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Planner Daily Weekly Monthly

Christopher Ennis edited this page May 24, 2026 · 1 revision

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.


Daily

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).

Sections

  • 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).

Templates

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.


Weekly

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.


Monthly

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

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_entries tables. Claude can read your streaks (compass_habit_streaks) and propose a habit check-in for your approval — see Claude & MCP.

Related

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