Persona: Sarah, operations manager at a logistics company. Coordinates daily tasks across warehouse, shipping, and support teams.
- Morning planning : Opens XNote Home, reviews Tasks Overview (see 2.5.5 / 3.6.5). Filters by "Due Today" to see all urgent items across projects (see 2.12.1 / 3.13.1).
- During the day : Writes meeting notes by hand. Spots action items in her notes, creates tasks directly: "Reorder packaging supplies due March 28", "Update shipping SLA document high priority" (see 2.12.2 / 3.13.2).
- Todoist sync : All tasks sync bidirectionally with Todoist, where her team also works. A warehouse team member completes "Reorder packaging supplies" in Todoist it's instantly marked done in XNote too (see 2.12.4 / 3.13.4).
- Tracking : Uses Sort by priority to focus on high-priority items first. Searches tasks for "SLA" to find all related action items across notebooks (see 2.12.3 / 3.13.3).
- Weekly review : Filters by "Completed" to see what got done this week. Filters by "Overdue" to follow up on blockers. Moves completed project pages to the "Archived" folder (see 2.15.1 / 3.16.1).