My list — your own to-do list

A day isn't only project work. There are calls to return, forms to fill in, things to order, an invoice to chase. My list is where those go — a plain list, outside every project, that only you can see.

It sits in the sidebar under My work. The two together answer "what have I got on": My work is the work assigned to you on a project, My list is everything else.

Adding something

The box at the top is always there. Type what you need to do and press Enter — that's the whole thing. It clears itself and keeps the cursor where it is, so you can empty your head in one go rather than one item at a time.

Everything else is optional and comes after. Click an item to open it, and you can add:

• A due date. Optional, and most items won't have one.
• Time needed — roughly how long it'll take. Write it the way you'd say it: 20m, 2h, 1h 30m, 1d. Same as a time log, and a day means your working day rather than 24 hours. The total sits at the top of the page, which is a quick sanity check on whether the day is realistic.
• A status — To do, Doing, Waiting or Done. The tick box only ever moves between To do and Done; Doing and Waiting are for when it matters that something is half-started or stuck on somebody else.
• Notes — anything worth remembering when you come back to it.
• What it relates to — see below.

How the list is ordered

It groups itself: Overdue, Today, Next 7 days, Later, then No date. Nothing to configure.

Undated items sit last on purpose. An item nobody gave a date to is the one least likely to matter today, and putting it at the top would bury the three things that do.

Finished items don't disappear — they collapse into a Done section, because "did I already do that?" is a real question. Clear finished removes them when you want them gone.

"In relation to"

Every item can say what it relates to, and it asks in two steps — the same way the rest of
Waymarq is arranged.

Who it's for. Start typing and it offers your clients, plus anything you've typed before. Type
something it has never heard of and it takes that too — Tax, Website hosting, Car — then
offers it back next time. The words you actually use become the list you pick from.

Which of their work. Once there's a client, a second box offers that client's projects and
their other work — "Aria", "Birkdale". Optional: plenty of
things are about a client generally.

Picking either files the item genuinely, so the filter at the top of the page answers "what have I
got outstanding for this client?" — and picking a project or a strand files it against the client
too, so nothing goes missing from that view.

Type something it's never heard of and it takes that too — Tax, Website hosting, Car — then offers it back next time. The words you actually use become the list you pick from, so the second time you write something it matches the first.

This is separate from a project's tasks. Filing an item against a project doesn't put it on that project's board; it just records what it's about.

Opening an item

Click an item and it opens in a panel — notes and files down the left, everything else down the
right, the same shape a task opens in.

Due has shortcuts for the answers you actually give: Today, Tomorrow, Next week (meaning
Monday) and Next month, with the calendar there for the rest. Time needed has +15m, +30m, +1h
and +1d, because almost every estimate on a list like this is a round number and a nudge beats
typing one.

Notes. A running log on the item, separate from its details. The details describe the thing;
the notes are what has happened to it since — why it is waiting, who you chased, what came back.
On an item that is Doing or Waiting the latest note shows on the row and on its board card, so
"why is this not moving" is answered where you are already looking rather than behind a click.
An item sitting in Waiting with nothing written offers you the chance to say what you are waiting
for. Notes can be deleted but not edited: an entry you can rewrite is not a record of anything.

Files. Drop a screenshot, a PDF, a photo of a receipt — whatever makes the thing easier to pick
up later. Same size and type limits as a task attachment, and they are private to you like the rest
of the list.

You can attach as you capture rather than afterwards, which is usually what you want when a
request arrives by message with a picture attached to it. Drop a file straight onto the add box,
paste one from the clipboard — where a screenshot you just took already is — or use the paperclip.
Up to five at a time, and they go up with the words in one go. A file on its own is a perfectly
good item too: it takes the filename as a placeholder title for you to rename.

Finding what you just added. A new item is marked "Just added" and, if it has no date, it
goes to the top of the No date group rather than the bottom — that group has no due date to
order by, and oldest-first put the thing you captured ten seconds ago at the end of the longest
list on the page. The mark stays while you fill the rest of the item in.

Write as much as you want. The box grows as you type, Enter adds and Shift+Enter starts a new
line. If what you wrote is longer than a title can sensibly be — a whole requirement, two or three
sentences — the first sentence becomes the title and all of it is kept on the item. Asking you to
summarise a thought before you are allowed to save it is how the thought gets lost.

Links. Paste a web address into an item and it comes out of the title and sits under the note
as something you can click. A to-do is very often "go and look at this" with the address stuck on
the end, and a title that is forty characters of English followed by a hundred of query string is
a list you cannot read. This happens whether or not you have AI — it is a bit of tidying, not a
judgement.

Everything on this page works the same way on a client's: the same box, the same shortcuts, the
same drag, paste and attach, the same rows, the same list and board views.

From a client's page

A client's page shows your own list items for that client, with a box to add one and — where
the client has other work named — a picker to say which strand
it belongs to.

This is for the case where somebody sends you twenty small things over a fortnight. Catching each
one against the client as it arrives means the backlog for that relationship is somewhere you can
look, rather than scattered through a general list.

It is still your list: a colleague opening the same client page sees their own items, never yours.

Who the client is — contact details, address, the activity log — stays in a column down the left
of their page, because it is context for everything else rather than somewhere you go. The right
side changes: Projects, Your list, Opportunities. It opens on Projects, with a summary
of your list beside it showing what is outstanding, so seeing there are four things waiting never
costs you a click.

Clients you have given a colour are shown in it — a dot beside the name on every row and card, so
two clients are told apart without reading.

There's a board view as well as the list. A list grouped by date answers what's pressing; four
status columns answer what you've got on the go, which is the better question when a dozen small
things have arrived from one person and you're part-way through several.

Tidying as you type

With AI switched on, what you type is turned into an item as you add it: a short
title, the links lifted out, and the client or piece of work it is about already filed. Write
"check aria bugsnag list for https://app.bugsnag.com/…" and you get Check Aria Bugsnag errors,
filed against Aria and Rare Earth Digital, with the link one click away.

Your line is kept. The title is a summary, and the note holds exactly what you typed — so a
rewrite you disagree with is one you can still read and put back.

It happens a moment after the item appears rather than before, so pressing Enter is still instant.
If it fails, or there is nothing it can tell, you simply keep what you typed.

The switch sits under the box you type into, with a line saying what it is doing. It is per
person: how you want your own scribbles handled is nobody else's business.

Filing with AI

If your organisation has AI switched on, File with AI reads the items that aren't filed against anything and suggests which client, project or piece of other work each one belongs to. It matches on meaning rather than spelling, so shorthand, initials and typos are the point — "chase brightfeild invoice" finds Brightfield Media, "RED invoice" finds the client whose short name is RED, and "Birkdale renewals" finds the Birkdale work and the client it belongs to.

It only ever suggests. Each suggestion appears on the item itself with a yes or no, and nothing is filed until you say so. Filing something under the wrong client is worse than leaving it unfiled — an unfiled item is visibly still waiting for a decision, where a misfiled one looks settled.

That is the opposite of what happens at capture, deliberately. There you typed the line two seconds ago and are looking at the row, so a wrong tag is seen at once and costs a click. Here the item might be three weeks old and no longer in your head, which is exactly when a confident wrong answer does damage.

Items it can't place are left alone. Personal errands, admin and anything about your own tooling belong to no client, and "no match" is the right answer more often than not.

It won't ask twice about the same item. Once you've said yes or no — or it's decided nothing fits — that item is left out of later runs, so pressing the button again only looks at what's new.

It's a small, cheap call (a list of short titles against a list of names), and it shows up on your AI usage like anything else.

Privacy

The list is yours. Nobody else in the organisation can see it, whatever their role — not an owner, not an admin. It belongs to the organisation you're currently in, so if you switch organisations you'll see that organisation's list.

What it deliberately doesn't do

• It never reminds you. There are no notifications and nothing is emailed. It's a list you open.
• It isn't a task. Items don't appear on a board, a Gantt chart, or in any report on who is working on what, and they don't count towards anyone's capacity.
• Items can't be dragged into an order. The date grouping does that job.

If something on your list turns out to be real project work, add it as a task on the project and tick the list item off.