Quick Start
This path takes you through the basic Locus loop with real items: capture → clarify → organize → engage → review. You do not need to learn all of GTD or design a complex category system first.
Before You Begin
Check two things:
- Enable iCloud sync in Locus Settings if you want the same data on multiple devices.
- Allow notifications if you want due, repeat, or custom reminders.
If you already have important data, read Sync, Backup & Restore first.
Step 1: Capture Three Things
Open the Inbox and use Quick Add to record three things that have your attention, for example:
- Book a dentist appointment
- Plan the September trip
- Maybe learn pottery
Write a clear title. Do not stop to decide every date, tag, and project. Capture should be fast.
Quick Entry
Quick Entry can reference existing objects:
Call the client @PhoneConfirm hotel #September Trip tomorrowSubmit expenses next Friday 3 PM
@ matches a tag, # matches a project, and natural-language date text becomes a date and time. Missing tags or projects can be created when you submit. A task can belong to one project and have multiple tags.
Mac
⌘N opens Quick Add with context from the current page. Control–Option–Space opens Global Capture from any app and always sends the task to the Locus Inbox without page context.
Step 2: Clarify Each Item
Open Process Inbox, focus on one item at a time, and ask:
- Is it actionable? If not, delete it, keep it as reference, or put it in Someday / Maybe.
- Can one action finish it? If yes, keep it as a task; if not, create a project.
- What is the next visible action? Rewrite vague nouns as actions, such as “Call the dentist to book an appointment.”
For the sample items:
- Keep “Book a dentist appointment” as a task and add it to Next Action.
- Convert “Plan the September trip” into a project, then add “Set a budget,” “Compare transport,” and “Book accommodation.”
- Put “Maybe learn pottery” in Someday / Maybe.
Adding a project, date, action list, or Inbox-excluding tag normally moves the item out of the Inbox. See Inbox Processing for the exact rule.
Step 3: Add Only Useful Information
Do not fill every field for completeness. Use a field when it answers a real question:
- Project: which outcome does this action support?
- Next Action / Waiting For / Someday / Maybe: what is its commitment state?
- Plan date: when do I intend to work on it?
- Due date: when must it be finished?
- Defer date: when is it too early to act?
- Tags: what place, tool, energy, or person does it require?
- Duration: roughly how long will it take?
- Flag: should it stand out temporarily?
See Dates, Repeats & Reminders and Action Lists.
Step 4: Choose What to Do Now
Good starting views are:
- Schedule: overdue, today, the next few days, and future items.
- Next Action: work you have explicitly committed to advancing.
- Flagged: items you have highlighted.
- Project: all work connected to one outcome.
Complete a task by checking it off. If it repeats, Locus creates the next occurrence when you complete the current one. Completed tasks appear in the Logbook.
Step 5: Run a Short Review
Each day:
- Clear or meaningfully reduce the Inbox.
- Check overdue and today in Schedule.
- Review Waiting For and decide whether to follow up.
Each week:
- Open Review Projects and work through the due queue.
- Make sure every active project has a clear, executable next step.
- Pause, complete, or cancel projects that changed.
- Review Someday / Maybe and activate ideas that are now relevant.
See Review & Logbook.
Where to Go Next
- For the whole structure, read the User Manual Overview.
- If project order or availability looks wrong, read Project Management.
- To build a reusable work view, read Custom Filters (Perspectives).
- For sync, reminders, or data issues, see the FAQ.
Keep the System Light
Build a capture and review habit first. Add tags, filters, and automation as real needs appear. A simple system you review is more reliable than a complex system you stop opening.