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Planner Daily Weekly Monthly
Compass's planner is three linked checklist views plus habit tracking. They share one store
(checklist_items) and one templating system (checklist_templates), but each is tuned to a
different cadence.
- Daily — the day's working checklist, enriched with calendar / GitHub / Gmail.
- Weekly — the Sunday review ritual.
- Monthly — the monthly reflection.
- Habits — streak tracking woven into the daily flow.
Tasks have a source: manual, github, calendar, or gmail. Integration-sourced tasks
appear automatically after a sync; manual ones you add yourself.
Route: /daily · Sidebar: Daily · ⌘K: "Daily" / "New task for today"
The Daily page is the day's command center, keyed to a specific date (you can move between days).
- Task list — the checklist for the selected day. Add, complete, and edit tasks. Empty state: "No tasks yet for this day."
- Calendar events strip — the day's events, synced from Google / Apple Calendar.
- GitHub · Due Today — issues/PRs whose due date is today.
- Gmail action items — the top action items extracted from your inbox (today's, capped to a handful so it stays a brief, not a queue).
- Habits — toggle today's habit completions (see Habits).
Every list type has an editable markdown template. On the Daily page:
-
Template button → opens the template editor. Write your recurring daily structure as
markdown (sections like
## Calendar, plus task lines). - Seed from template → instantiates today's checklist from that template in one click, so your standing routine doesn't have to be retyped each morning.
Templates are stored per list type (daily / weekly / monthly) in checklist_templates.
Route: /weekly · Sidebar: Weekly · ⌘K: "Weekly"
Weekly Review is a Sunday ritual surface. It gathers the week's signal and gives you reflection prompts:
- Open issues — outstanding items carried into the review (empty state: "No open issues.").
- Reflection prompts — what went well, blockers, and next-week planning (backed by the weekly template and weekly-goals settings).
- Clear controls to reset/close out the review.
Use it to close the loop on the week and seed next week's priorities.
Route: /monthly · Sidebar: Monthly · ⌘K: "Monthly"
Monthly Reflection is the longer-horizon counterpart:
- Scoped to the current month (with month navigation).
- Surfaces month-level metrics (e.g. Total debt from the Finance module) alongside reflection prompts and the monthly checklist/template.
Habits are user-defined (each has an icon and color) and tracked as a per-day boolean.
- Define habits and toggle today's completion from the Daily flow.
- Streaks are computed on the local calendar day (not UTC), so they don't break across time zones or DST.
- Habit data lives in the
habits+habit_entriestables. Claude can read your streaks (compass_habit_streaks) and propose a habit check-in for your approval — see Claude & MCP.
- Dashboard — the condensed today view.
- Integrations — what feeds GitHub / calendar / Gmail items in.
- Search & Command Palette — quick-capture a task from anywhere.
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