Scheduling Routines

What is Routine Scheduling?

Routine scheduling lets you assign specific days and a time to each routine. Scheduled routines appear automatically in the daily task list on the Dashboard widget — so you always know what's due today without having to remember to start each one manually.

This is the difference between "I should probably do my pre-market routine" and "My pre-market routine is right there, showing me it's due at 07:30."

Setting Up a Schedule

1. Go to Trade Plan → Routines
2. Tap the routine you want to schedule
3. Open the Settings tab
4. Toggle Schedule on
5. Select the days of the week you want the routine to appear (e.g. Mon–Fri for market days)
6. Set the scheduled time (e.g. 07:30)

The routine will now appear on the Dashboard's daily task list on each selected day.

How the Daily Task List Works

The Routine widget on the Dashboard shows a combined daily task list:

• Scheduled routines for today appear automatically with their status
• Manual sessions you start via the + button also appear here
• Completed sessions show a green checkmark

Status Indicators

Tap any item to start or continue its flow. Tap the X to remove it from the list (you'll be asked about logging to Flow History first).

Removing a Scheduled Routine from Today

If you tap the X on a scheduled routine, what happens depends on whether you've made progress:

• No progress (0 steps): You'll be asked whether to log it as skipped to Flow History or just remove it
• Some progress: You'll be asked whether to log the partial session to Flow History before removing

Removing a scheduled routine dismisses it for the rest of the day only. It will reappear at its scheduled time on the next scheduled day.

Midnight Expiry

By default, incomplete sessions from scheduled routines expire at midnight. When this happens:

• The session is automatically logged to Flow History with however many steps were completed
• The session is cleared so the routine starts fresh the next day

This prevents yesterday's unfinished routine from cluttering today's task list.

Turning Off Midnight Expiry

If you have routines that intentionally span overnight (e.g. a Sunday evening weekly review that you finish Monday morning), you can turn off midnight expiry:

1. Open the routine's Settings tab
2. Toggle Expires at Midnight off

With this off, the session persists until you manually complete or remove it.

Reminders

Pair scheduling with notifications to get reminded before your routine is due:

1. Make sure notifications are enabled in Profile → Notifications
2. In the routine's Settings tab, set a Reminder Offset (e.g. 15 minutes)

A routine scheduled at 08:00 with a 15-minute offset will send a notification at 07:45 on each scheduled day. Tapping the notification opens the routine flow directly.

Scheduling and Flow History

Scheduled routines integrate with Flow History to give you a complete picture of your consistency:

• Completed sessions are logged when you tap End Session
• Skipped sessions can be logged when you remove a 0-progress scheduled routine (Pro)
• Expired sessions are automatically logged at midnight with their partial progress

Over time, this builds a record of which routines you completed, which you skipped, and which you started but didn't finish.

Tips

Schedule your most important routine first. If you only schedule one thing, make it your pre-market routine. Consistency on that one routine has the biggest impact on trading discipline.

Use the daily task list as your trading cockpit. Open the app, see what's due, work through each routine in order. When the list is clear, you're ready to trade.

Don't over-schedule. Start with one or two routines on a schedule. If you schedule five routines and skip three every day, the task list becomes noise rather than signal.