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Tailored Workflow

Plan once. Report from the same work.

Keep the plan, status, blockers, decisions and next actions in one tree, then switch view to report — without rebuilding the project in a second tool.

One source of truth for plan and status

Create the project once, then read it as an outline for planning, a board for movement and a table for review. Every update changes the same work, so the status report cannot drift away from the plan.

Keep the project current

Update the task once; every view reflects it.

Make blockers visible

Put decisions, risks and dependencies in the branch they affect.

Report without rebuilding

Use Board and Table to answer status questions from the same source of truth.

Start a project in three moves

Create workstreams, then tasks beneath themThe branches are the columns you will read later, so name them the way you would report them.
Add dates, blockers and decisions where they belongA blocker recorded on the task it blocks does not need a separate risk log to stay true.
Switch to Board or Table when you need to review or reportSame items, different reading. Nothing is re-entered and nothing can disagree.

Create workstreams, then tasks beneath them

The branches are the columns you will read later, so name them the way you would report them.

Add dates, blockers and decisions where they belong

A blocker recorded on the task it blocks does not need a separate risk log to stay true.

Switch to Board or Table when you need to review or report

Same items, different reading. Nothing is re-entered and nothing can disagree.

The status report and the plan should be the same items

Start with one real project. TreeNote keeps planning, status and next actions in one tree.

Build your system in TreeNote

Try the workflow today on your device. Instant keyboard response, zero cloud lock-in, infinite nestable outline items.