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Organizing with Context Tags and Filters

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Context tags are one of Waypoint’s most flexible features. They let you categorize tasks in ways that make sense for your life and work, then filter to see exactly what you need. They also help the Waypoint assistant figure out what you suggest as your next-up todo item.

What Are Context Tags?

Context tags are labels you attach to tasks to categorize them. Unlike folders (which force tasks into one place), tags are flexible - a single task can have multiple contexts.

Examples of Context Tags

  • By project: project-alpha, website-redesign, q1-goals
  • By location: home, office, errands, anywhere
  • By energy: high-energy, low-energy, creative, administrative
  • By person: boss, client-acme, team
  • By tool: computer, phone, no-tech

Adding Context Tags to Tasks

In Task Details

  1. Open an existing task
  2. Find the “Context” field
  3. Enter tag name and press enter
  4. Save the task

Via Waypoint Assistant

Tell the Waypoint Assistant about context when describing tasks:

“Add a task to call John with contexts of smith project and phone”

The AI creates the task with appropriate context tags.

Filtering by Context

There is real power of context tags when filtering. Show only tasks matching specific criteria.

Basic Filtering

  1. Tap the filter icon in your task list
  2. Select the context(s) you want to see
  3. Your list updates to show only matching tasks

Filter Modes

Waypoint offers two filtering modes:

Include Mode (Default)

Show tasks that have ANY of the selected contexts.

Filter: work, urgent Shows: All work tasks AND all urgent tasks

Exclude Mode

Hide tasks with certain contexts.

Exclude: someday Shows: Everything except tasks tagged “someday”

Combining Filters

Build powerful views by combining:

  • Context filters
  • Date filters (today, overdue, no date)
  • Status filters (show/hide completed)
  • Type filters

Context Best Practices

Keep It Simple

Start with 5-10 contexts. You can always add more, but too many will become overwhelming.

Be Consistent

Decide on naming conventions and stick to them:

  • All lowercase: work, not Work
  • Hyphens for multi-word: high-energy, not high energy
  • Singular or plural (pick one): call or calls

Review and Prune

Periodically review your contexts. Remove ones you never filter by.

ContextUse For
workProfessional tasks
personalPersonal life tasks
homeTasks requiring home location
errandsOut-and-about tasks
waitingBlocked/waiting tasks
somedayFuture/maybe items
eveningThings that you only want suggested to you in evening hours
morningThings that you only want suggested to you in the morning

Additional Filters

Beyond context, Waypoint offers other powerful filters:

Date Filters

  • Overdue - Past due date
  • Today - Due today
  • No Date - Tasks without deadlines

Status Filters

  • Show Completed - Include finished tasks
  • Hide Completed - Focus on what’s left

View Filters

  • Flat View - Just actionable leaf tasks
  • Hierarchical - Full nested structure

Context Extraction

Waypoint automatically tracks all the contexts you’ve used. This makes filtering easy - you’ll see a list of all your existing contexts to choose from.

Where Contexts Appear

  • Filter dropdown shows all your contexts
  • Autocomplete when typing context fields
  • Task detail displays current contexts

Bulk Context Updates

Need to re-categorize tasks? You can update context on individual tasks through the edit modal. For major reorganization, you can ask the Waypoint Assistant do do it.

Common Context Patterns

GTD (Getting Things Done) Style

  • next-action - Ready to work on
  • waiting - Blocked on someone
  • someday - Future maybe
  • project-[name] - Project association

Eisenhower Matrix Style

  • urgent-important - Do first
  • not-urgent-important - Schedule
  • urgent-not-important - Delegate consideration
  • not-urgent-not-important - Consider dropping

Time-Based

  • morning - Do in AM
  • afternoon - Do in PM
  • evening - Do in the evening
  • weekend - Not for workdays

Pro Tip: The Waypoint Assistant pays attention to context. If you give it some simple instructions in your settings about how you want it to handle them, it will take that into account. (e.g. - Adding this to your settings…”I don’t have much energy in the evening and my work hours are 8am to 5pm” will help the assistant know not to suggest certain tasks to you during those times if they have context added)

Troubleshooting

Not Seeing a Context in Filter?

Contexts appear once at least one task uses them. Add a task with that context, and it will appear.

Misspelled Context?

Edit the task and correct the context field. Future filtering will use the corrected version.

Too Many Contexts?

Consolidate similar contexts by editing tasks to use a single consistent tag.

Next Steps

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