How-to

How to Let AI Sort Your Tasks Into a Do-Now / Later Planner Layout

"I like these groupings I've made — I just want to be able to use them in my day to day." — Anthony, university staff member

A task system that worked — just not where his day actually happens

Anthony, a university staff member, had already built out a Tasks collection with his own urgency groupings — sections like Do Now, Decide, and Later that helped him think through what actually needed attention. The problem was location: that structure lived inside a separate collection, not on the daily page he actually opened each morning. Using it meant repeatedly diving into the collection, dragging a task over, then scrolling to find it again — not exactly a fast habit to keep up.

The missing piece: due dates

A related issue: tasks sitting in that collection without a due date never showed up inside Planner at all. Planner only surfaces tasks that have a due date attached — so a well-organized backlog and an actual daily view were, in practice, two disconnected things.

Recreating the same structure, directly on the daily page

Rather than treating the Tasks collection as the only home for triage, the same visual grouping can be rebuilt right on a daily tile: create labeled banner sections — Do Now, Decide, Later, or whatever categories actually fit — directly on the day, then drag tasks between them the same way they'd move between statuses inside a collection. No separate collection to open, and no scrolling afterward to find where a task landed.

Save the layout once, reuse it every day

Once the banners and structure look right, saving the day as a template means the next day opens with the same banner sections already in place, ready for a fresh batch of tasks — no rebuilding the layout from scratch each morning. Saving a template like this is available on the free plan; it's the layout itself that matters, not a paid feature gate.

Where AI-created tasks fit into the same triage

Connecting Claude or ChatGPT through xTiles MCP means a daily routine can review the previous day, move overdue tasks forward, and pull key context from inbox, Slack, and meeting notes. Tasks it creates, and the ones created manually, both land on the same daily page once they carry a due date. From there, sorting them into Do Now / Decide / Later banners is the same drag-and-drop motion, regardless of who — or what — created the task.

Why this fits a morning that starts scattered

For anyone who tends to build a tidy list and then not touch it for weeks, moving the triage step onto the page that's already opened every day removes the extra click of visiting a separate collection. Sorting happens where the day already lives, not somewhere that has to be remembered separately.

Frequently asked questions

How do I get my tasks to show up inside my xTiles Planner in the first place?
Add a due date. Planner only surfaces tasks that have one attached — a task sitting in a collection without a due date won't appear there automatically.
Can I move my task groupings from a collection directly onto my daily page?
Yes. Recreate the same categories as labeled banner sections on a daily tile, then drag tasks between them directly on the day, instead of managing everything inside the separate collection.
Do I need a paid plan to save a custom banner layout as a template?
No. Saving a template — including one built from your own banner sections — is available on the free plan.
Will AI-created tasks show up in the same place as tasks I create manually?
Yes. Once a task has a due date, it appears on the daily page in Planner the same way regardless of whether it was created manually or by a connected AI tool.
How do I connect Claude or ChatGPT so it can help sort or create tasks?
Go to xTiles account settings, find xTiles MCP, and connect Claude or ChatGPT from there. Once connected, either can review your day and create or update tasks directly.
Does the banner layout replace my Tasks collection entirely?
No, they work together. The collection is still useful for full task details and properties — the banner layout on the daily page is a lightweight triage view on top of it.