How to Plan a Goal with Sub-Tasks

Who this is for: Anyone who has an item they're ready to plan in detail.

Joaquin, a meticulous architect, wants to break "Build a weekend cabin" into specific steps — permits, land, plans, quotes, and financing — so it stops being a vague dream and becomes an actual project.

Steps

1. Open the item you want to plan (e.g., "Build a weekend cabin").
2. Navigate to the sub-tasks section in the item detail view.
3. Tap "Add Sub-Task."
4. Enter the sub-task title (e.g., "Research county building permits"). Add optional notes for context.
5. Tap Save. The sub-task appears in the list.
6. Repeat for each step (e.g., "Find suitable land parcels," "Get architectural plans drawn," "Get contractor quotes," "Apply for construction loan").
7. Check off a sub-task when you complete it — tap the checkbox next to the sub-task title.
8. Watch the progress update. The item detail shows "1 of 5 steps." The item card in the list view shows a progress bar filling as sub-tasks are completed.

Expected Outcome

Your item has a structured step-by-step plan. The progress bar in the list view gives you an at-a-glance sense of how far along you are. Each sub-task you check off is a small win that drives momentum.

Tips

• Sub-tasks can be reordered via drag-and-drop — press and hold a sub-task to drag it to a new position.
• You can add notes to any sub-task by tapping it and expanding the notes field.
• Deleting a sub-task shows a confirmation dialog to prevent accidental removals.
• Sub-tasks sync offline like their parent item — you can check them off without a connection and they'll sync later (Tier C).