On this page
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
Open the Planning tab on the This Week view.
Add an unscheduled card via the + Add a weekly card… input under Your weekly cards (type a title, press Enter).
Drag the card into a day column in the Schedule grid.
Add a card directly to a day via the day's + button.
Click a card to toggle it complete; rename a card by clicking its title.
Lock the weekly plan with the Hold to Lock Week button (press and hold).
At the start of a new week (or with carry-forward cards present), use Carry / Skip on a previous incomplete card.
Quarterly planning (Premium)
Open the This Quarter view.
(Premium) Add a pillar, add a goal under it, rename the goal, then delete the goal and pillar.
(Premium) Back on This Week , link a weekly card to a quarterly goal.