Outlining 101
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What Is Outlining?

Outlining is the process of creating hierarchies to contain whatever you’re thinking or working on. An outline breaks complex processes into smaller, more manageable bits.
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The Benefits of Outlining

If you're a writer, you can use outlining for taking notes and structuring documents. But a project outliner like Taskade is a much more versatile tool that’s excellent for:

  • πŸͺ¨ Breaking complex ideas/problems into smaller steps

  • βœ… Managing all your tasks in an organized way

  • πŸ‘‘ Visualize all kinds of hierarchical systems

  • πŸ‘ Planning and managing projects

  • πŸ’¬ Preparing a meeting agenda/talking points

  • πŸ“ Connecting the dots and visualizing links between ideas

  • πŸ”„ Creating reusable checklists, workflows, and templates

Outlining Terminology

Taskade is a true outliner. That means it can "understand" relationships between outline elements (nodes). To better visualize those connections, outline elements are commonly referred to as Parents and Children.

  • 🌳 Parents (Tasks)

    • You start an outline (Project) on Taskade by creating tasks.

    • A task is equivalent to a bullet point in the traditional sense.

    • A task occupies the highest level of an outline hierarchy.

  • πŸƒ Children (Sub-Tasks)

    • Sub-tasks are the children of a parent task.

    • A sub-task is β€œnested” or indented under its parent task.

    • Every sub-task is also a task, so each sub-task can have its own sub-tasks.

Indent/Outdent

The easiest way to highlight the relationship between tasks and subtasks is to indent/nest lower-level elements in a hierarchy.

  1. To indent, select a task and press the ⌨️ Tab Key.

    • You can create an unlimited number of sub-tasks in a hierarchy.

  2. To outdent, use the ⌨️ Shift + Tab keyboard shortcut.

Fold / Unfold

Outlining gives you the power to hide or show outline levels. Here's how it works:

  1. Select the top task in an outline level.

  2. Click the arrow β–½ to the left of the task to fold the level.

  3. Click the arrow again to unfold the level.

πŸ’‘ Note: Press Ctrl/⌘ + ⬆ to fold or Ctrl/⌘ + ⬇ to unfold outline levels.

😊 Helpful Links

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