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Set up MONOid in under 10 minutes — containers, projects, tasks, routines, and your first weekly review

MONOid is a lightweight weekly planning system designed to help people and teams decide what matters, shape a believable week, and build a steady review rhythm.

The goal is to create clarity without turning planning into a productivity contest — so your decisions can reflect priorities, energy, responsibilities, and real constraints (not just output).

This guide walks you through everything you need to go from a blank workspace to a working weekly plan.

Step 1: Create your first container (2 minutes)

Containers are your top-level groupings — think of them as areas of responsibility (e.g. Work, Side Project, Home).

  1. Open Containers from the left sidebar.
  2. Click Create Container.
  3. Give it a name (e.g. "Work") and an optional description.
  4. Press Cmd+Enter (or click the button) to save.

Start small — 2–3 containers is plenty. You can always add more later.

Tip: Don't over-organise upfront. A container per life area is a good starting point. You can restructure as your workflow becomes clearer.

Step 2: Add a few projects (3 minutes)

Projects live inside containers and represent ongoing efforts with outcomes (e.g. Launch marketing site, Q1 hiring).

  1. Open Projects from the left sidebar.
  2. Click Create Project.
  3. Enter a title, pick a container, and set the status to Active.
  4. Repeat for 2–4 projects across your containers.

Keep projects outcome-oriented — each should answer "what am I trying to achieve?"

Step 3: Add tasks to your projects (3 minutes)

Tasks are the concrete actions that move projects forward (e.g. Write first draft, Set up CI pipeline).

  1. Open Tasks from the left sidebar.
  2. Click Create Task.
  3. Enter a title — the task will default to Backlog.
  4. You can also create tasks directly from a project's detail page.

Don't try to capture everything. Start with 5–10 tasks that feel relevant this week. You'll add more as you go.

Step 4: Set up your routine blocks (5 minutes)

Routine blocks define the structure of your week — the recurring time slots that shape when different types of work happen (e.g. Deep Work, Admin, Meetings).

  1. Open Routines from the sidebar (in the collapsible section below the main nav).
  2. Click Wake & Sleep to set your daily start and end times.
  3. Click Add Routine to create your first block:
    • Give it a name (e.g. "Deep Work").
    • Pick which days of the week it recurs on.
    • Set a start and end time.
    • Choose a colour.
  4. Repeat for 2–4 blocks that reflect how you actually spend your week.

Tip: Plan less than you think you can do. Leave gaps between blocks. A believable week has breathing room built in.

You can optionally add daily schedule items (meals, breaks) using the Add Daily Schedule button — tasks can't be assigned to these, but they help you see your full day.

Step 5: Plan your week on the Calendar (5 minutes)

The Calendar is where planning becomes real. It's your home page.

  1. Click Home in the sidebar to open the Calendar.
  2. Switch to Week view to see all your routine blocks laid out.
  3. Expand the left sidebar — you'll see your shaping and todo tasks (work in scope for the week).
  4. Expand the right sidebar — you'll see backlog tasks (unscheduled).
  5. Drag tasks from either sidebar into a routine block to schedule them.

A task can only be in one block at a time. To unschedule, drag it back to the backlog sidebar.

You'll notice two kinds of blocks:

  • Solid blocks — real blocks with tasks or edits.
  • Faint/outlined blocks — template ghosts from your routine. Adding a task or editing the block turns it into a real block.

Step 6: Triage My Inbox

Not everything needs to be scheduled immediately. My Inbox is where unscheduled tasks land.

  1. Open My Inbox from the sidebar.
  2. You'll see tasks split into This week and This month tabs.
  3. For each task, decide:
    • This week — move it to a project and set the bucket to todo or shaping.
    • Backlog — leave it for later.
    • Reassign — move it to a different project if it landed in the wrong place.

Check My Inbox regularly (daily is ideal) so unscheduled tasks don't pile up.

Step 7: Do your first review (end of week 1)

Reviews are the reflection layer that keeps your system honest. Start with a Weekly Review at the end of your first week.

  1. Open Reviews from the sidebar.
  2. Click Create Review and select Weekly.
  3. The review opens with template steps to guide you:
    • Work through each step — log accomplishments and disappointments, linking them to projects or tasks.
    • Check the Projects and Tasks panels on the right to see what shipped and what's stuck.
  4. Use your answers to update tasks, shift priorities, and plan the next week.

A weekly review takes 15–30 minutes. It's the single most valuable habit you can build in MONOid.

Tip: Do a short Daily Review too (5–10 minutes). It helps you close loops and stay aligned day to day.

Optional: Connect your tools

If you use external tools, you can connect them to keep everything in sync.

Calendar sync

  1. Go to Settings > Calendars.
  2. Click Add Calendar.
  3. Paste an iCal URL from Google Calendar, Outlook, or Apple Calendar.
  4. Your events will appear on the MONOid calendar (syncs roughly every hour).

Linear or Notion

  1. Go to Settings > Integrations.
  2. Connect your Linear or Notion account via OAuth.
  3. Configure automations — e.g. "when an issue is created in Linear team X, create a task in MONOid."
  4. See the Notion and Linear docs for details.

For teams and enterprise

MONOid supports organisation workspaces where team members share containers, projects, and review templates. Org admins can manage integrations, templates, and permissions at the workspace level.

If you use the new Teams feature, enable it in workspace settings and then manage member groups + bulk resource access from the Teams area. See Teams.

If you have enterprise requirements (SSO, admin controls, compliance, custom workflows, data import/export), contact us at support@usemonoid.com.

What to focus on in week 1

  • Keep it small. 2–3 containers, a handful of projects, 5–10 tasks.
  • Plan less than you can do. A believable week beats an ambitious one.
  • Use the Calendar daily. Drag tasks into blocks each morning.
  • Check My Inbox. Triage unscheduled tasks so nothing gets lost.
  • Do your first Weekly Review. Close loops and set up the next week.

After your first week, you'll have a feel for the rhythm. From there, explore My Tasks for status tracking, review templates for deeper reflection, and integrations to connect your stack.

Next steps

  • Concepts — Understand the core data model
  • Conventions — Learn the UI patterns (index pages, detail pages, filters)
  • AI and Agents — Agent deeplinks, assignment, and run modes
  • Calendar — Deep dive into the scheduling interface
  • Reviews — The full review system
  • Support — Downloads, contact, and help
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