task management or notes taking apps into Routine.</callout-component>

Migrate to Routine

Julien Quintard

Getting Started

<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.routine.co">Routine</a> is a next-generation work operating system that allows individuals and teams to centralize all data in an all-in-one workspace to work better &amp; faster.<h2 id="skfpbaxstls" data-toc-id="skfpbaxstls">♥️ Easy to use</h2>Routine has been designed to be very easy to start with.Be it for managing your time (calendars, contacts, notes &amp; tasks) or piloting your business, Routine allows you to quickly get set up, bringing data from the services you use on a daily basis.<h2 id="zqk3bqscekq" data-toc-id="zqk3bqscekq">🌔 Discreet</h2>Routine has been designed to stay out of the way.Through a minimalist design and slick user experience, Routine allows you to achieve more, faster without any hassle.<h2 id="i1bepft7x4r" data-toc-id="i1bepft7x4r">⚡ Speed</h2>Routine is blazing fast!Through a local-first approach, all your data lives in your devices, allowing you to work offline as long as you want.In addition, a large panel of keyboard shortcuts allows you to operate Routine very quickly and not waste any time context switching and losing focus.

What is Routine?

<h2 id="80ype2xkbii" data-toc-id="80ype2xkbii">👁️ Authentication</h2>Routine has been designed to provide a modern experience for busy people to take back control of their time and become more productive. Routine is therefore built on top of the following core services:<ul><li>Google CalendarRoutine displays and manages all the events from all your calendars, including scheduling new meetings.</li><li>Google ContactsRoutine imports your contacts for you to easily invite colleagues to meetings and take notes on people you interact with regularly.</li></ul>When signing up to Routine, you will need to grant access to those core services.<callout-component color="Yellow">🔒 Note that the authentication process to Google Calendar and Google Contacts is assured by Google. As a result, Routine never has and never will have access to your Google password!</callout-component>Even though the number of services and permissions Routine requires has been reduced to the minimum, you will need to accept three specific permissions for Routine to operate.These permissions will be requested by Google through its authentication process and will look like the screen below:Let us go a bit deeper and detail the three permissions Routine requests:<ol><li>See and download contact info automatically saved in your “Other contacts”This permission refers to what Google calls Other Contacts. Those are the people you interact with through the Google services like Gmail, Google Calendar etc.Any contact that you interact with (e.g receive an email from) is automatically added as a contact in your Other Contacts.You can easily access your Other Contacts at <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://contacts.google.com/other">https://contacts.google.com/other</a>.Routine requires access to import those Other Contacts so you can schedule meetings and take notes on the people you interact on a regular basis.🔒 Note that Routine only requires read-only access to your Other Contacts. As a result, Routine will never be able to add, edit or delete any of your Google Contacts.</li><li>See and download your contactsWhenever you manually click on <code>*Add to contacts*</code> in one of Google’s services (e.g Gmail: example below), the contact is moved from Other Contacts to Contacts.The second access permission grants Routine access to those contacts for the same reason Routine needs access to Other Contacts: to schedule meetings, display your contacts information, take notes etc.🔒 Because Routine only requires read-only access to your Contacts, Routine will never be able to add, edit or delete any of your Google Contacts.</li><li>See, edit, share, and permanently delete all the calendars you can access using Google CalendarThis permission grants permission for Routine to manage your all your calendars.Concretely speaking, Routine needs this permission to manage your events: create, edit, cancel and delete events in any of your calendars.This is the only service for which Routine requires all permission (read &amp; write) because the application needs to operate your calendars and events the same way Google Calendar does.</li></ol><h2 id="31ptz45ep6a" data-toc-id="31ptz45ep6a">🔐 Data Privacy</h2>Routine takes data privacy very seriously and has therefore been designed to reduce the chances of potential data leakage or attacks.<h3 id="m43p52xxkc0" data-toc-id="m43p52xxkc0">Google Verified</h3>All the Routine applications have been verified by Google.The company (Routine International Inc.) and its products underwent a thorough validation process granting Routine access to sensitive services like Google Calendar, Google Contacts, Gmail, Google Drive, Google Tasks etc.<h3 id="l3cei4okzeo" data-toc-id="l3cei4okzeo">Data Exchanges</h3>Routine has been designed for the data not to go through its servers if unnecessary.As a result, only the client application (your desktop or mobile apps) exchange information with the Google services (Google Calendar, Google Contacts etc.). The same is true with <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://routine.co/marketplace/extensions/integrations">Integrations</a> like Asana, Gmail, ClickUp, Slack etc.In other words, the Routine servers are never interacting directly with external services so that data always stay on your devices. This reduces the risks of leakage while increasing the performance of the application.<h3 id="8izdkk1x21l" data-toc-id="8izdkk1x21l">Encrypted Communication</h3>All communication from and to your devices are encrypted to ensure the security of your data.

Privacy & security

Let's take a quick tour at the different screens of the Routine app.<h2 id="bzosx8cc2f5" data-toc-id="bzosx8cc2f5">📋 Dashboard</h2>The Dashboard is not a screen per se but kind of an app in itself.The dashboard is powerful because it can be opened from anywhere on your desktop through the <code>^</code> <code>⎵</code> (i.e <code>CTRL</code>+<code>SPACE</code>) hotkey.<callout-component color="Yellow">💡 Note that the Routine symbol (above the menu) can also be used to open the dashboard. We however recommend using the <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.notion.so/Keyboard-shortcuts-3c69aff7033e4d999b2c81c09221645f?pvs=21">Keyboard shortcuts</a> as much as possible to perform actions more quickly.</callout-component>At any time (even during meetings 😉), you can check your upcoming events, tasks for the day etc. but also use the Console to write down some notes, create a quick task etc.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de51-84aa-7c23-9d59-ee3a6b43d746.gif" data-width="100%" data-align="center"><h2 id="eqakd1bpcsd" data-toc-id="eqakd1bpcsd">🎯 Agenda</h2>The Agenda‘s purpose is to force you to concentrate on what matters right now, the upcoming events, the tasks you've decided to complete today etc.This is the most central screen of the application, the one you should be referring to the most when in execution mode.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de52-7160-7f44-bc5c-d539f8ce9485.png" data-width="50%" data-align="center"><h2 id="k134q4ab7fl" data-toc-id="k134q4ab7fl">📅 Calendar</h2>The Calendar combines both your tasks and events through a weekly visualization.The tasks for which you have not set a specific date are displayed on the left-hand side along with the events &amp; task allocations of the weeks from all your calendars. Under each day are listed the tasks you have scheduled for that specific day.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de53-2dc3-7d79-bd13-daa14e1d9ea9.png" data-width="100%" data-align="center"><h2 id="7l3bip04sdp" data-toc-id="7l3bip04sdp">📥 Inbox</h2>The Inbox is intended to act as your go-to place for triaging, cleaning, organizing things that you have saved for later.Those of you familiar with the Getting Things Done (GTD) method, will instantly recognize its value.The idea is that everything you need to remember should be stored in a reliable system instead of staying on your mind.On the app, everything you capture through the console is stored in your Inbox for you to organize later. You can think of it as your second memory.From time to time, go through your Inbox (the same way you go through your email inbox) and process it until you reach Inbox Zero.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de55-edd9-7971-82b4-21546261afd8.png" data-width="100%" data-align="center"><h2 id="qqiaipm60m7" data-toc-id="qqiaipm60m7">☑️ Tasks</h2>The Tasks screens aggregates everything about your tasks: unplanned, recurring and upcoming.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de56-daca-7a58-b6de-fae408ea5903.png" data-width="100%" data-align="center"><h2 id="ztsca5rk3r5" data-toc-id="ztsca5rk3r5">🗒️ Notes</h2>The Notes screens contains everything related to your notes.The Pages allow you to take notes on the topics of your choices while Meetings summarizes aggregates the notes you took in events.Pages are similar to what notes taking apps (Apple Notes, Evernote, Bear etc.) provide but with a modern approach allowing to:<ol><li>Embed media-rich content (videos, images etc.)</li><li>Turn non-actionable information (e.g text) into a task</li></ol>You can use pages to organize a trip, to list your favorite movies, to plan the renovation of your house etc.Note however that Routine provides more advanced ways to organize different kinds of information.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de58-163a-7f71-8885-48d941d4c478.png" data-width="50%" data-align="center">

Quick tour

The workflow below is an example of how Routine can be used to (i) reduce context switching (ii) stay focused on what matters (iii) save all thoughts, ideas and tasks and (iv) organize long-term information to act upon at a later time.<h2 id="pap7xo3t3yi" data-toc-id="pap7xo3t3yi">💾 Capture everything</h2>As advocated by David Allen in his popular book Getting Things Done, anything on your mind is a blocker to your focus.David Allen therefore advises to get those things out of your mind quickly for those to be processed, reconsidered &amp; categorized later.Routine is designed with that philosophy in mind, allowing you to capture a thought, idea, note or task within seconds.<ol><li>Open the Dashboard through the <code>^</code> <code>⎵</code> (<code>CTRL</code>+<code>SPACE</code>) hotkey</li><li>Type something you want to remember for later</li><li>Hit <code>↵</code> and a task will be created and saved in your inbox</li></ol>Because the dashboard can be opened using the hotkey anywhere on your desktop, it is the quickest way to get something out of your mind without context switching so that you can get back to what you were focusing on as quickly as possible.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6c-edc4-70d5-9023-8160c6f05b42.gif" data-width="100%" data-align="center">On mobile, the process is very similar: tap the <code>+</code> button, enter a name and tap <code>Save</code>.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6a-013f-723f-9f17-49bc46733f6e.gif" data-width="50%" data-align="center"><h2 id="0tz7wal6kal" data-toc-id="0tz7wal6kal">🛠️ Connect your third-party services</h2>Work comes in different form and through different channels. On top of tasks and ideas that pop up in your brain, many work items live in other services from a project management tool that your company uses to collaborate, to emails that often contain an action up to chat services (professional and personal) why more and more knowledge workers use to send requests to one another.Having all of those requests, tickets and tasks in a single system would greatly help overview all your work and therefore prioritize them and plan your week.Through Routine’s integrations, you can easily connect all your third-party services (chat, email, project management etc.) to bring all your work in a single workspace.<ol><li>Head to Settings</li><li>Open Integrations</li><li>Activate the services you use on a daily basis</li></ol><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6d-73d5-7b08-b927-c468fdc9bd0b.png" data-width="100%" data-align="left"><h2 id="52w15ldofzy" data-toc-id="52w15ldofzy">📥 Process inbox from time to time</h2>All the tasks that you create are, by default, saved in your inbox. You should process your inbox of tasks the same way you manage your email inbox.From time to time, go through your inbox and process every item until you reach Inbox Zero.The most effective process, sometimes referred to as the 2-minute rule, has been widely covered throughout the years by productivity experts.For every item in your inbox:<ol><li>🧽 If the task is no longer relevant, mark it as “won’t do” (<code>⌘/^</code> <code>⇧</code> <code>I</code>)</li><li>✅ If the task takes less than 2 minutes to perform, do it right away and mark it as done (<code>⌘/^</code> <code>E</code> or <code>⌘/^</code> <code>.</code>)</li><li>📅 If you already know when this task needs to be completed, schedule it (<code>⌘/^</code> <code>L</code>) for a specific day</li><li>⏰ If you do not know exactly when to work on this task, postpone it (<code>⌘/^</code> <code>P</code>) to a later week to reconsider it</li><li>🔄 Repeat this process until you reach Inbox Zero</li></ol><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6d-beb8-73bd-b84b-93bbe47c153f.gif" data-width="100%" data-align="center"><h2 id="p6akl6zakbr" data-toc-id="p6akl6zakbr">📅 Plan your week</h2>The Planner screen combines both the events from all your calendars and all your tasks for the week.At the beginning of the week, go through the tasks from the current batch:<ol><li>🎯 If a task is important, make sure that you will dedicate attention to it by blocking time; drag &amp; drop the task in the events area</li><li>📅 If you want to complete a task on a specific day, schedule it for that day by drag &amp; dropping it in the area under the day or by using the <code>⌘/^</code> <code>L</code> keyboard shortcut</li><li>⏰ If a task is not important this week, postpone (<code>⌘/^</code> <code>P</code>) to a later week to reconsider it</li><li>🌗 Leave in the batch the tasks that you want to complete this week but do not know exactly when</li></ol>You should regularly reassess the priorities by going through your batch, postponing tasks that you known are becoming less important as the week unfolds, blocking time for urgencies etc.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6e-88cf-7d3e-b5a9-6907e026a11b.gif" data-width="100%" data-align="center"><h2 id="585qtye645a" data-toc-id="585qtye645a">🎯 Focus on what matters right now</h2>The Agenda screen has been designed for you to focus on what matters right now: the tasks you set for yourself and the events you are supposed to attend during the day.At the beginning of the day, we advise to follow this simple system:<ol><li>❌ Hide from your agenda the events you will not attend</li><li>🗳️ Pick 1-3 important tasks you absolutely want to get done</li><li>🎯 Allocate time for the most important items to make sure they will get the time they deserve (drag &amp; drop or <code>⌘/^</code> <code>L</code>)</li><li>⏰ Postpone all the unimportant tasks to a later week for reconsideration (<code>⌘/^</code> <code>P</code>)</li></ol><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6e-e130-7d14-b195-9613be83785c.gif" data-width="100%" data-align="center">The Agenda screen allows for you to focus on what matters. However, sometimes you might be working on something and switching to the Routine app to check your next meeting or tasks for the day can feel like a waste of time.The Dashboard has been designed to solve that exact problem. In under a second, open the dashboard through the <code>^</code> <code>⎵</code> (<code>CTRL</code>+<code>SPACE</code>) hotkey and get important productivity information that you need: the list of your tasks for the day and your upcoming events.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de51-84aa-7c23-9d59-ee3a6b43d746.gif" data-width="100%" data-align="center"><h2 id="xdqf38wyz4o" data-toc-id="xdqf38wyz4o">📚 Organize information</h2>Routine allows you to go a step further to save and organize information contextually. For example, a task that needs more information in the form of a description or notes that are taken during a meeting, Routine organizes everything automatically and through the same mechanism.Moreover, those notes can embed checkboxes that represent full-fledged tasks themselves that can be opened, scheduled, postponed, completed etc. as any other task in Routine.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de70-34a7-7fd6-b805-56b39d3cc032.gif" data-width="100%" data-align="center">

The Routine workflow

<callout-component color="Green">Please refer to the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://community.routine.co/faq">Community’s FAQ</a>.</callout-component>

Basics

The dashboard is one of the most important components of the Routine product, providing key productivity information within a fraction of a second, anywhere on your desktop.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dedb-4f64-72df-9c69-bae4bbcb3818.png" data-width="100%" data-align="center"><h2 id="zkoacx0m70i" data-toc-id="zkoacx0m70i">🤔 Why?</h2>As a busy professional, you have many meetings to attend, many requests coming your way through email/chat, and a lot of tasks that need time to get done.Unfortunately, your day feels like switching from one app to another to get the most basic information: When is my next meeting? Where is the link to join the call? Do I have time to get a coffee, or am I late? I've got some time to focus; where are my tasks for the day? And so on and so forth.We introduced the concept of dashboard because we were tired of constantly context switching between apps just to get that basic information. Those few seconds matter and can definitely derail your momentum for getting things done.<h2 id="f02zb4x685k" data-toc-id="f02zb4x685k">🙉 Usage</h2>The Routine dashboard provides all of that information (tasks of the day, upcoming events, etc.) within a fraction of a second through the hotkey <code>^</code> <code>⎵</code> (<code>CTRL</code>+<code>SPACE</code>).<callout-component color="Yellow">💡 You can change the hotkey to the keyboard combination of your choice in the ⚙️ Settings.</callout-component>The dashboard is always available through the hotkey anywhere on your desktop. You could be in a Zoom call, working on a document, or answering emails; the dashboard is always one keystroke away; just hit the hotkey!Then, when you are done, just hit <code>⎋</code> (<code>ESCAPE</code>) or click anywhere outside the widgets to close it.<callout-component color="Yellow">💡 Hide the consoleIf you have opened the dashboard but you want to quickly check something without losing what you had already typed, simply hide the dashboard and resume when you want.Open the dashboard (with <code>^</code> <code>⎵</code>), start typing in the console, and hit <code>^</code> <code>⎵</code> once more to hide the dashboard. Then, re-open the dashboard (with <code>^</code> <code>⎵</code> again), and the text you had started typing is still there 🎉.</callout-component><h2 id="z3q8sqsbl5o" data-toc-id="z3q8sqsbl5o">📋 Widgets</h2>The dashboard brings you different kinds of information in the form of widgets.<h3 id="ipbpq54p1ii" data-toc-id="ipbpq54p1ii">Tasks</h3>In the left widget, the tasks you scheduled for today are listed. You can easily interact with a task by clicking to mark it as complete, open it, or even reschedule it.<h3 id="myok6aefa7e" data-toc-id="myok6aefa7e">Time</h3>On the right-hand side, a list of widgets represents the time:<ul><li>Pause widgets indicate how much time you have before the next event. Those are particularly useful for knowing how much time you can dedicate to a task.</li><li>Event widgets provide all you need to know about events. You can click the conference call button to join it, click the widget to open the event and take private notes, etc.</li></ul><h2 id="klf26kyilso" data-toc-id="klf26kyilso">🖥️ Console</h2>The console allows you to interact with Routine, to capture a task, save an idea, block time in your calendar, schedule a meeting and more.For more information, please refer to <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MjE3NTkyIiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Console">@Console.

Dashboard

The term Console refers to the input you use to issue orders, save information, and search.The console is part of the <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIwMDc5ODA1IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Dashboard">@Dashboard but is also present throughout the app to perform basic actions like scheduling a task, searching etc.In other words, whenever you interact with Routine through text instead of clicking, the console is involved.<callout-component color="Yellow">📱 The Routine mobile app does not provide the same natural language capabilities because it is usually easier and quicker to use tapping and sliding for interacting on a smartphone.</callout-component><h2 id="afi872wafcy" data-toc-id="afi872wafcy">📺 Interface</h2>Through the console, the user can create and manipulate different types of objects, most notably tasks, events and text.The console comes with natural language capabilities for the user to specify properties. Based on the provided properties, Routine deduces which command the user is likely willing to perform.If multiple commands are possible, the console lists them for the user to manually select (<code>↑</code> <code>↓</code>) and trigger the action of her choice with <code>↵</code>.In addition, the console provides a summary of what it has understood of the user input, see below with “Buy sofa on Sun, Apr 17th in 🏡 House”.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dede-6616-7b96-a33b-62158678a2cd.png" data-width="100%" data-align="center"><h2 id="71zww7tabq8" data-toc-id="71zww7tabq8">👩‍💻 Commands</h2>Most of the properties are indicated through the use of keywords for the console to understand what is meant. Below are described the commands along with the properties and keywords supported.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dedf-0006-78ae-90a1-b2fe06901e37.gif" data-width="100%" data-align="center"><h2 id="8ct334xrwi6" data-toc-id="8ct334xrwi6">🗝️ Keywords</h2>Routine allows creating objects of different types: tasks, events or any type you create.In addition, natural language can be used to set properties. For instance, one could use natural language to plan tasks and events, add participants to meetings etc.Below are listed the keywords recognized in the natural language:<ul><li><code>on</code> followed by a date</li><li><code>at</code> followed by a time</li><li><code>for</code> followed by a duration</li><li><code>with</code> followed by an email address</li><li><code>every</code> followed by a frequency</li><li><code>starting</code> followed by a date</li><li><code>until</code> followed by a date</li><li><code>this</code> followed by another keywords such as <code>week</code>, <code>month</code>, <code>year</code>, <code>Monday</code> etc.</li><li><code>next</code> followed by another keywords such as <code>week</code>, <code>month</code>, <code>year</code>, <code>Monday</code> etc.</li></ul>Here are some examples:<ul><li><code>Get a haircut on Monday</code></li><li><code>Submit tax report on September 22nd 2023</code></li><li><code>Declare taxes on 2025</code></li><li><code>Call mom on tomorrow</code></li><li><code>Prepare email draft on Monday at 2pm for 3h</code></li><li><code>Call lawyer on December 1st</code> A default duration of 30 minutes is assumed while looking for the first available opening</li><li><code>Clean office at 3pm for 1h30</code>The date defaults to today in this case</li><li><code>Sign contract tomorrow morning</code> </li><li><code>Check metrics every workday</code></li><li><code>Call parents every Sunday starting next month</code></li><li><code>Yearly review every year</code></li><li><code>Schedule call with Henry every quarter until 2024</code></li></ul><h2 id="eprwcb161sb" data-toc-id="eprwcb161sb">🤔 Completion</h2>The console comes with a powerful completion mechanism which suggests the most likely items you are likely to type next, saving you precise time.We advise you to make use of this mechanism as often as possible to increase your productivity.Whenever the console displays suggestions, you can use the <code>↑↓</code> arrows to navigate and press <code>⇥</code> (<code>TAB</code>) or <code>↵</code> to validate the element you want to select.<callout-component color="Yellow">💡 There is a slight difference between <code>⇥</code> and <code>↵</code> when selecting a suggestion. Let’s assume there are two suggestions: <code>house</code> and <code>household</code>.<ol><li>Using <code>⇥</code> on <code>house</code>, the console would complete <code>house</code> and continue to offer <code>household</code> as a more precise suggestion</li><li>Using <code>↵</code> however would validate the selected suggestion, place a <code>⎵</code> (<code>SPACE</code>) right after allowing you to continue typing text or validate the command</li></ol></callout-component><h2 id="zob10mcimz2" data-toc-id="zob10mcimz2">👉 Redirection</h2>If often happens when you capture a task, note, thought etc. that this information needs to be organized, next to other information on the same topic for instance, being movies to watch, stuff related to your house, a person or even a project.Routine allows to specify the parent in which the object should be created. The same mechanism is used for specifying the calendar which should hold an event.In order to specify the holder, use the <code>&gt;</code> character followed by the name of the parent object or the name of the calendar.You can go one step further and use the <code>/</code> character as a separator to indicate the heading (<code>H1</code>/<code>H2</code>/<code>H3</code>) under which the created object should be placed.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dee7-fe29-7b94-8908-6a331a9b98c8.gif" data-width="100%" data-align="center"><h2 id="cbwzio2o3d2" data-toc-id="cbwzio2o3d2">👾 Specials</h2>Some actions are so common that it would be nice to be able to do without the keywords for those.Routine can therefore detect the special words below without the need to use keywords<ul><li><code>today</code></li><li><code>tomorrow</code>, <code>tmr</code></li></ul>The same is true for default ranges:<ul><li><code>morning</code></li><li><code>afternoon</code></li><li><code>evening</code></li></ul><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dee8-7ab5-7e40-afce-84a40f25cb0f.png" data-width="100%" data-align="center"><h2 id="mqqpf3kkxf3" data-toc-id="mqqpf3kkxf3">🙅 Escaping</h2>Sometimes, you want to type text that include a word that the console interprets as a keyword e.g <code>in</code>, <code>on</code>, <code>every</code> etc. or as a special e.g <code>tomorrow</code>.In order to tell Routine not to interpret a word, just hit <code>⎋</code> (<code>ESCAPE</code>) on the keyword or when suggestions are displayed and the console will consider the input as normal text.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193dee8-c739-77dd-baa2-e9371dd75544.gif" data-width="100%" data-align="center"><h2 id="y772e4xptfw" data-toc-id="y772e4xptfw">🎭 Formats</h2>Routine supports the following formats.<h3 id="8xa8fqrk2kp" data-toc-id="8xa8fqrk2kp">Date</h3><ul><li>Day: <code>Friday</code>, <code>Monday</code>, etc.</li><li>Month: <code>September</code> etc. in which case Routine converts into a full date for the 1st day of the given month</li><li>Year: <code>2023</code>, <code>2025</code> etc.</li><li>Date: <code>December 14th</code>, <code>the 12th of February 2021</code>, etc.</li></ul><h3 id="qdla4oclyco" data-toc-id="qdla4oclyco">Time</h3><ul><li>AM/PM: <code>2pm</code>, <code>10:30am</code> etc.</li><li>24h: <code>13</code>, <code>19:45</code> etc.</li></ul><h3 id="t7a5zs0rmfd" data-toc-id="t7a5zs0rmfd">Duration</h3><ul><li>Minutes: <code>30m</code>, <code>30min</code> etc.</li><li>Hour: <code>1h</code>, <code>2h15</code>, <code>1h30min</code> etc.</li></ul><h3 id="slpk4kemeem" data-toc-id="slpk4kemeem">Frequency</h3><ul><li>Day of the week: <code>Monday</code>, <code>Friday</code> etc.</li><li>Period: <code>day</code>, <code>week</code>, <code>month</code>, <code>quarter</code>, <code>year</code></li><li>Other: <code>workweek</code></li></ul>

Console

There are a few core objects that you can manipulate in Routine: tasks, notes, events, people, pages, etc.<h2 id="kfcs2xopzfo" data-toc-id="kfcs2xopzfo">☑️ Tasks</h2>Tasks are representations of actionable information. As with most productivity tools, a task has a title or a name that can be extended with a description.Unlike many products, however, a task on Routine can be extended with a description. This description is nothing more than a media-rich note (see below). As a result, tasks can contain subtasks in the form of checkboxes, which can be extended further to contain more subtasks, etc.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de78-f82d-7ed0-b9e1-4cd34a52e37e.gif" data-width="100%" data-align="center">Every task can be manipulated through common actions, though some actions differ depending on the nature of the task: regular or recurrent.<h3 id="rxzooypki8c" data-toc-id="rxzooypki8c">Regular tasks</h3><ul><li>Rename: press <code>↵</code> to edit the name of a task in a list (e.g., Inbox); a task's name can also be edited when the task is open</li><li>Open: double click the task in a list or use the open button when provided (e.g., in notes); alternatively, you can always use the <code>⌘/^</code> <code>↵</code> keyboard shortcut to open a task.</li><li>Describe: when a task is open, and there is no description, just press <code>↵</code> or select a template to add a description.</li><li>Complete: tick the checkbox or use <code>⌘/^</code> <code>E</code> or <code>⌘/^</code> <code>.</code> to mark a task as complete</li><li>Won’t do: click <code>Won’t do</code> in the <code>...</code> submenu or use the <code>⌘/^</code> <code>⇧</code> <code>I</code> keyboard shortcut</li><li>Schedule: click the calendar icon or use the <code>⌘/^</code> <code>L</code> keyboard shortcut to schedule/reschedule or allocate time for a task</li><li>Postpone: click the postpone icon or use the <code>⌘/^</code> <code>P</code> keyboard shortcut to postpone a task to a later week</li><li>Delete: open a task and use the <code>Delete</code> action in the <code>...</code> submenu or through the <code>⌘/^</code> <code>⌫/␡</code> keyboard shortcut</li></ul><h3 id="t4l54f6l5ss" data-toc-id="t4l54f6l5ss">Recurrent tasks</h3><ul><li>Rename: press <code>↵</code> to edit the name of a task in a list (e.g., Inbox); a task's name can also be edited when the task is open</li><li>Open: double click the task in a list or use the open button when provided (e.g., in notes); alternatively, you can always use the <code>⌘/^</code> <code>↵</code> keyboard shortcut to open a task.</li><li>Describe: when a recurrent task is open, and there is no description, just press <code>↵</code> or select a template to add a description.</li><li>Edit: to change the frequency of a recurrent task, click on the frequency (e.g., <code>Daily</code>) to change it</li><li>Pause: to stop a recurrence, click on the <code>Pause</code> button; in effect, no more occurrences will be created leading to the recurrence to automatically complete at the end of the cycle.</li><li>Resume: if a recurrence has been stopped, you can restart it and new occurrences will be created in the future following the recurrence's frequency.</li><li>Delete: use the <code>Delete</code> action in the <code>...</code> submenu or through the <code>⌘/^</code> <code>⌫/␡</code> keyboard shortcut</li></ul><h2 id="ot5ab7lmi01" data-toc-id="ot5ab7lmi01">📅 Events</h2>Events are fundamental components of Routine since they represent things that you need to do that are so important that you have reserved some time for them.It is commonly accepted that everything time-related lives in a calendar. At Routine, we believe calendars are extremely useful to overview your time over a long period e.g a week or a month. But when it comes to the day-to-day or even scheduling meetings, calendars could benefit from a more modern approach.Events have a date, time, and duration and can have multiple participants. Nothing new here.Routine however allows you to take private notes for those events (meeting, class, or else). Likewise, Routine bridges tasks and events by allowing you to block time for your most important tasks.Like in any calendar product, events can be manipulated through the following actions:<ul><li>Create: drag an area in the calendar to create an event/meeting</li><li>Open: click the event to open it or use the <code>⌘/^</code> <code>↵</code> keyboard shortcut if the event is in a list (e.g Journal)</li><li>Move: drag &amp; drop the event to reposition it in the agenda</li><li>Resize: drag &amp; drop the bottom part</li><li>Delete: use the <code>Delete</code> action in the <code>...</code> submenu or through the <code>⌘/^</code> <code>⌫/␡</code> keyboard shortcut</li></ul><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de7a-6916-7914-9daa-74bb52291bb9.gif" data-width="100%" data-align="center"><h2 id="za21tsey4wk" data-toc-id="za21tsey4wk">📚 Pages</h2>Pages are objects that allow users to save and organize long-term information. Unlike tasks or events, pages are not time-bound and therefore do not "expire".People often rely on pages to record information such as their plumber's phone number, a bucket list, the list of renovations to perform on their house, etc.The actions below are specific to pages:<ul><li>Create: use the <code>+</code> button or use the <code>…</code> menu to create a subpage</li><li>Open: click on a page to open it</li><li>Organize: drag &amp; drop the page to reposition it in a list or drop it on another page to nest it</li><li>Delete: click <code>Delete</code> in the <code>...</code> submenu or use the <code>⌘/^</code> <code>⌫/␡</code> keyboard shortcut</li></ul>And because pages rely on notes, they can contain anything from text and media to checklists and more.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de7d-3ec2-7a56-a7eb-702b8c8f842e.gif" data-width="100%" data-align="center"><h2 id="lr7ai7wr02y" data-toc-id="lr7ai7wr02y">🧑 People</h2>People are, like events, tasks and pages, a core component of your productivity operating system.People represent the contacts you have interacted with over time. Routine synchronizes with your favorite contact management system (e.g Google Contacts) to maintain the information up-to-date.But Routine goes further, allowing you to take notes on people you interact with. Those notes could be simple points you would like to discuss during your next meeting, tasks you need to complete that relate to that person up to recurrent actions you want to be remembered to take e.g scheduling a review meeting, booking a restaurant for your marriage anniversary etc.

Defaults

In Routine, objects can have one or more Notes properties.Such notes are ideal to enrich data with non-structured information e.g rich text.A note is composed of a series of blocks representing text, image, lists of bullet points etc.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de84-976d-7055-82de-c89939432ed8.gif" data-width="50%" data-align="center"><h2 id="5tpewbwkewt" data-toc-id="5tpewbwkewt">👨‍💻 / Command</h2>Hitting <code>/</code> at the beginning of a line lists all the available blocks.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de85-46ef-78e4-9c9b-2c881e85d2b7.png" data-width="50%" data-align="center">Do not hesitate to use it to discover the blocks available and create whatever content you need.<h2 id="1rp1zcbz0fw" data-toc-id="1rp1zcbz0fw">🧱 Blocks</h2><h3 id="f4854ly5e0m" data-toc-id="f4854ly5e0m">Create blocks</h3>Below are listed the blocks supported in Routine along with the associated <code>/</code> command and possible shortcuts.<ul><li>Text</li><li>Lists<ul><li>Bullet lists: <code>*</code> or <code>-</code> followed by a <code>⎵</code> (<code>SPACE</code>)</li><li>Ordered lists: <code>0.</code>, <code>1.</code>, <code>2.</code> etc. followed by a <code>⎵</code></li><li>Check: <code>()</code> followed by a <code>⎵</code></li></ul></li><li>Headings: <code>#</code>, <code>##</code>, <code>###</code> followed by a <code>⎵</code></li><li>Quote: <code>|</code> followed by a <code>⎵</code></li><li>Divider: <code>---</code></li><li>etc.</li></ul><callout-component color="Yellow">⚡ The shortcuts are particularly powerful for creating objects very quickly. We recommend you learn to use them, see <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2MDM2OTc5IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Keyboard shortcuts">@Keyboard shortcuts.</callout-component><h3 id="bctzozlt08k" data-toc-id="bctzozlt08k">Select blocks</h3>A single block can be selected by clicking the <code>⋮⋮</code> next to the block. Then, multiple blocks can be selected through the use of <code>⇧</code> <code>↑</code> or <code>⇧</code> <code>↓</code> (<code>SHIFT</code>+<code>↑↓</code>).Alternatively, drawing a rectangular area over blocks allow to quickly select multiple blocks.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de8d-a24e-7eac-b97f-fe3a70a0b06b.gif" data-width="100%" data-align="left"><h3 id="miyzzotq1x5" data-toc-id="miyzzotq1x5">Move blocks</h3>Every block selection (single or multiple) can be re-positioned in the notes by drag &amp; dropping the <code>⋮⋮</code> handle on the left-hand side.<h3 id="s8y0pi0ddfa" data-toc-id="s8y0pi0ddfa">Copy, cut &amp; paste blocks</h3>Copying blocks is straightforward, just select one or more blocks and hit <code>⌘/^</code> <code>C</code> as you would do with regular text. The equivalent is true for cutting with <code>⌘/^</code> <code>X</code>.Those blocks can then be pasted somewhere else within Routine (<code>⌘/^</code> <code>V</code>) or in the text editor of another application.<h3 id="ew7oe050fq2" data-toc-id="ew7oe050fq2">Delete blocks</h3>To delete blocks, first select one or more blocks, then simply press the <code>⌫</code> (<code>BACKSPACE</code> or <code>DELETE</code>) key.<h2 id="2e453yfpp17" data-toc-id="2e453yfpp17">🎓 Headings</h2><h3 id="7icyxdqi48l" data-toc-id="7icyxdqi48l">Create headings</h3>Headings can be created through the <code>/</code> menu or through the <code>#</code> , <code>##</code> and <code>###</code> shortcuts.<h3 id="02cyorqew6k" data-toc-id="02cyorqew6k">Expand/retract sections</h3>Every section (<code>H1</code>/<code>H2</code>/<code>H3</code>) can be retracted and expanded to hide/show its content.Simply click the arrow on the left-hand side of the section title and every children block will be hidden/shown.<h2 id="ytfqoi10cbt" data-toc-id="ytfqoi10cbt">🎨 Formatting</h2>Routine supports common Markdown formatting like bold, italic, underlined, stricken-through and more.<ul><li>Bold: double stars</li><li>Italic: single star</li><li>Stricken-through: double tildes</li><li>Underlined: single underscore</li><li>Code: single backquote</li><li>Links: square brackets (with optional link between parentheses)</li></ul>If you are not as comfortable with Markdown, you can select some text and use the menu to format it<h2 id="6kclw7dip7y" data-toc-id="6kclw7dip7y">🔗 Links</h2>In addition to explicitly formatting a link in Markdown, Routine also automatically detects links in text to make it ever easier.As such, if you were to write <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://routine.co">routine.co</a> anywhere, the text would be automatically transformed into a <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://routine.co">routine.co</a> link.Links can be opened by holding the <code>⌘/^</code> key and clicking on the link i.e <code>⌘/^</code> <code>CLICK</code> (<code>CMD/CTRL</code>+<code>CLICK</code>).

Note editor

Keyboard shortcuts

Now that you know how to capture everything through the powerful <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MjE3NTkyIiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Console">@Console's capabilities, it is time to learn what to do with all that information.In the same way that professionals go through their email inboxes to process new incoming messages; the most efficient people capture the things going through their minds and process them at the right time.The idea of deciding when the processing takes place is crucial to staying in control. While some advertise going through their inbox a few times a day, some people such a Tim Ferriss, the author of The 4-Hour Work Week, went as far as checking their email inbox once a week.The same applies to your inbox of tasks in Routine. Decide on a frequency and stick to it 💪.When it comes to how to process your inbox, we recommend following the well-known Inbox Zero methodology which goes as follows.For every item in your inbox, follow the 2-min rule below:<ol><li>🧽 If the task is no longer relevant, mark it as “won’t do” (<code>⌘/^</code> <code>⇧</code> <code>I</code>)</li><li>✅ If the task takes less than 2 minutes to perform, do it right away and mark it as done (<code>⌘/^</code> <code>E</code> or <code>⌘/^</code> <code>.</code>)</li><li>📅 If you already know when this task needs to be completed, schedule it (<code>⌘/^</code> <code>L</code>) for a specific day</li><li>⏰ If you do not know exactly when to work on this task, postpone it (<code>⌘/^</code> <code>P</code>) to a later week to reconsider it</li><li>🔄 Repeat this process until you reach Inbox Zero</li></ol>We recommend forcing yourself to perform the actions through the <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI2MDM2OTc5IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Keyboard shortcuts">@Keyboard shortcuts to get used to them.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6d-beb8-73bd-b84b-93bbe47c153f.gif" data-width="100%" data-align="center">

Inbox

You can search for any object or any text in your Routine by clicking the magnifying glass icon in the menu or by using the <code>⌘/^</code> <code>F</code> keyboard shortcut.The search console allows to quickly navigate to any object in your system, from tasks, events and pages but also contacts.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df2b-5505-751e-81e8-d9ffa8adbe47.gif" data-width="100%" data-align="center">

Search

Collect

Routine allows for you to define your own data types: tickets, employee, customer, project, habit, journal entry or else.For every type, you can define the properties composing that type.Below are listed the default types and their properties.<h2 id="8pii5spw4xf" data-toc-id="8pii5spw4xf">☑️ Task</h2><ul><li><code>title</code>: text</li><li><code>parent</code>: parent</li><li><code>status</code>: "abandoned" | "done" | "todo"</li><li><code>planning</code>: date | week</li></ul><h2 id="eifbyiss8k1" data-toc-id="eifbyiss8k1">⏰ Event</h2><ul><li><code>title</code>: text</li><li><code>calendar</code>: calendar</li><li><code>active</code>: boolean</li><li><code>time</code>:<ul><li><code>start</code>: time | date</li><li><code>end</code>: time | date</li></ul></li><li><code>participants</code>:<ul><li><code>email</code>: email address</li><li><code>name</code>: text</li><li><code>status</code>: “needs action” | “accepted” | “tentative” | “declined”</li></ul></li></ul><h1 id="7d1ossayxkl" data-toc-id="7d1ossayxkl">📅 Calendar</h1><ul><li><code>title</code>: text</li><li><code>active</code>: boolean</li><li><code>color</code>: color (⚠️ text for now)</li></ul><h2 id="zpzc47lyxbe" data-toc-id="zpzc47lyxbe">👱‍♂️ Person</h2><ul><li><code>familyName</code>: text</li><li><code>givenName</code>: text</li><li><code>name</code>: text</li><li><code>avatar</code>: text</li><li><code>email</code>: email address</li></ul><h2 id="1ickq8rfap1" data-toc-id="1ickq8rfap1">📄 Page</h2><ul><li><code>title</code>: text</li><li><code>archived</code>: boolean</li><li><code>parent</code>: relation</li></ul>

Types

There are many ways for objects (of any type) to be created in Routine.<h2 id="y34yw5ow16f" data-toc-id="y34yw5ow16f">📋 Dashboard</h2>For quickest way to create objects is through the <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiIwMDc5ODA1IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Dashboard">@Dashboard’s <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MjE3NTkyIiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Console">@Console on desktop or through the <code>+</code> button on mobile.In particular, on desktop/Web, the <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5MjE3NTkyIiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Console">@Console’s recognizes the <code>as</code> keyword which can be followed by the name of the type of object one wants to create.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df0b-a457-7297-8938-99bb20eaa5a7.gif" data-width="100%" data-align="left"><h2 id="yx6mc732yfa" data-toc-id="yx6mc732yfa">⊕ + button</h2>On all platforms, Routine features a general <code>+</code> button to create objects of any type.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193de6a-013f-723f-9f17-49bc46733f6e.gif" data-width="50%" data-align="center"><h2 id="s1cif4ammlm" data-toc-id="s1cif4ammlm">🗒️ Notes</h2>Routine unique approach allows for creating objects in notes.Simply use the <code>/</code> menu and enter the name of the type of object you want to create.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df0c-a95e-7a5f-af96-71cdb98c7ba1.gif" data-width="100%" data-align="center"><h2 id="0axxtiskx6q" data-toc-id="0axxtiskx6q">📊 Views</h2>Finally, views can also be used to create objects related to that particular view e.g of the type in question for instance.

Create objects

On top of creating objects of any type in Routine directly, Routine’s unique approach allows for connecting your favorite tools &amp; services in order to import and/or synchronize bidirectionally data with Routine.For more information, please refer to available integrations, either on the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://routine.co/marketplace">marketplace</a> or in ⚙️ Settings.

Connect third-party services

Routine has been designed as a knowledge graph, with objects (tasks, events, contacts, pages etc.) representing nodes connected to one another.In this giant hierarchy, some objects are upper-level, also known as root objects, while other live in the context of another object, referred to as their parent.In other words, a checkbox in notes of an event represents a task whose parent is the event itself. The event object is itself implicitly linked to the objects representing the other participants in the event. And so on and so forth.Organizing information in Routine implies re-arranging the graph, in particular moving an object from one parent to another, which is a very common operation.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df24-cead-7264-ba51-9662dea578c0.gif" data-width="100%" data-align="center">Assuming you have an object that you would like to move somewhere else in your organization, open it and use the <code>...</code> submenu to access the <code>Move</code> action or use the <code>⌘/^</code> <code>⇧</code> <code>M</code> keyboard shortcut.

Hierarchy

Visualize

Views allow to explore your Routine system and display only the information your need.<h2 id="0016dtksezf" data-toc-id="0016dtksezf">ᐖ Queries</h2>Below are some examples of queries on the default types:<h3 id="bis3q1izyty" data-toc-id="bis3q1izyty">Tasks</h3><ul><li>With a specific title<ul><li><code>tasks where title = "Schedule call with investor"</code></li></ul></li><li>Filter on a status<ul><li><code>tasks where status = "todo"</code></li><li><code>tasks where status = "done"</code></li><li><code>tasks where status = "abandoned"</code></li></ul></li><li>Overdue tasks<ul><li><code>tasks where planning = today - 1 and status = "todo"</code></li></ul></li><li>Tasks of the day:<ul><li><code>tasks where planning = today</code></li></ul></li><li>From a specific parent<ul><li><code>tasks where parent.title = "💼 Work”</code></li></ul></li><li>With notes<ul><li><code>tasks where length(notes.blocks) != 0</code></li></ul></li></ul><h3 id="ff0xc75ko88" data-toc-id="ff0xc75ko88">People</h3><ul><li>With specific names<ul><li><code>people where givenName = "Andrew"</code></li><li><code>people where name = "Andrew Reynolds"</code></li><li><code>people where familyName = "Reynolds"</code></li></ul></li><li>With an avatar<ul><li><code>people where avatar != null</code></li></ul></li><li>Filter on an email address<ul><li><code>people where email = "andrew.reynolds@routine.co"</code></li></ul></li><li>With some notes<ul><li><code>people where length(notes.blocks) != 0</code></li></ul></li></ul><h3 id="4pp26y87pwl" data-toc-id="4pp26y87pwl">Pages</h3><ul><li>With a specific title<ul><li><code>pages where title = "💼 Work"</code></li></ul></li><li>Wit a specific parent<ul><li><code>pages where parent.title = "🍱 Projects"</code></li></ul></li><li>Filter on the <code>archived</code> attribute<ul><li><code>pages where archived = false</code></li></ul></li><li>Partial matching on the page title<ul><li><code>pages where title ~ "Meeting Notes"</code></li></ul></li></ul><h3 id="3sy8fqxws6r" data-toc-id="3sy8fqxws6r">Calendars</h3><ul><li>With a specific title<ul><li><code>calendars where title = "Personal"</code></li></ul></li><li>With a color<ul><li><code>calendars where color = "F"</code></li></ul></li><li>Filter on the <code>active</code> attribute<ul><li><code>calendars where active = true</code></li></ul></li></ul><h3 id="x0ipmzaoqw8" data-toc-id="x0ipmzaoqw8">Events</h3><ul><li>Active events of the day:<ul><li><code>events where active and date(time.start) = date(today)</code></li></ul></li><li>Notes from events with a specific title<ul><li><code>events where length(notes.blocks) &gt; 0 and title = "Chemistry 101”</code></li></ul></li><li>Meeting notes from this week<ul><li><code>events where length(notes.blocks) &gt; 0 and week(time.start) = week(today)</code></li></ul></li><li>From a specific calendar<ul><li><code>events where calendar.title = "Personal"</code></li></ul></li><li>With a defined location<ul><li><code>events where location != null</code></li></ul></li><li>Meetings (i.e with more than one participant)<ul><li><code>events where length(participants) &gt; 0</code></li></ul></li><li>During dates/times:<ul><li><code>events where week(time.start) = week(today)</code></li></ul></li><li>Active<ul><li><code>events where active = true</code></li></ul></li></ul><h3 id="d1y4irpd2xx" data-toc-id="d1y4irpd2xx">References</h3><ul><li>Events with a reference to X in the notes property:<ul><li><code>events where length(notes.references where target.name = "Nicolas Tassone") != 0</code></li></ul></li></ul><h2 id="sqkoq4ob74s" data-toc-id="sqkoq4ob74s">🕳️ Displays</h2>The following displays are currently supported:<ul><li>List</li><li>Table</li><li>Board</li></ul>

Views

Collaborate

<h1 id="i4wi857i2ip" data-toc-id="i4wi857i2ip">🧑 Person</h1>Every contact can be invited; simply open the person’s profile and click the <code>Invite</code> button.<h1 id="85ro656p585" data-toc-id="85ro656p585">⚙️ Settings</h1>Alternatively, head to Settings and click Invite people in the submenu. Enter the email addresses of the people to invite and click <code>Invite</code>.They will receive an email invitation with the instructions to download the Routine application.

Invite users

Extend

<callout-component color="Accent">🛑 Routine's API has not been opened to the public yet. Stay tuned!</callout-component>

Contribute

You can help spread the word about Routine by joining the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://community.routine.co">community</a>.

Join the community

<h2 id="q26zk4kobdp" data-toc-id="q26zk4kobdp">💪 Upvote</h2>You can upvote for your favorite features through various <a target="" rel="noopener noreferrer nofollow" class="link" href="https://feedback.routine.co">boards</a>.<h2 id="yqxe1skblxz" data-toc-id="yqxe1skblxz">🐞 Bug reports</h2>Do not hesitate to let us know if something does not work, either by chat (see <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI3MDEzMDU4IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Join the community">@Join the community), in the app by reporting a bug or by email.<h2 id="my8tbw4ytis" data-toc-id="my8tbw4ytis">🗺️ Roadmap</h2>Check the <a target="" rel="noopener noreferrer nofollow" class="link" href="https://feedback.routine.co/roadmap">roadmap</a> to see what is coming next and subscribe to be notified when the team starts working and deliver on your favorite features.

Provide feedback

It could happen that you stumble upon a fatal error in the app or that something does not work as expected.In order to help us isolate the issue and fix it, please follow the instructions below.<h2 id="73ysmobqx7f" data-toc-id="73ysmobqx7f">1. Report the bug</h2>Open the <code>?</code> help menu and submit a bug report.<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df45-c344-77b4-b0e7-a4617ed92229.png" data-width="50%" data-align="center">This bug report will include logs that will help us fix the issue.<h2 id="qeayacfo1ec" data-toc-id="qeayacfo1ec">2. Fatal modal</h2>Sometimes, a fatal error occurs that should result in a modal that looks like the one below:<img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/0193df44-a44f-7a6f-bcf8-34bb26c73234.png" data-width="75%" data-align="center">In such cases, an automatic bug report should be generated and we will know.<h2 id="x7spliz8eyi" data-toc-id="x7spliz8eyi">3. Get in touch</h2>Do not hesitate to reach out to us if the issue persists to make sure we are aware and so that we can prioritize fixing the issue.

Help debug

Do not hesitate to drop us an email 😉<ul><li>Support: support [at] routine [dot] co</li><li>Press: press [at] routine [dot] co</li><li>Jobs: apply [at] routine [dot] co</li><li>Partnerships: partnerships [at] routine [dot] co</li><li>General: contact [at] routine [dot] co</li></ul>

Contact

Miscellaneous

<h2 id="l8stqb8zc74" data-toc-id="l8stqb8zc74">Story</h2>Routine has been founded by serial entrepreneurs <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/julienquintard/">Julien Quintard</a> and <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/quentin-hocquet-27a3224/">Quentin Hocquet</a>.Prior to Routine, Julien had founded Infinit, a company developing a decentralized data storage technology (out of his PhD at the University of Cambridge), in which Quentin was CTO. The company was subsequently acquired by <a target="" rel="noopener noreferrer nofollow" class="link" href="https://docker.com">Docker</a> in 2016.In 2018, Julien became Managing Director for <a target="" rel="noopener noreferrer nofollow" class="link" href="https://techstars.com">Techstars</a> in Paris, overseeing Techstars' accelerator program and managing Techstars investments in France.After two years running Techstars, Julien and Quentin decided to team up once again and to found Routine. Quickly, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://ycombinator.com">Y Combinator</a> offered them to join the next batch (W21) and accompany them in their ambitious journey.<h2 id="i588lq2l5r1" data-toc-id="i588lq2l5r1">Product</h2>Routine is an all-in-one workspace that allows individuals and team to manage their work and life through a single app, both on desktop and mobile.With Routine, entrepreneurs, CEOs, investors, executives and managers around the world stay on top of things and accomplish more.<h2 id="1bc3wly2xlq" data-toc-id="1bc3wly2xlq">Investors</h2>Routine is backed by <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.crv.com/">CRV</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://ycombinator.com/">Y Combinator</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.boxgroup.com/">BoxGroup</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.targetglobal.vc/">Target Global</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.moc.vc/">Market One Capital</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://pwv.com/">Preston-Werner Ventures</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://failup.com/">Failup Ventures</a> and top business angels such as <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/mattjackrobinson/">Matt Robinson</a>, <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/clementdelangue/">Clement Delangue</a> and <a target="" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/mojombo/">Tom Preston-Werner</a>.

Company

We are always on the lookout for super talented and motivated people to join us.<h2 id="qeyox555aye" data-toc-id="qeyox555aye">Company</h2>Routine (<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://routine.co">https://routine.co</a>) is on a mission to allow professionals and teams to stay on top of things and accomplish more.CEOs, entrepreneurs, investors, senior executive and managers evolve in a very chaotic environment with hundreds of emails, chat messages, things going through their mind and important tasks that must be completed in time.Even though a lot of tools exist, from email clients, todo and note taking apps all the way to project management platforms and physical notebooks, none of them work when it comes to having an overall picture of what matters at the moment while knowing that the less important stuff will eventually be taken care of.Routine is a customizable work operating system that is always at the user's fingertips, allowing professionals to quickly capture data, organize &amp; visualize information and plan.Routine has been created in 2020 by <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/julienquintard/">Julien Quintard</a> and <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://www.linkedin.com/in/quentin-hocquet-27a3224/">Quentin Hocquet</a>, serial entrepreneurs who previously founded Infinit which was acquired by <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="http://www.docker.com">Docker</a> in 2016.<h2 id="50eztywlo6m" data-toc-id="50eztywlo6m">Environment</h2><ul><li>An experienced team that moves quickly</li><li>A lot of autonomy: time, location etc.</li><li>A voice in every key decision being taken</li><li>An opportunity to be a key piece in building a product used throughout the world</li><li>An environment for you to keep learning and further develop your skills</li><li>A financial interest in the company's success</li></ul><h2 id="boxzzdqorro" data-toc-id="boxzzdqorro">Process</h2>The recruitment process goes as follows:<ol><li>Introductory call with CEO</li><li>Interview with future manager</li><li>Technical assignment</li><li>Call with future teammate</li><li>Casual time with team (if possible)</li></ol><h2 id="1kkwiqrs1l1" data-toc-id="1kkwiqrs1l1">Apply</h2>Email us at <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="mailto:apply@routine.co">apply@routine.co</a>

Jobs

<h2 id="rswiwom4eto" data-toc-id="rswiwom4eto">Company</h2>Please refer to <span data-type="mention" class="dark:bg-border bg-[#E9ECF1] px-1 py-0.5 text-sm shadow-none rounded-md" data-id="eyJhcnRpY2xlSWQiOiI5NzcxMjA1IiwiaGVscENlbnRlcklkIjoic21jOWlicWsya3M2N3UzYyIsIm9yZ2FuaXphdGlvbklkIjoiNjcyOTI2N2ZjMGYwNmU0OGZjYTI1Y2RiIiwibG9jYWxlIjoiZW4iLCJzdGF0ZSI6ImxpdmUifQ==-article" data-label="Company">@Company for more information on the history, founders, product and investors.<h2 id="bpw1xlomkpt" data-toc-id="bpw1xlomkpt">Brand</h2><h3 id="2lkflti2f8m" data-toc-id="2lkflti2f8m">Name</h3>Routine (with a capital R)<h3 id="5xtoxr6xwiz" data-toc-id="5xtoxr6xwiz">Mark</h3><h4 id="o0y7tsa378a" data-toc-id="o0y7tsa378a">Logotype</h4><div data-type="columns" class="layout-two-column"><div data-position="left" data-type="column"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01945f29-e9df-7fc6-9666-c720d8ea7d0c.png" data-width="100%" data-align="center">PNG/transparent</div><div data-position="right" data-type="column">SVG/transparent</div></div><h4 id="s18rfcb8b71" data-toc-id="s18rfcb8b71">Symbol</h4><div data-type="columns" class="layout-two-column"><div data-position="left" data-type="column"><img src="https://fb-usercontent.fra1.cdn.digitaloceanspaces.com/01945f2b-fc24-7e4a-b779-8a09b202682a.png" data-width="100%" data-align="left">PNG/transparent</div><div data-position="right" data-type="column">SVG/transparent</div></div><h3 id="xxfwirwq4i7" data-toc-id="xxfwirwq4i7">Colors</h3><div data-type="columns" class="layout-two-column"><div data-position="left" data-type="column"><code>#F96359</code></div><div data-position="right" data-type="column"><code>#FFFFFF</code></div></div><div data-type="columns" class="layout-two-column"><div data-position="left" data-type="column"><code>#B2B2B2</code></div><div data-position="right" data-type="column"><code>#333333</code></div></div><h2 id="rsrs6rr3k3r" data-toc-id="rsrs6rr3k3r">Kit</h2>The <a target="" rel="noopener noreferrer nofollow" class="link" href="https://routineco.notion.site/Kit-55b6e1ec709c4351a707aa6b60488c6d?pvs=4">press kit</a> contains all the information you might need.