Task due dates, steps & the calendar

Two features make tasks powerful: steps, which break big tasks into manageable pieces, and the calendar, which lets you see your work across time.

Due dates and times

The date pulls a task into Today's Actions on the right day; the time lets you be precise when it matters (documents due before a closing). Due dates are anchored to your local day, and you can reschedule freely.

Breaking a task into steps

Some tasks are small projects. Steps let you break one task into an ordered checklist, so a big task stays one item in your list while capturing everything it involves — and you can see progress as you check steps off. Use steps for genuinely multi-part work; skip them for simple, single-action tasks.

The calendar: seeing your time

Today's Actions answers "what should I do today?" The calendar answers "what does my week look like?" It brings your task due dates, follow-ups, and expected closings into one view, so you can spot an overloaded day, see a closing coming weeks out, and plan rather than react.

Using them together

Create tasks with clear titles and due dates, add steps to the multi-part ones, check the calendar at the start of your week to rebalance, and work Today's Actions each morning. The daily list keeps you executing; the calendar keeps you planning.