Progress is a built-in task and report tracker. It consists of two parts that work together: Plans look to the future (what's ahead), Reports look to the past (what's already done). A plan can be turned into a report when finished, and a report can be linked to a plan to see the result. The calendar brings it all together on a single grid.
Plans
A plan is a task or intention for the future. Every plan has:
- Title — short and clear.
- Description (WYSIWYG) — a full visual editor: bold text, lists, checkboxes, links. The same as in notes.
- Priority — low, normal or high. High is highlighted with an accent.
- Deadline — a specific date or "Someday". Plans without an exact date don't get lost — they sit in a separate group and don't clutter the calendar.
- Checklist — a list of subtasks with a progress bar. Tick an item and the bar fills, showing at a glance how much is left.
- Status — active, completed or archived.
When a plan is done, switch its status to completed — it leaves the active list and goes to the archive. If you like, create a report right away and link it to this plan.
Reports
A report is a record of what's done. Unlike a plan, it looks to the past:
- Title — what was done.
- Description (WYSIWYG) — details, results, conclusions.
- Report date — you can backdate it if you're filling it in for a past day or week.
- Link to a plan — a report is linked to a plan via
plan_id, so you can see which intention it closes.
This makes it easy to keep a diary: what was done in a day, a week, a sprint. One plan can be closed by several reports — progress is visible by accumulation.
Calendar
The list of plans and reports can be switched to a calendar view — a monthly grid with days. It shows the load and deadlines at a glance:
- On the plan deadline date — a colored dot.
- On the report date — a separate colored dot.
- Click on a day opens the list of all plans and reports for that date.
This way you can immediately see when deadlines are burning, which reports are already submitted and where the schedule is overloaded.
Categories and tags
Plans and reports use the same categories (folders) as notes. Create a "Work"
folder in notes — it's available in plans and reports too. Categories are stored in the shared
note_folders table and shared across all modules.
Tags — free-form labels for flexible filtering. Each tag shows a count,
per module separately: how many plans and how many reports use it. So the
#urgent tag will show different numbers in the plans section and the reports
section.
How to send a message to a plan or report
From any chat you can quickly create a plan or report right from a message:
- Right-click the message (or long-press)
- Select "To Progress"
- Choose the type — Plan or Report
- Set the date (deadline for a plan or report date), category and tags
- Click "Save"
The message text is carried into the description. This way a chat discussion becomes a task without copying by hand — agreed, clicked, plan ready.
Filters
Above the list of plans and reports is a collapsible filter panel:
- Filter by categories — colored chips.
- Filter by tags — chips with a count.
Filters work both in the list and in the calendar: filter by the #urgent tag and
only plans with this tag remain in the calendar. You can combine a category and several tags
at once.
FAQ
Can I link a report to a plan?
Yes. A report has a plan_id field — pick the plan when creating or editing, and the report will be linked to it. This is handy when one plan is closed by several reports on different days.
What if a plan has no deadline?
Set the deadline to Someday. Such plans aren't shown in the calendar and don't clutter the grid, but they're visible in the general list. Good for ideas and tasks without a specific date.
Can I mark a plan as completed?
Yes. Switch the plan status to completed — it leaves the active list and goes to the archive. If you keep reports, you can also create a report linked to this plan.
Are tags shared with notes?
Categories are shared (stored in note_folders and split between notes, plans and reports). But tag counts are calculated separately for each module: in plans you see how many plans have the tag, in reports — how many reports.