How to Review

This article provides specific operational steps for each level of review, helping you build a sustainable review habit.

Daily Review

Time: 5 minutes before the end of each workday

Steps:

  1. Open today's daily note
  2. Check the "Today's Tasks" area and tick off completed tasks
  3. Look at ProjectListByTime in "Energy Allocation" to confirm time was spent on the right projects
  4. Decide what to do with incomplete tasks: continue tomorrow? Defer to next week? Or no longer needed?
  5. Add any takeaways or thoughts in the "Daily Records" area

The daily review doesn't require writing a summary. The core actions are: tick off what's done, handle what's not done, and don't let tasks pile up in the inbox.

Weekly Review

Time: Every Sunday or Monday, 15-30 minutes

Steps:

1. Check Review Data

Open this week's weekly note and scroll to the "Review" area:

  • TaskRecordListByTime -- All tasks recorded in this week's daily notes
  • TaskDoneListByTime -- All tasks completed this week

Compare the two lists, calculate the completion rate, and identify repeatedly deferred tasks.

2. Check Project Time

Look at ProjectListByTime in the "Key Focus Areas" section to understand this week's time allocation across projects:

  • Did important projects get enough time?
  • Was too much energy consumed by trivial matters?

3. Plan Next Week's Tasks

In the "Role Dimension" area of the weekly note, arrange next week's tasks by role:

### 职员

- [ ] 完成通知系统前端开发
- [ ] 代码审查 2 个 PR

### 自己

- [ ] 读完《深度工作》
- [ ] 运动 3 次

Select what to push forward this week from monthly tasks, ensuring each role is attended to.

4. Handle Leftover Tasks

For tasks not completed last week, decide one by one:

DecisionAction
ContinueAdd to next week's plan
DeferMove to monthly tasks, find an appropriate time
CancelMark as cancelled, free up attention

Monthly Review

Time: Last day of each month, 30-60 minutes

Steps:

1. Review Monthly Data

Open this month's monthly note and check the review area:

  • TaskRecordListByTime -- All tasks collected this month
  • TaskDoneListByTime -- All tasks completed this month
  • ProjectListByTime -- Time proportion per project this month

2. Compare Against Quarterly Goals

Open this quarter's quarterly note and check progress on each quarterly goal:

  • Goals on track -- Keep going
  • Goals behind schedule -- Analyze the reasons, adjust next month's priorities
  • Goals no longer important -- Decisively abandon or downgrade

3. Plan Next Month's Tasks

In the "Role Dimension" area of the monthly note, break down next month's specific tasks from quarterly goals. Add deadlines to key tasks.

4. Organize PARA

Spend a few minutes each month checking the PARA structure:

  • Have completed projects been archived?
  • Are there new projects that need to be created?
  • Do areas and resources need adjustment?

Quarterly Review

Time: Last week of each quarter, 1-2 hours

Steps:

1. Review Area Snapshots

The <% LifeOS.Area.snapshot() %> in the quarterly note lists all current areas. Evaluate the health status of each area:

  • Which areas are improving?
  • Which areas have been neglected?
  • Which areas need to be added or merged?

2. Review Project Time

Check ProjectListByTime to understand time investment per project this quarter. Time doesn't lie -- what you truly care about will always show up in the time data.

3. Set Next Quarter's Goals

Starting from annual goals and incorporating this quarter's review conclusions, formulate specific goals for next quarter. Set them separately by Key Focus Areas and Role Dimension.

Yearly Review

Time: Last week of the year, half a day

Steps:

1. Review Annual Data

Open the yearly note and check the full year's project time and task data. Answer these questions:

  • What important things were accomplished this year?
  • Where was most of the time spent?
  • How many of the goals set at the beginning of the year were achieved?

2. Review Area Changes

Compare area snapshots from the beginning and end of the year to see how each area changed over the year. Some areas may have been created from scratch; others may have been archived.

3. Set Next Year's Direction

Annual goals don't need to be overly detailed. The focus is on determining direction and key areas:

  • Which area do you most want to make a breakthrough in next year?
  • Are there new roles or responsibilities to take on?
  • What should you stop doing?

Key Principles of Review

  1. Consistency matters more than perfection -- Even spending just 5 minutes for a quick pass is better than skipping it entirely.
  2. Let data speak -- Don't judge by feel; look at the actual data from TaskDoneListByTime and ProjectListByTime.
  3. Action-oriented -- The purpose of review is not to write summaries, but to make adjustments. Each review should produce at least one concrete change.
  4. Don't be too hard on yourself -- Incomplete tasks don't mean failure. Circumstances change, and plans naturally need adjusting.