Planner

Action items live inside your pages, where the context is. The Planner is the other view of exactly the same lines: everything you owe anyone, across every space, on one screen.

One list, two places

A task is not a separate record. It is a checklist line on one of your pages — the meeting page that produced the commitment, the project page that tracks it:

- [ ] send Nora the revised budget (due: 2026-08-04) (priority: high)

So the Planner and the page are never out of sync, because they are the same text. Ticking something off in the Planner edits the line on the page; editing the line by hand in the editor changes what the Planner shows. Tasks export with your library like everything else, and the agent can read them — which is what makes “go through my action items and flag the stale ones” a sensible thing to ask.

The Planner is the one part of the app that is not scoped to the space you are in: it gathers tasks from all your spaces at once, with a space filter if you want one at a time. The badge on the nav button counts what is overdue or due today.

Where tasks come from

Filing. When your agent reads a capture, it records explicit commitments as action items on the page it writes. A meeting where you said you would send the budget becomes a task without you doing anything. See Meeting notes.
New task. The composer in the Planner — text, and optionally a due date and a priority — writes a canonical line onto the space’s Planner page. This is the one way of creating a task that costs no agent run.
Scan. A retroactive sweep for everything the agent never saw.

Scan

Filing only extracts action items from captures made after you started using Memento. Scan goes back over a space’s existing pages and sources, pulls out the commitments already sitting in them, and normalises older hand-written bullets into proper checkboxes. It is the button to press once, after an import, rather than something to run weekly.

It is real agent work: one run per space against your daily allowance (see Plans & limits), so scanning several spaces at once asks you to confirm first. It runs in the background — new tasks appear as they are filed, and anything it wants to restructure rather than add goes through your Inbox for review like any other change.

Due dates, priorities, reminders

Each task carries an optional due date and priority. Both are stored on the line itself, so they travel with the page and the agent can see them. The list groups by due date — Overdue, Today, This week, Later, No date — and sorts by priority inside each group.

A reminder is the one exception: it is app state, not knowledge, so it lives outside your library and never touches the page. Set one and Memento notifies you at that time in Activity. If the underlying line changes so much that Memento can no longer match it, the orphaned reminder is shown to you to dismiss rather than silently dropped.

Only you tick things off

The agent adds action items and can flag ones that look stale, but it never marks a task done — completing something is a claim about the world that only you can make. Completed items collapse under “Recently completed”, where you can un-tick anything you closed too early.