User guide

User guide — default web client

Every screen and action in the Wigglesome web app (app/). Routes use org slug: /org/acme-corp.

Last updated: August 30, 2026

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Routes

Route	Screen
/auth	Sign in / sign up
/setup	First-run wizard (welcome → org → username → timezone)
/orgs	Organization picker
/org/{slug}	Tasks (list, kanban, or calendar)
/org/{slug}/home	Home dashboard
/org/{slug}/inbox	Inbox (parked tasks)
/org/{slug}/activity	Organization activity
/org/{slug}/trash	Trash
/org/{slug}/settings	Settings (sections via ?section=)

Organization URL query params (bookmarkable):

Param	Effect
path=	Hierarchy drill-down (ancestor display IDs)
task=	Open task detail modal
filter=mine	My Tasks
involve=	My Tasks roles CSV (assigned, created, collaborating); omit = Assigned only
view=	Packaged or saved view
tag=	Tag lens
due=	Due horizon (today, next-7-days, next-30-days)
hide_done=1	Temporary hide completed/canceled (deep-link override)
show_done=1	Temporary show completed when the context default is off

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Authentication

Sign in (/auth)

• Enter email and password → Sign in.
• Wrong password shows an error; no session.

Sign up (/auth)

• Enter email and password → create account.
• New accounts run a short setup wizard (/setup: welcome → organization → username → timezone). The suggested default org name is Personal.
• After setup you land in that organization. Create additional team organizations from the org picker (Create organization) when you need shared orgs.

Sign out

• Sidebar footer → Sign out (below Activity, Trash, Settings, Help, and Keyboard shortcuts).
• Session cleared; organization URLs redirect to /auth.

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Organization picker (/orgs)

Action	How
List your orgs	Open /orgs or click ⇄ next to org name in sidebar
Open an org	Click the org → /org/{slug}
Create org	Create organization → name → create (you are owner)
Switch org while working	Top bar (or drawer) → ⇄

Visiting /org/{slug} for an org you do not belong to redirects to the picker with an error.

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App shell

Top utility bar (md and wider)

Control	Action
Logo / Wigglesome	Brand
Org name + ⇄	Switch organization
Notifications bell	Open notifications panel

Sidebar header

Control	Action
Collapse / expand sidebar (desktop wide tier)	Icon-only mode; persists on reload
Logo / org switch (mobile drawer only)	Brand + switch organization when the top bar is hidden

Main navigation

Item	Action
Home	Per-user widget dashboard
Inbox	Your parked tasks (Capture / Ready / Discard)
All Tasks	Hierarchy at root All tasks; clears view/tag/My Tasks
My Tasks	Flat list of tasks assigned to you

Search lives in the top utility bar (or mobile header) and via ⌘K / Ctrl+K — see Search modal.

Views section

Collapsible section header (Views). New accounts seed default folders (Due in…, Overview, Cleanup, Other, plus My views for saved filters). You can create your own folders, rename/delete them, and drag views between folders (or use the row overflow menu → Move to folder).

Action	How
Open a packaged view	Click view name → flat filtered list; URL ?view=
Collapse a view folder	Click folder header → hides views in that folder; state persists
Open packaged Unfiled Tasks	Cleanup folder (or enabled catalog); tasks with no project ancestor — product Unfiled (same as Project column Unfiled)
New folder	Folder icon in Views section header
Rename / delete folder	Folder header controls
Reorder / move views	Drag handle, or overflow → Move to folder / Unfiled (folder placement: Unfiled = Views root, not task filing)
My views	Your saved views (default folder name; rename freely)
Open view	Click name
Edit view	Row overflow menu → Edit (saved views you can write)
Share with organization	Row overflow → Share with organization (personal views, org writers) — teammates can open; one-way
New view	+ icon in Views section header

Tags section

Action	How
Browse by tag	Click tag → flat list; URL ?tag=
Create / edit tags	Sidebar row controls (write access) or task detail; full list under Settings → Tags

Empty state: “No tags yet.” Create from the sidebar or from task detail.

Projects section

Action	How
Expand/collapse section	Section header
Expand project in tree	Chevron → lazy-loads children
Open project in Tasks	Click project name → drill-down; syncs path= URL
New project (+)	Opens modal (title + optional color); write access only

Footer

Item	Route / action
Activity	/org/{slug}/activity
Trash	/org/{slug}/trash
Settings	/org/{slug}/settings
Help	Opens the user guide overlay
Keyboard shortcuts	Opens the ? help overlay
Sign out	—

Smaller screens

• On tablet / small-laptop widths, the sidebar becomes a slim icon-only rail — navigation stays visible and Tasks stays interactive beside it.
• On narrow (phone) viewports, a hamburger opens the sidebar as a drawer.
• Same nav items as desktop at every size.

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Mobile and narrow viewports

Wigglesome works in mobile browsers and can be installed to your home screen (Add to Home Screen / PWA). On supporting browsers (for example Android Chrome), a one-time Install Wigglesome for quicker access snackbar may appear after you sign in — choose Install or Not now. You can also use the browser menu (Install / Add to Home Screen). Install opens a standalone window; the app stays online-first (no offline cache). Navigation uses the hamburger drawer below tablet widths; an icon rail keeps content interactive on medium widths.

On narrow viewports the workspace list and secondary admin tables (Trash, Members, task-view settings, permission grants) use card layouts instead of sideways-scrolling tables. Kanban columns wrap without horizontal scroll. Task detail opens full screen on phones (sticky footer actions stay visible). Use Select multiple on the bar above the list (or long-press a task card) for bulk actions. Layout and Columns / Card fields live under View options on narrow widths. Secondary filters (Show completed, Group by, and packaged toggles) live under Filters on narrow widths. On touch devices, some desktop hover-only row actions stay visible on coarse pointers or after focus.

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Search modal

Open: top utility bar Search (md+), mobile header Search, ⌘K, or Ctrl+K.

Action	How
Search	Type query → org-scoped title search
Navigate results	Arrow keys
Open task	Enter or click → task detail modal
Open project	Enter or click → drill-down
Save as view	Name it → Save view (creates a saved view in the sidebar)
Close	Escape, ×, or backdrop

Saving from the palette creates a saved view whose filter carries the text query — the same object as any view in the sidebar, so a text search and a structured filter are one concept.

Command mode

A leading > in the same modal switches to command mode (navigation targets only — views, tags, projects, fixed pages, org switch). ⌘⇧P / Ctrl+Shift+P opens the modal with > prefilled. Delete the > to return to search with the typed text intact. Command mode never returns task results.

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Keyboard shortcuts

Press ? when focus is not in an editable field, or use sidebar footer Keyboard shortcuts, for a read-only overlay of Global (Search, Quick capture, Command mode, Escape), Review (r / j·↓ / k·↑), and List (title roving, Enter, Space) shortcuts. It is not a keybinding editor.

Quick capture parks a note in your Inbox without leaving the current screen: top utility bar Quick Capture (lg+), mobile header icon, or ⌘⇧C / Ctrl+Shift+C (writers only).

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Help (user guide)

Sidebar footer Help opens a read-only overlay of this user guide. Use the heading search to jump to a section. Command mode (> in search) offers Help: … destinations for curated topics; empty states and some Settings intros offer Learn more to the same overlay. It does not open from ? (that chord remains keyboard shortcuts) and is not a product tour.

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Inbox

Route /org/{slug}/inbox lists your parked tasks for the active organization. Capture (header, mobile, or ⌘⇧C) parks a thought here without leaving the current screen. On each row, writers can Ready (release from Inbox into the open list), Discard (soft-delete), or Make project. Viewers can open Inbox read-only without Capture or process actions. Parked items stay out of most other lists until Ready (org Privacy can change that).

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Tasks

Main surface at /org/{slug}.

Header

Control	Action
Heading	All tasks, view title, tag name, Projects, or My Tasks (hierarchy location is in breadcrumbs)
Project color dot	On breadcrumb segments when drilled into a colored project
View only notice	When effective role is viewer at this level
List / Kanban / Calendar toggle	Switches layout; persists per org/view context (My Tasks returns to List on reload)

Breadcrumbs and filters (hierarchy modes)

Shown for All Tasks drill-down and My Tasks (not for flat view/tag lenses).

Control	Action
Breadcrumb All tasks	Return to root list
Breadcrumb segment	Navigate to that ancestor level
Show completed	Toggle done / canceled rows; persists for the active view context
Include overdue	Only on Due Today packaged view; extends today window (custom views with Due = today store include-overdue on the definition instead)
Due horizon	All · Today · Next 7 days · Next 30 days on eligible list surfaces (?due=); not on custom saved views, Projects index, Review, or Home

Due horizon vs view Due: Temporary overlay on the open list (?due=), not packaged/saved Due membership. Full framing: features.md (Due horizon vs custom/packaged Due). On custom views, encode time with the editor’s Due field (horizon control is absent).

Show completed resolution: URL override → context/per-view override → app preference default → default on.

List layout

Column / control	Action
Status icon	Click to cycle status (todo → in_progress → done); disabled for terminal rows and viewers
Title + display ID	Title link opens task detail (?task=); middle-click / Ctrl/Cmd+click opens in a new tab. Long titles wrap at most two lines; hover the title for the full text
Column width	Desktop table: drag the tick on a header’s right edge, or focus the tick and use Left/Right (Shift for larger steps). Widths persist per view. Double-click restores that column; Columns → Reset restores all
Description	Not shown on the table row (open the task). Phone cards still show a one-line preview
Project	Containing project or Unfiled (no project ancestor — same idea as Cleanup Unfiled Tasks); writers can change via picker when the column is visible
Assignee / Priority / Due / Tags	Display; writers can edit many cells inline via compact popovers
Open (project link)	Drill into that project’s hierarchy without opening the modal

Kanban layout

Action	How
View columns	To do, In progress; plus Done, Canceled when Show completed is on
Open task	Click card → detail modal
Change status via drag	Drag card onto another status column (writers)

Calendar layout

Action	How
View	Month grid by due date (your timezone); Week and Agenda variants
Navigate	Prev / Next / Today
Open task	Click a day chip → detail modal
Undated	Region lists tasks with no due date
Due-window views	Switching to Calendar widens a due filter (e.g. Due Today) to the visible month; returning to List restores the original list results

Quick-add

Action	How
Create task at current level	“Add a task and press Enter”
Context	Root, drilled project, or hierarchy mode; also My Tasks, tag browse, and task views; hidden when view-only or cross-org

Optional @key:value field directives (and bare @reviewed) in the same line set fields on create (stripped from the title). Directives override view/My Tasks defaults for the same field.

While typing, @ opens autocomplete: choose a field key, then pick a value (org priorities/statuses, members, tags, projects, due shortcuts like today/tomorrow, or pinned true/false). @reviewed inserts as a flag (no value). Arrow keys move the highlight; Enter or Tab inserts; Escape dismisses. Filter by continuing to type. Capture / Inbox quick-add does not use directives.

Directive	Example	Effect
@due:	@due:07152026 or @due:2026-07-15	Due date at noon in your timezone (mmddyyyy or yyyy-mm-dd)
@tags:	@tags:writing,q3	Apply tags (creates missing org tags); no spaces in tag names
@priority:	@priority:medium	Org priority key
@assignee:	@assignee:alice	Assign by username (must be an org member)
@status:	@status:done	Org status key
@pinned:	@pinned:true	Pin the new task for you
@project:	@project:Website or @project:"Q3 Launch"	File under an existing project (title or display id); quoted titles when the name has spaces
@reviewed	@reviewed	Mark reviewed at create time (reviewed_at = create timestamp); no :now / :created values

Example: Ship docs @due:07152026 @priority:medium @tags:docs @assignee:alice @project:Website @reviewed

Invalid values (bad date, unknown status/priority, unknown assignee, unknown or ambiguous project, valued @reviewed:…) show an inline error and do not create a task. Unknown tokens like @foo:bar stay in the title.

My Tasks specifics

• Flat list (no hierarchy breadcrumbs).
• Default shows tasks assigned to you. Use the Assigned / Created / Collaborating chips to include any mix (OR). URL uses involve= (e.g. involve=assigned,collaborating); omit involve for Assigned-only. Your last chip selection is remembered per organization when you reopen My Tasks from the sidebar.
• With Show completed on and list layout: matching open tasks in main table; Completed (N) section below for done/canceled.

Completed section

When show-completed is on in list layout, terminal-status tasks may appear in a separate Completed section (hierarchy and My Tasks).

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Task detail modal

Opens over Tasks; URL ?task= restores on reload. Title: {display_id} · {title}.

Close: ×, backdrop click, or Escape (unless a nested confirm is open).

Core fields

Field	Editable when
Title	Write access
Description	Write access
Status	Write access
Priority	Write access
Assignee	Write access (org members + unassigned; Former member if off roster)
Due date	Write access — attribute bar When dialog (with Repeats / Remind me)
Goal date	Write access — reference rail (not inside When)
Project color	Projects only; swatch picker

When summarizes due date, repeat, and whether a personal reminder is set; opening it edits those three together. After a reschedule, quiet Originally due … appears under When (date only). How Due / Goal / Open / Originally due differ: time-signals.md.

Recurrence (tasks only)

Action	How
Enable / update	Set due date → open Recurrence → preset → Save schedule
Weekly	Repeat on weekdays
Monthly / Yearly	Calendar day or weekday-of-month
Stop series	Stop repeating
Complete repeating task	Set status to done (autosave) → due advances; status returns to todo

Not shown on projects. Viewers see summary only.

Tags

Action	How
Apply existing tag	Select → Apply
Create tag	Name + optional color → Create and apply
Remove from task	× on chip

Links

Action	How
Add	URL + optional label → Add link (example.com → https://…)
Edit	Change fields → save
Delete	Delete on row
Open	Click link (new tab)

Depends on (dependencies)

Action	How
View prerequisites	List with status
Open prerequisite	Click title → navigate to that task in modal
Add	Select task → Add prerequisite
Remove	Remove
Blocked indicator	Blocked badge when any prerequisite is incomplete

Cycle errors surface from the API.

Comments

Action	How
Post	Text → Post
Edit own	Edit → save
Delete own	Delete
Delete any (owner/admin)	Delete on others’ comments
Mention	@username (literal handle)

Oldest-first; author username shown.

Follow / Unfollow (attribute bar): watch discussion so comment notifications reach you. Creator, assignee, collaborators, and anyone who comments auto-subscribe; Unfollow stops further comment_added notifications until an auto role re-subscribes you. Mentions still notify independently of follow state.

Custom fields

Typed editors per org definition. Org admins manage definitions under Organization → Custom fields (Visible hides org-wide without deleting task data; Delete removes the definition). Each member can hide org-visible fields under Settings → Display (visual only — stored values unchanged). Keys without definitions appear read-only under Legacy fields (JSON).

Provenance

Read-only: created/updated by (username) and timestamps. Active tasks also show a muted Open duration (instance elapsed time) — clock copy, not a verdict (time-signals.md).

Permissions

Visible to org owners/admins and users with effective admin on this resource.

Action	How
List grants	Per-member effective roles
Add grant	Select member + role → save
Change grant	Edit role on row
Remove grant	Remove
Hidden (none) grant	Confirm dialog — user loses visibility of subtree

Grant roles: none, viewer, member, admin (not owner).

Private

Creators and org owners/admins can mark a task or project Private in the attribute bar. Private items (and descendants under a private project) are not visible to other members and viewers. Org owners and admins still see them. Assignees can see a private leaf assigned to them, but not work under someone else’s private project. Private is org-wide visibility; a Hidden (none) permission grant hides an item from one member only.

When you open a project as a folder (hierarchy drill, Projects tree / index, or Cmd+K), use Project details (under the drilled heading) or Open details / Details on the row to reach the attribute bar — title click still drills into children.

Actions footer

Core fields and custom fields autosave (~600 ms after you stop editing). The footer shows Saving… → Saved, or Save failed on error. There is no separate Save button. Closing with an unsaved or failed change asks Close without saving?

Button	Action
Delete	Soft delete; cascade prompt if children exist
Copy link	Copies absolute /org/<slug>?task=<display_id> URL (any reader)
Change history	Nested dialog of task-row field changes
Permissions	Owners/admins — grant management dialog
Export subtree	Download JSON of task + descendants (off by default; enable in Settings → Display & layout)
Save as template	Writers — store subtree as an org template (Settings → Templates)
Close	Dismiss modal (unsaved-change guard when applicable)

Delete with children: choose delete all (cascade) or keep children (reparent). If cascade would include nested tasks you cannot delete, the app warns with the count and offers cancel or skip those and delete the rest.

Viewers: fields read-only; no Delete/template/export; tags/links/comments/dependencies disabled. Copy link, Follow / Unfollow, and Change history remain available when the task is readable.

Navigate between tasks

Opening a link, dependency, or search result can switch the modal to another task (onNavigateToTask).

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New project modal

Sidebar Projects + (write access).

Field	Required
Title	Yes
Color	Optional swatch

Create adds root-level project to sidebar tree and root list.

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View editor

From New view or edit (overflow Edit) on a saved view you can write.

A saved view can constrain by text and/or structured filters — a text-only view is what used to be a “saved search.” On create, optional Share with organization makes the filter available to teammates in this org (shared names are unique per org). Assignee → Me on a shared view means each teammate’s own assignment, not the creator’s. Shared views show a Shared label in the sidebar and list summary; non-writers see the summary without Edit.

Each filter dimension is a collapsible group. The header shows the name and a count chip (N selected or none). Groups with an active selection open by default; empty groups start collapsed — expand a group to change its filters.

Field	Options
Name	Required
Text contains	Free text; matches title and/or description (Contains or Whole words; choose Title / Description)
Status	Multi-select from the org’s workflow options
Priority	Multi-select from the org’s priority options
Assignee	Any, me, unassigned, or a specific member
Include tags	Multi-select; Match = all selected (default) or any selected. Exact tag ids only — selecting a parent does not include tasks tagged only with a child (unlike sidebar tag browse, which is descendant-inclusive)
Exclude tags	Multi-select; task must have none of these tags. Same exact id rule — list each leaf you want hidden
In projects	Root projects only; task’s container_project_id must be one of the selected roots
Not in projects	Root projects only; exclude those roots
Kind	Any, task, or project
Due	Any, overdue, today, this week, or none
Goal	Any, today, this week, or none (goal date is a silent target — it does not drive due nudges)
Reviewed	Any, never reviewed, or stale (14+ days)
Custom fields	Predicates per org definition (eq / empty / comparisons by type)

Flat project list: create a view named Projects, set Kind to project, leave other fields at Any. Opens a scannable flat list of every project in the org (all nesting levels). The sidebar Projects tree is for hierarchy drill-down; this view is the flat alternative. Seed user owner@test.com includes a Projects view after db reset.

Action	Button
Save	Save (create or update)
Delete	Delete (edit mode)
Cancel	Close modal

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Trash (/org/{slug}/trash)

Action	How
Modes	Segment My trash \
View deleted tasks	Table: title, kind, deleted at (cards on narrow viewports)
Filter loaded list	Filter by title… plus Tasks only / Projects only chips (client-side over loaded rows; use Load more to bring more into scope)
Restore	Restore per row (write access)
Empty my trash	Empty my trash only in My mode when permanent delete is allowed (members need Policies → Trash → Allow members to permanently delete from trash; owners/admins always)
Org permanent delete	In Org trash: select rows → Delete permanently (includes writable soft-deleted descendants under a selected parent; others you cannot delete stay in trash; no mass empty on this page)

Org-wide purge of soft-deleted items older than N days is under Settings → Policies → Trash (Empty trash older than…). Keep deleted items for prefills that dialog; nothing deletes automatically.

Restore fails if parent is still deleted (API error shown). Viewers can list trash but cannot restore or permanently delete.

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Settings (/org/{slug}/settings)

Settings are grouped in the rail. Use ?section= to deep-link (Profile is the default when the param is omitted). Legacy aliases still resolve: preferences → Appearance, views → Task views, task-defaults → Task creation, display → Task detail sections, organization → General.

You: Profile · Appearance (appearance) · Notifications (notifications) · Task defaults group → Task creation (task-creation) / Task views (task-views) · Display & layout group → Task detail sections (display-detail-sections) / Task list columns (display-list-columns) / Display presets (display-presets) / Other (display-other) · Privacy (privacy) · Backups (backups)

Organization: General (org-general) · Display & layout group → Sidebar layout (org-display-sidebar) · Policies group → Access & data (org-policies) / Trash (org-policies-trash) · Members (org-members) · Custom fields (org-custom-fields) · Statuses & priorities (org-workflow-options) · Tags (org-tags) · Checklist library (org-checklists) · Templates (org-templates) · Extensions (org-extensions) · Import & export (org-import-export)

Danger zone: Delete organization (org-danger)

Checklist templates live under Checklist library; project/task subtree templates and view templates live under Templates. Each section links to the other so you do not have to hunt both. Apply or clone a checklist from task detail; create a subtree or a personal saved view from Templates. To freeze a custom view’s filters as a playbook, open the view editor and choose Save as view template.

Profile

Action	How
Display name and avatar	Display & avatar form → save
Change username	Username form → save (unique validation)
Recent activity	Recent activity list of your org changes (when present)

Appearance (?section=appearance)

Setting	Effect
Theme	Light / Dark — also via top-bar / mobile-header toggle; saves on select (same as Settings)
Default Show completed	Baseline for new workspace sessions
Timezone	Due-date view boundaries (packaged due views)
Default landing	Home (product default), All tasks, or a chosen Saved view when entering the org
Two-pane / rail options	Sidebar layout mode and related chrome preferences

Notifications (?section=notifications)

Setting	Effect
Master switch and per-type toggles	In-app assignment, comment, mention, status, collaborator-added, due-today, past-due, and related types
Email	Per-type opt-in (Assigned to you, collaborator, comments, mentions, status, Due today, Past due, Remind me, Shared view available). Each defaults off and is independent of the matching in-app toggle and the master switch.
Enable OS notifications	Optional Web Push for this browser — same type toggles gate what can push; not offline or list sync. Unavailable when the browser or VAPID key does not support push.

Due-reminder timing (morning of vs evening before the due day) is set under Organization → Policies, not here.

Who receives due reminders

• Due today and Past due go to the task assignee when one is set.
• If the task is unassigned, they go to the creator while that person is still in the org.
• You must have Enable notifications and the relevant type toggles on in this panel.
• Completed, canceled, and soft-deleted tasks are skipped.

Timing: Org owners and admins choose morning-of vs evening-before under Organization → Policies (recipient timezone). Personal toggles here control whether you receive each type.

Solo tip: Assign recurring chores to yourself so due nudges reach you.

Task creation (?section=task-creation)

Under the Task defaults rail group. Legacy ?section=task-defaults opens this panel.

Setting	Effect
Show likely matches when creating tasks	Suggest similar tasks while typing in quick-add; includes completed-task and assignee/org scope options

Task views (?section=task-views)

Under the Task defaults rail group. Legacy ?section=views opens this panel.

Setting	Effect
Packaged view rows	Per catalog view: enable, Folder, Show completed override, Include overdue (Due Today only) → Save task views

Task detail sections (?section=display-detail-sections)

Under the Display & layout rail group. Legacy ?section=display opens this panel.

Setting	Effect
Detail sections picker	Show/hide and reorder task-detail body sections
Custom field detail visibility	Per-user hide of org custom fields in task detail

Task list columns (?section=display-list-columns)

Under the Display & layout rail group.

Setting	Effect
Default list columns	Default columns for workspace lists (views may override via Columns)

Display presets (?section=display-presets)

Under the Display & layout rail group.

Setting	Effect
Default preset	Optional fallback when a view has no saved column/card/section overrides
Saved presets	Apply sections / Rename / Delete for each named bundle
Templates	Typed Kanban, List view, and Detail sections panels (chips + mini-previews) used when saving a new preset

Display Other (?section=display-other)

Under the Display & layout rail group.

Setting	Effect
List page size	Page size for workspace lists
Sidebar layout	Show/hide and reorder optional Projects, Tags, and Views
Show Export subtree in task detail	When on, task detail footer offers Export subtree (off by default)

Privacy (?section=privacy)

Setting	Effect
Personal audit logging	Log your actions (forced on when org Policies require it)
Parked (Inbox) tasks in other views	When the org lets members choose, whether your own parked tasks also appear on other lists/search before Ready

Backups (?section=backups)

Setting	Effect
Backup reminders	Personal interval and org reminders for managed orgs; one-click JSON export when available

Organization

Each subsection is a separate page under Organization in the settings rail.

General (?section=org-general)

Action	How
Rename org	Edit name → live Your URL: /org/{slug} preview → Save name

Display & layout → Sidebar layout (?section=org-display-sidebar, owners and admins)

Action	How
Org sidebar layout	Optional sections for all members (Projects / Tags / Views); disabled sections hidden for everyone

Policies → Access & data (?section=org-policies, owners and admins)

Setting	Effect
Cross-org view surfacing	Whether this org’s tasks appear in Everything Everywhere elsewhere
Cross-org likely matches	Whether this org’s tasks appear in create-time likely matches elsewhere
Member export	Allow members/viewers to export when enabled
Due reminder timing	Morning of or Evening before the due day (in-app; recipient timezone)
Require audit logging	All members logged; members cannot opt out in Privacy
Inbox list participation / teammate visibility	Org-wide parked-task list and privacy policy

Policies → Trash (?section=org-policies-trash, owners and admins)

Setting	Effect
Keep deleted items for	Days value that prefills Empty trash older than…; nothing deletes automatically
Allow members to permanently delete from trash	When off, members lose Empty my trash / Org selection delete
Empty trash older than…	Owner/admin purge of soft-deleted items older than N days

Members (?section=org-members, owners and admins)

Action	How
View roster	Display labels, @username, roles
Invite by username	Username + role
Invite by email	Email for an existing user
Change role	Dropdown per member
Remove member	Remove (cannot remove last owner)

Members and viewers do not see member management.

Import & export (?section=org-import-export)

Action	Who	How
Export to JSON	owner/admin always; member/viewer when org allows	Full org export (active tasks only in UI export; no trash or roster in file)
Import from JSON	owner, admin, member	Choose file → pre-flight summary → confirm

Export subtree visibility is controlled under Display & layout, not this page. Re-importing the same file creates duplicates (v1 behavior). Viewers cannot import.

Delete organization (?section=org-danger, owners)

Action	How
Delete org	Delete organization → Confirm (permanent; all data lost)

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Roles and effective access

Org roles

Source of truth for org-role capabilities. Product catalog and QA link here instead of maintaining a second matrix.

Capability	owner	admin	member	viewer
View tasks, tags, links, comments	✓	✓	✓	✓
Create/edit/delete (when effective role allows)	✓	✓	✓	✗
List bulk actions (when effective role allows)	✓	✓	✓	✗
Trash restore	✓	✓	✓	✗
Empty my trash / Org selection delete (when policy allows)	✓	✓	✓ (policy)	✗
Empty trash older than… (Policies → Trash)	✓	✓	✗	✗
Member management	✓	✓	✗	✗
Org settings (Policies, Extensions, workflow, custom fields, …)	✓	✓	✗	✗
Delete organization	✓	✗	✗	✗
Export JSON	✓	✓	✓ (policy)	✓ (policy)
Import JSON	✓	✓	✓	✗
Browse templates	✓	✓	✓	✓
Save / create from / delete templates	✓	✓	✓	✗
Manage resource permission grants	✓	✓	effective admin on resource	✗

Effective role on a task/project

Can differ from org role:

Effective role	What you see
admin	Full write; can manage grants if org role allows
member	Write
viewer	Read-only; View only indicator
none	Hidden from lists and sidebar tree

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Patterns

How-to recipes using what already ships — not a separate product area. Prefer these over living forever on packaged All Tasks.

Focus with excludes

1. Create tags for domains you want off your main work list (for example chores and people), and/or a root project for life-admin. Prefer flat domain tags: saved-view exclude matches exact tag ids only (excluding a parent does not hide tasks tagged only with a child).
2. Create a personal saved view (sidebar Views → +, or Save view from a filtered list): assignee Me (or due today), exclude those tags and/or Not in that life-admin project; optionally limit to active statuses.
3. Favorite that view; optionally set Appearance default landing to it, and/or add it as a Home Saved view widget. Unlabeled work stays visible — that is intentional.
4. When you add a new life-admin tag later, edit the view to exclude it. Do not require a special “focus” include tag on every project task (forgetting the tag hides work).

Capture → Inbox → Today

1. Capture parks a thought in Inbox without forcing a project or due date.
2. Open Inbox when ready: Ready to release into the open list, file under a project/tags, set due, or Discard.
3. Work from a due lens (Today / packaged Due Today) or your Focus saved view — not only from All Tasks. Home due widgets and Favorites are other doors into the same habit.

Sharing a view

Share with organization (on create, or row overflow on a personal view) makes that filter available to teammates. Shared names are unique per org. Assignee → Me on a shared view means each teammate’s own assignment. Keep personal Focus / life-admin lenses personal unless the team intentionally adopts the same excludes; share work triage lenses deliberately. Non-writers see shared views read-only (summary without Edit).

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Not in the UI

Capability	Notes
Mind map layout as ViewToggle segment	Not implemented; optional Whiteboard extension is separate (Settings → Extensions)
Impact / effort / value score fields	Planned (SOMEDAY.md) — Task scoring extension covers Impact×Effort / ICE when enabled

For formal behavior details, see the default-client overview and the nested capability for that surface.