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Outlining 101

Learn outlining basics to organize your thoughts and structure projects.

Updated over 2 months ago

What Is Outlining?

Outlining is the process of creating hierarchies for whatever you’re thinking or working on. Outlines break complex processes into smaller, more manageable parts.
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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
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  • βœ… Managing all your tasks in an organized way.
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  • πŸ‘‘ Visualizing all kinds of hierarchical systems.
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  • πŸ‘ Planning and managing projects.
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  • πŸ’¬ Preparing a meeting agenda/talking points.
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  • πŸ“ Connecting the dots and visualizing links between ideas.
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  • 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)
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    • You start an outline (Project) on Taskade by creating tasks.
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    • A task is equivalent to a bullet point in the traditional sense.
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    • A task occupies the highest level of an outline hierarchy.

  • πŸƒ Children (Sub-Tasks)
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    • Sub-tasks are the children of a parent task.
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    • A sub-task is β€œnested” or indented under its parent task.
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    • 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.

  • To indent, select a task and press the ⌨️ Tab Key.
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    • You can create an unlimited number of sub-tasks in a hierarchy.
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  • 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:

  • Select the top task in an outline level.
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  • Click the arrow β–½ to the left of the task to fold the level.
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  • Click the arrow again to unfold the level.

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


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