Weekly Planning and Review

Two short weekly rituals. Plan sets your objectives for the week ahead; Review looks back at what got done.

Weekly planning and weekly review are two short rituals built around your weekly objectives. Planning sets the objectives for the week ahead. Review looks back at how you spent the week and lets you write and share a short summary. Each takes a few minutes.

Both are in the web and desktop apps, under Weekly rituals in the left hand navigation panel. They aren’t available in the mobile app.

Weekly planning

Click Plan under Weekly rituals. From Thursday on, it plans next week; earlier in the week, it plans this week.

  1. Weekly objectives. Add the objectives you want to accomplish this week with Add objective, and plan tasks for them with Add task. Objectives you didn’t finish last week are listed under Unfinished from last week; click Carry over to continue one. The What remains card shows whether the planned work fits in your week. Click Next.
  2. Weekly plan. Sunsama drafts a short summary of the week’s objectives and what you finished last week. Edit it as you like, then click Share to send it to your team, or Done to finish.

The objectives list works the same as the This week page, so everything in Weekly objectives applies here too.

Weekly review

Click Review under Weekly rituals. From Monday to Wednesday, it reviews last week; later in the week, it reviews this week.

  1. Week in review. See each objective with the time spent on it and the Progress card. This step is skipped if the week had no objectives.
  2. What got done. See your tasks for each day, the total time you logged, a Daily productivity chart and How you spent your time by channel. Click Next.
  3. Weekly review. Sunsama drafts a summary of what you finished. Edit it, then click Share to send it, or Wrap up to finish.

When you finish either ritual, a checkmark appears next to it in the left hand navigation panel, and a completed Weekly planning or Weekly review task is added to your day.

Writing and sharing the summary

The last step of each ritual is a short written summary.

  • Share sends it to the destinations you choose, like Slack, Microsoft Teams or email.
  • Automate (shown as Customize once set) chooses what the draft includes: the tasks linked to each objective, and private objectives and tasks.
  • Refresh redrafts it from your latest objectives and tasks.
  • Skip this step in the future turns off the summary step. This applies to the summary step of every ritual, daily and weekly. To turn it back on, go to Settings > Rituals and turn on Daily journaling.

Settings

In Settings > Rituals:

  • When do you plan your week: the day and time you plan. The default is Monday at 8:00 AM.
  • Automated weekly planning: shows a reminder to plan when that time comes. On by default.
  • When do you review your week and Automated weekly review: the same for the review. The default is Friday at 3:00 PM.
  • Combine weekly review and weekly planning: reviews the past week as part of planning the next one, in a single ritual. Off by default.
  • Include weekends during reviews: counts work done on Saturday and Sunday.

The reminders appear in the app. You can also start either ritual from the command palette (Cmd/Ctrl K) with Go to weekly planning or Go to weekly review.