Roadmap

The Roadmap is a Gantt-style view of your project timeline. It organizes work into phases, each containing tasks and optional gates (decision or approval checkpoints).

Navigating the screen

• Gantt scroll: Two-finger trackpad swipe (Mac) or two-finger drag (iPad).
• Open / collapse a phase: Tap the phase header to expand or hide its tasks.
• Gate diamonds: Click a gate diamond to mark it met (filled) or unmet (outline).
• Column resize: Drag the handle at the right edge of the phase label column.
• White box above the phases: two pills. The first steps the timeline scale (Wks, Days, Mos). The second steps the view: Phases (phase bars only), Gates (phase bars with their gate diamonds), All (phases open with every task row).

Adding and editing

• Use the + Phase and + Task buttons to add items.
• Click any task bar or phase label to edit dates, notes, and completion status.
• Drag phases up or down to reorder (iPad: touch-drag supported).
• Change task dates on the bar: drag either end of a task bar to move its start or end date, or drag the bar itself to shift both dates together. Dates snap to whole days and a live readout shows the new range. On iPad, drag an end directly, or press and hold the bar for a moment before moving it. Esc cancels a drag in progress. The matching Roadmap Notes entry updates with the new target date, and Undo reverts the change.

Keyboard shortcuts

• ↑ / ↓ — Scroll the Gantt view up or down one row.
• ← / → — Scroll the Gantt timeline left or right.
• + — Expand all phases (show all tasks).
• − — Collapse all phases (show phase headers only).

Filters and keywords

• When every phase is collapsed, click the “phases hidden” line to show them again.
• Due works like the Notes Due filter (this week, this month, N days, or a date range) and reads each task’s target end date and each gate’s date. ⏰ Due Now shows open tasks and gates due today or earlier.
• Keywords: open a phase, task, or gate (click its name) and add keywords in the Keywords field, comma-separated. The Keywords filter then shows matching tasks and gates; a keyword on a phase covers every task in it. Roadmap keywords count, rename, and merge with the rest in Settings → Keywords.
• ✕ Reset clears every roadmap filter.

Notes

Notes is your project journal — a filterable list of items in several types.

Item types

• Project Note — general observations, decisions, or reference entries.
• Question — open questions awaiting answers or research.
• Reminder — date-linked to-do items. Appear in the Reminders filter. Only open, non-deferred reminders count toward the Reminders badge.
• For Claude / Dave — dialogue threads. Toggle To Claude when adding to start a thread.
• Roadmap — mirror of all roadmap phases, tasks, and gates. Filterable and expandable inline. Roadmap items are not included in the Open, Done, Deferred, Priority, or Reminders counts — those counts reflect Notes-only items. The Roadmap type filter shows roadmap items with their own count from the Roadmap tab.
• Custom types — add your own types (e.g. Research) in Settings → Notes. Custom types appear in all type selectors and the filter dropdown. Built-in types cannot be removed.

Filters

• Filter by status (Open, Deferred, Done, Priority) using the chips at the top. All = open + deferred + done; Priority and Reminders are subsets and not added separately.
• Filter by tag or type using the dropdowns on the right. Each type shows its open item count.
• The Reminders chip filters to open reminder-type items only and stacks with the status filter.
• The ⏰ Due Now chip shows only items that are not done and are due today or earlier (deferred items whose date has arrived included). It replaces the status chip while active and stacks with tag and type. Items with no due date are hidden.
• New notes get a due date from the default set in Settings, Notes (7 days if never set). Change it in Edit; a Reminder's own date, when set, wins.
• 🗄 Archive shows archived items, read-only, with a search box; Tag and Type filters apply. Click a card to see its replies.
• Reset clears all filters and returns to the default Open view.

Item overlay

• Click any item to open the full-screen overlay showing the item text, action buttons, and thread.
• Long item text is truncated — click ▼ More to expand, ▲ Less to collapse.
• Use Dave reply / Plain note toggle to set the entry type before sending.
• Thread entries are banded: yellow = Dave, blue = Claude, white = plain note. Newest first.
• Click Edit in the action bar to edit all fields inline — item text, type, tag, dates, link, answer.
• Right-click any collapsed card for a quick context menu: Open, Edit, Duplicate, Mark done, Defer, Delete. Duplicate copies the note's type, text, tag, priority, links and repeat setting into a fresh open note with the default due date; roadmap notes are not duplicated.

Keyboard shortcuts

• ↑ / ↓ — Move selection up or down through the visible item list.
• Enter — Open the selected item's overlay.
• + — Expand the selected item inline (show body).
• − — Collapse the selected item.
• E — Edit the selected item (opens overlay in edit mode).
• D — Toggle done on the selected item.
• Cmd/Ctrl+Enter — Save new item (cursor in note input) or send reply (cursor anywhere in the overlay reply area).
• Cmd/Ctrl+Z — Undo the last action. Works anywhere — in input fields, the overlay, the roadmap, or while browsing. Up to 10 actions deep.
• Cmd/Ctrl+Delete — Delete the selected item (confirm dialog appears).
• Escape — Close the overlay, dismiss search results, or hide the undo toast.

Shortcuts E, D, +, −, Enter, and Cmd+Delete are inactive while typing in any input or textarea. Cmd+Z and Cmd+Enter always work.

Undo

• Every data-changing action — mark done, mark open, defer, delete, edit, add item, reply, accept, roadmap step toggle — is undoable.
• After any such action, a dark toast appears at the bottom of the screen for 8 seconds with an ↺ Undo button.
• Cmd/Ctrl+Z also undoes the last action at any time, even after the toast fades.
• The undo stack holds the last 10 actions. There is no redo.

Tags

• Tag fields appear in the main input form, inline item edit, overlay edit mode, and the overlay reply form.
• All tag fields share a single keyword list. Start typing to filter existing tags or type a new word.
• To add a new tag: type it into any tag field and press Enter (in the overlay reply form) or navigate away. The new keyword is immediately added to the list and available everywhere.
• Manage the full keyword list in Settings → Keywords: add in bulk (comma-separated), click a tag’s name to rename it everywhere, or click its ✕ to move items to another tag, merge it into another tag, or remove it while keeping its items.
• Custom note types work the same way in Settings → Notes. Built-in types cannot be renamed or removed.
• In the overlay reply form, press Enter in the tag field to commit the tag and move focus to the reply textarea, then Cmd+Enter to send.

Resources

Resources stores links, documents, and reference materials relevant to your project. Each entry can have a URL, description, tag, and source note.

Adding resources

• Use the + Resource form at the top of the tab.
• Assign a tag to group related resources together.
• Filter by tag using the tag selector.

Outreach

Outreach manages contacts for blurb requests, press, permissions, agent queries, and publisher submissions. Each contact is one tile, like a note: the name and title on the left, the pills beneath, and the due date and contact number on the right. Contacts are managed by their own due dates, not by roadmap steps.

The tile

• Pills, in order: Contact (who they are: Member of Congress, Media, Publisher, Agent, Author, Academic, Influencer), the request, the contact status, the communication status (with an envelope), then keywords.
• Contact status: Active (someone we are working with), Inactive (nothing sent yet), Archived (hidden unless All is chosen). The default view is Active. Change it under Details when you edit the contact. Logging a sent email turns an Inactive contact Active.
• Communication status is kept on each thread: Waiting (a response was requested), Closed (a response came, or you decided not to follow up), Not sent (planned). A contact shows its strongest: Waiting, then Not sent, then Closed. A bold date means overdue: the contact is Active and its communication is not closed.
• Unread response: a blue envelope with a red dot beside the name. Opening the tile reads it and marks the new message New until you close the tile.
• Click the Contacts bar to show or hide the tiles, and click a tile to open it.

Correspondence

• An open tile shows its correspondence first. Each piece of correspondence is a thread: an email and its replies, or a request not yet sent. The newest thread is on top, and the newest message is on top inside each thread. Notes about a thread sit under its messages.
• Each entry has a header: the date, whether it was sent or received, the subject, and a keyword. A blank keyword uses the contact's own keywords.
• Edit on a thread's header changes its title and its communication status. + Add Entry logs a note or an email (paste the text) into a thread or a new one.
• Changing a due date or status in Details is logged automatically in the contact's main thread.
• When one email went to two people, the full text is on one contact and the other has a Sent entry with an Open in link to it.

Filters, group, and sort

• The first row is the contact status: Active, Inactive, Archived, All, each with a count. The second row filters by Contact, Request, Due (this week, this month, N days, or a range), and Comms (communication status). ✕ Reset clears them.
• Group by keyword, due date, contact, contact status, communication status, or wave. Sort by due date, name, keyword, contact, contact status, communication status, or last logged.
• Batch sits beside Add Contact: tick several tiles, then set them Active, Inactive, or Archived, or delete them.
• Manage the Contact and request type lists in Settings → Outreach: click a name to rename it, or the ✕ to move, merge, or remove it.

Mail

Ask Claude for a mail sweep. Claude searches your Gmail by the addresses on your contacts, shows you what it found, and logs what you choose into the right thread. Claude only reads your mail, and adds one label, OC/Handled, to threads you have decided on.

Reference Panels

The Reference deck lives on the top tab bar. Click Reference ▾ to open the dropdown and jump directly to any panel. Four panels are available:

Pass Tiers

Tier A — Prose Passes (A1–A12): Run before any Tier B work. Trigger: "Prose pass [scope]" or any individual sub-pass command.

Tier B — Mechanical Passes (B4, B7, B8): After Tier A confirmed clean. Each sub-pass is discrete. B1 is retired into A13 Step 0c; B3 and B6 into the Endnote Pass (Endnote_XML_Deep.md).

Tier C — Production Passes (C0–C2): After all Tier A and B complete. C0 final darlings review; C1 ebook production; C2 print production.

▶ Open Passes Panel

Keyboard Shortcuts

Universal shortcuts work on any tab. Shortcuts marked not while typing are disabled when focus is in a text field, input, or select.

Universal

Notes tab

Thread overlay

Roadmap tab

Search panel

Resources & Outreach tabs

All shortcuts are inactive while focus is in an input, textarea, or select — except Cmd+Z, Cmd+Enter, Cmd+Shift+F, and 2CLAW (Cmd+Shift+C), which always work.

Progress

The Progress tab is the editing status of the book, one row per unit (Preface, Introduction, each chapter, the Conclusion, the appendices, and the back matter). Claude writes the snapshot at the close of every manuscript session from the master, the audit manifest, and the Content Changes Log; the hub only displays it. The line above the cards names the master version and date it was built from.

Every cell, header, bar, and card on this tab carries its record: hover on a Mac, press and hold for half a second on iPhone or iPad. A tap still opens or closes a row or section (Help, About, Mouse and touch).

Reading the board

Section cards summarize each part of the book: the bar shows done (green), passes owed (orange), in progress (red), and not started (gray). Click a card to open that section in the table and scroll to it. The Catalogs card is different: it fills by the share of the thirty units subject to the catalog pass (Preface, Introduction, Chapters 1 to 17, Conclusion, A1 to A10) whose pass is recorded, and reads WIP until every one is swept.

Filter pills: Expand all or Collapse all opens or closes every section; All, In progress (at least one pass cleared, more owed), Remaining (not yet cleared), and Done filter the rows, each with its count; while a filter is on, every section is open so nothing matching is hidden. Section headers in the table carry a disclosure chevron (▸ closed, ▾ open); click the chevron or the header to open or close the section. The same chevron sits before every unit name; click or tap anywhere on the name, or on the circle beside it, to open or close that row. No row or section is singled out as the one in progress; the red stage dot on a unit, and the red share of a section bar, carry that. Sections stay as you left them in this browser tab. The Unit column and the header row stay in place while the table scrolls; on a small screen drag the table sideways to reach the right-hand columns.

The circle beside the unit name is Waiting on you. When items on that unit wait for your research, decision, or hold, the circle turns red and carries their count; otherwise it is an empty outline. Click it, or the unit name, to open the row: first one tile per waiting item (the hub item ID, the claim or passage, what is unresolved and why, the kind, links to the source material, and a link to the item in Notes), then the per-column record and the phrase list of what the unit still owes. The arrow in the column header opens every row with items owed. An item you close in Notes drops out of the row and the count. Hover any cell for its record; the master version it was last recorded at comes first.

Symbols

✔ cleared: the last pass of that kind is recorded at or after the unit's last content change. ✘ work owed. blank never run, no record. – not applicable (the unit has no endnotes). A unit's Status clears, with the version it cleared at, only when every column is cleared or not applicable, including the catalog pass, and nothing waits on you.

Columns

Prose pass: the full editorial pass (A13), six levels from chapter architecture to the Sterling review.
New checks: editorial checks added after this unit's last prose pass, applied as a delta.
Sentence length: the sentence-load scan; every sentence over 30 words reviewed and split or kept.
Endnote mechanics: superscript placement, stray numerals and spacing, resequencing and counts, computed from the master every run.
Claim verification: every claim matched to its note and the source read for support; shows notes read of notes in scope.
Citation form: each note in correct citation form (short forms, locators, dates, URLs).
Bibliography: every cited source has a correctly formed and filed entry.
Citation scan: automated scan hits still to be read.
Links live: every URL in the unit's notes confirmed reachable and logged.
Spot check: a unit whose past verification is Contested gets a sample of notes rechecked before the record is trusted.
Verification depth: the citation ledger: Full, Partial, Contested, or None.
Catalog pass (D1): the last pass on a unit. The unit is read once more to confirm every entry it owes to the catalogs (A11 sightings, A12 people, A13 threats, A14 figures, A15 quotations, Bibliography, Glossary, Index) is present and correct. Run after the other columns clear; recorded in the manifest by master version. Thirty units are subject; when every one is recorded, the catalogs themselves are complete. Full description under Reference, Passes, Tier D.