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productivity

Momentis

Beta

Momentis is a personal task workspace for lists, daily planning, reminders, recurring work, smart views, templates, and lightweight collaboration. It keeps individual planning separate from team project delivery in Kinetis.

Beta operating manual

Momentis beta task manual

Organize personal work with lists, My Day, tasks, steps, reminders, recurrence, templates, sharing, and recovery.

Manual
Version 1.0
Product
Momentis 0.1.0 beta
Verified
July 15, 2026
Language
English · Source
Owner
Momentis product and support
Source
momentis · 267497d
Review cycle
45 days
Start here

Audience, scope, and prerequisites

Covers current beta task and list workflows. Momentis is intended for personal work and light shared lists; team project delivery belongs in Kinetis when that product is released.

Who this is for

  • Individual task users
  • Shared-list participants
  • Momentis tenant operators and support

Before you sign in

  • A Momentis entitlement in the correct tenant
  • An agreed destination list and owner
  • Approval before sharing lists, attaching files, or importing/exporting task data
Access model

Roles and responsibilities

RoleAccessResponsibilities
Task userManage personal lists, My Day, tasks, reminders, templates, calendar, and search.
  • Keep tasks current
  • Protect attachments and notes
Shared-list participantView or update shared work according to assigned permission.
  • Respect ownership and assignments
  • Avoid changing unrelated tasks
OperatorSupport tenant, scheduler, storage, or notification behavior outside normal use.
  • Preserve tenant isolation
  • Diagnose jobs without reading unnecessary task content
Workspace map

Navigation

My Day

/

Review and plan today’s selected tasks.

Lists

/lists

Create and organize personal or shared lists.

Smart lists

/smart/{key}

Review computed task views such as important or overdue.

Calendar

/calendar

Review tasks by due date.

Search

/search

Find tasks and lists.

Templates

/templates

Create and apply reusable task structures.

Trash

/trash

Restore or review deleted tasks.

Settings

/settings

Review personal app settings.

Chapter 01

Create and plan work

Use clear outcomes, one accountable owner, and realistic dates rather than treating the task list as passive storage.

Procedure 1.1

Create a task with steps

Place the task in the correct list and define the next executable action.

  1. 1
    Choose a list

    Search for existing work and open the list that owns the outcome.

  2. 2
    Create the task

    Use an action-oriented title and add only the context needed to complete it.

  3. 3
    Set planning fields

    Choose priority, due date, reminder, labels, and recurrence only when meaningful.

  4. 4
    Add steps

    Break multi-action work into ordered, verifiable steps.

  5. 5
    Save and review

    Confirm list, date, recurrence, reminder, and any assignment.

Expected result

The task appears in the intended list with a clear next action and reliable planning metadata.

Procedure 1.2

Plan My Day

Select a realistic subset of tasks for focused daily execution.

  1. 1
    Review overdue and due work

    Use Smart lists, Calendar, and assigned lists to understand obligations.

  2. 2
    Add tasks to My Day

    Choose work that can reasonably be completed or advanced today.

  3. 3
    Order by impact and dependency

    Place blocking or time-sensitive work before optional tasks.

  4. 4
    Resolve overload

    Reschedule, delegate, or clarify tasks rather than carrying an impossible list.

  5. 5
    Review at day end

    Complete finished tasks and deliberately reschedule or remove unfinished work from My Day.

Expected result

My Day is a current, bounded plan rather than an accumulation of all open tasks.

Procedure 1.3

Set reminders and recurring work

Create one durable schedule and test its next occurrence.

  1. 1
    Set due and reminder times

    Confirm time zone and choose a reminder early enough to act.

  2. 2
    Choose recurrence

    Set interval, start, and end or count according to the real obligation.

  3. 3
    Save and inspect

    Verify the displayed next due and reminder state.

  4. 4
    Complete one occurrence

    Confirm the next task or schedule is produced as expected.

  5. 5
    Use Snooze sparingly

    Snooze the notification without changing the underlying due date only when that distinction is intended.

Expected result

The reminder and recurrence create one predictable sequence with a correct next occurrence.

Chapter 02

Share, reuse, and recover work

Light collaboration adds visibility and notification risk; use least privilege and retain an owner for every task.

Procedure 2.1

Share a list and assign work

Share the smallest list scope with the least permission needed.

  1. 1
    Review list contents

    Remove personal notes, unrelated tasks, and prohibited attachments before sharing.

  2. 2
    Add the participant

    Use the list sharing action and verify identity and tenant.

  3. 3
    Choose permission

    Grant view or contribution rights according to the collaboration purpose.

  4. 4
    Assign explicit tasks

    Set one owner and due date and use comments for relevant context.

  5. 5
    Review notifications and revoke

    Confirm expected access and remove it when collaboration ends.

Expected result

The intended participant can access only the shared list and assigned work with an accountable owner.

Procedure 2.2

Use templates, import/export, and Trash safely

Preview bulk creation and use Trash as recovery, not records retention.

  1. 1
    Choose the operation

    Use a template for repeatable work, import for reviewed external data, export for an approved portable copy, or Trash for recovery.

  2. 2
    Preview scope

    Check task count, target list, dates, assignments, labels, and attachments.

  3. 3
    Run once

    Avoid duplicate template application or import while processing.

  4. 4
    Review results

    Sample created or exported tasks and correct dates or ownership.

  5. 5
    Restore from Trash when needed

    Confirm identity before restore; use permanent deletion only under policy.

Expected result

Bulk or recovery work produces the intended tasks without duplicates, unintended sharing, or lost ownership.

Operating rules

Security and data handling

  • Keep personal notes and attachments out of shared lists unless required.
  • Use least-privileged list sharing and revoke access promptly.
  • Verify imported files and exported task data before transfer.
  • Do not use task comments for secrets or regulated case records.
  • Treat reminders and notifications as possible information disclosure on shared devices.
Current release

Known limitations

Read before relying on an unsupported workflow

These limits describe the source-pinned Momentis 0.1.0 beta scope and must be rechecked when the product changes.

  • The README identifies Momentis as an early P1 beta despite the presence of later route implementations.
  • Reminder delivery and recurrence depend on scheduler and worker availability.
  • Attachments depend on configured encrypted storage.
  • Shared lists are lightweight collaboration, not full project governance.
  • Trash and export are not approved records-retention mechanisms.
Problem solving

Troubleshooting

You cannot sign in to Momentis

Likely cause: The session expired, the identity is not assigned to the application, or the tenant claim is missing.

  1. Open the application from the approved portal and complete sign-in again.
  2. Confirm that the correct organizational identity and tenant are selected.
  3. If access is still denied, record the time and request an entitlement check from support.

A documented action or navigation item is not visible

Likely cause: The current role, release, tenant configuration, or feature flag does not expose that operation.

  1. Confirm the role and prerequisites listed for the procedure.
  2. Reload the page after signing in again; do not attempt to bypass the interface through direct URLs.
  3. Ask the product owner whether the feature is enabled for the tenant before reporting a defect.

A saved change or background operation is not visible

Likely cause: Validation failed, processing is still running, or the current view is stale or filtered.

  1. Review inline validation, status indicators, filters, and the selected tenant or workspace.
  2. Refresh once and search for the item by its stable name or identifier.
  3. Do not repeat irreversible or externally visible actions until the original operation status is known.

A reminder or recurrence did not occur

Likely cause: Time zone, schedule, completion state, worker, or notification delivery is incorrect.

  1. Open the task and verify due, reminder, recurrence, and next-occurrence state.
  2. Check notification settings and avoid creating a duplicate schedule.
  3. Escalate with task ID and sanitized timing details.

A template or import created duplicate tasks

Likely cause: The action was submitted more than once or the source already existed.

  1. Stop further imports or template runs.
  2. Identify the affected batch, list, and creation time.
  3. Use the approved bulk correction or Trash workflow without deleting legitimate pre-existing tasks.
Escalation

Contact support

Contact support when

  • A repeatable Momentis error blocks an approved workflow
  • Expected data, permissions, or tenant boundaries appear incorrect
  • A security, privacy, compliance, or data-loss concern is suspected
  • A shared list is visible to the wrong person or tenant
  • Reminder or recurrence failure affects an important obligation
  • A bulk import or template operation creates widespread incorrect work

Include

  • The page, action, and expected result
  • The exact error text and time of occurrence, including time zone
  • Your tenant, role, browser, and a sanitized record or item identifier
  • Whether the problem can be reproduced and which troubleshooting steps were tried

Never include

  • Passwords, access tokens, API keys, recovery codes, or session cookies
  • Unredacted personal, health, financial, or other regulated data
  • Private encryption keys or complete confidential documents unless an approved channel is provided
Contact support