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Planning — Regression Test

Prerequisites

  • Quarterly planning is Premium-gated. Test the weekly steps on any plan; test the quarterly steps on a Premium account (or via a QA entitlement override).

Weekly planning

  1. Open the Planning tab on the This Week view.
    • The week range label is shown and today's column is highlighted
  2. Add an unscheduled card via the + Add a weekly card… input under Your weekly cards (type a title, press Enter).
    • The card appears in the unscheduled list
  3. Drag the card into a day column in the Schedule grid.
    • The card lands in that day
  4. Add a card directly to a day via the day's + button.
    • The card is created under that day
  5. Click a card to toggle it complete; rename a card by clicking its title.
    • Completing shows the done/struck state; the rename is saved
  6. Lock the weekly plan with the Hold to Lock Week button (press and hold).
    • Cards become immobilized and can no longer be edited/added
  7. At the start of a new week (or with carry-forward cards present), use Carry / Skip on a previous incomplete card.
    • Carry brings it into the current week; Skip clears it

Quarterly planning (Premium)

  1. Open the This Quarter view.
    • On Premium: pillars and goals are shown
    • On Free/Member: a "Quarterly planning is a paid feature" paywall with View plans is shown
  2. (Premium) Add a pillar, add a goal under it, rename the goal, then delete the goal and pillar.
    • Each create/rename/delete reflects immediately
  3. (Premium) Back on This Week, link a weekly card to a quarterly goal.
    • A colored goal chip appears on the card