OKNote
Getting Started

✅ Tasks & Reports Guide

Click ☑️ Tasks (⌘⇧3) in the module rail. Three view buttons sit at the top — List, Schedule, Report — matching the three jobs of this module: managing to-dos, planning your calendar, and generating weekly and monthly reports.

1. List view: your to-dos

Tasks are organized into to-do lists — one list is a group of related tasks (say "This week", "Groceries", or "Project A follow-ups").

Create a list, add tasks

  1. Click "New" at the top left of the view to create a to-do list and name it.
  2. In the editing area on the right, click "New reminder" to add your first task. From there, press Enter to add the next item on a new line, and Backspace on an empty item deletes it — as fluid as a notepad.
  3. Click the circle in front of a task to complete it; done items get a strikethrough and record their completion time.

What each task can carry

Hover over a task and two small icons appear on its right:

  • 🚩 Priority: High (red) / Medium (yellow) / Low (blue), or clear it.
  • 🔔 Reminder: pick a date and time (with an "In N days" quick input) and you'll get a notification when it's due. The same panel also sets Repeat — Daily / Weekly / Monthly / Yearly — perfect for standing meetings, rent day, and other recurring items.

Every task can also expand to hold notes.

Tools at the top of the view

  • Stats bar: total / done / to-do / due today / overdue — progress at a glance.
  • 🔔 Reminders: the bell at the top right gathers every upcoming reminder in one place.
  • Clear completed: sweeps away everything you've checked off, in one click.

Reminders don't only fire in the page: the server checks for due tasks every minute in the background and pushes notifications, so you won't miss one even with the app closed.

2. Schedule view: tasks on a calendar

Switch to "Schedule" and your tasks take calendar form, with Month / Week / Day granularity (switch at the top; navigate with ◀ Today ▶).

  • Month view: an overview of the whole month, with this month's task list alongside on the left.
  • Week / Day views: come with a timeline. Click and drag on the timeline to block out a time slot and create a scheduled task; you can also create all-day tasks or tasks with just a due date.

AI quick task 🎯

The Schedule view has an AI floating button at its bottom right. Open it and choose "AI quick task":

  1. Type in natural language, for example: "Product review with the team next Wednesday at 3pm, remind me 30 minutes before".
  2. Voice input works too — tap the mic and just say it.
  3. Click "AI parse" and the AI splits out the title, date, time, and reminder; confirm and it's saved.

3. Report view: AI writes your weekly and monthly reports

This is the module's signature feature: based on what you did and didn't finish over a period, the AI generates a ready-to-send weekly or monthly report.

Prerequisite: AI is configured (see "🤖 AI Setup Guide" — this uses the "Notes / Report AI" slot).

Generate a weekly report

  1. Switch to the "Report" view and click "Generate report" at the top left.
  2. Choose the report type (Weekly report / Monthly report) and the specific week or month.
  3. Click "AI generate". The AI collects every task across all your to-do lists that falls within the period — finished or not — and distills it into a structured report: what got done this week, what's still in progress, and what got in the way.
  4. Preview first, then save if you're happy. If a report already exists for the period, a side-by-side comparison lets you choose which one to keep.

Generated reports are archived by year in the timeline on the left of the Report view, where you can edit, regenerate, or delete them anytime.

Match your team's format

Head to Settings (⌘,) → Tasks for a few very practical options:

Setting What it does
Week starts on Whether weekly reports count from Monday or Sunday
Period Natural month (the 1st to month-end), or a custom period (e.g. the 26th through the 25th of the next month — matching many companies' review cycles)
AI instructions An extra instruction for each report type, e.g. "Output as a table with three columns — done this week / planned next week / risks — under 300 words"

Once your AI instructions are in place, every report follows your format — configure once, benefit forever.

Note: reports are generated on demand (there's no scheduled run). Make clicking "Generate report" a Friday-afternoon habit.

4. A few things worth knowing

  • Under the hood a to-do list is a kind of note, so it syncs across devices, works offline, and lands in the notes Trash when deleted — restorable like any note.
  • Report content is stored separately in its own report library; it won't clutter your note list.
  • The data export in Settings → Export includes all your weekly and monthly reports.

Next up: "📎 Attachment Center Guide".