User manual

Everything you need to know about Sortomate: from your first task to your daily workflow.

Sortomate is also available on the web at sortomate.app.

Quick start

New to Sortomate? You can be up and running in under two minutes.

  1. Open the app and tap the + button: the floating button, or the + in the side rail on wider screens. A New task sheet slides up.

  2. Type what needs to be done in the Task field: a single line describing the task.

  3. Rate it on three factors. Each has five tap-cells, top = strongest:

    Factor Top (1) Bottom (5)
    Importance Critical Trivial
    Urgency Today Someday
    Effort Seconds Weeks

    Scoring is optional. You can skip it and score the task later.

  4. Tap Add. The task lands in your ranked list.

  5. Look at the top of the list. That is your next action.

That is the full loop. The sections below explain the details.

How scoring works

Sortomate is a personal priority tool: it helps you decide your next action. It is not a delegation or assignment tool: there are no assignees, no shared inboxes, no handoffs. Every task in the list belongs to one person deciding what to do next for themselves.

Sortomate ranks every task using a single transparent formula:

rating = 4 × (6 − importance)² / (urgency × effort)

Each factor is an integer from 1 (strongest) to 5 (weakest). A higher rating means higher priority. The maximum rating is 100, which a task scored Critical / Today / Seconds achieves.

The math is free and open: you can check any task's score at a glance. "Why is this next?" always has a plain, hand-verifiable answer.

Sortomate uses AI as a suggesting assistant (the Decompose feature proposes subtasks; you decide which ones to keep). It does not use AI to rank your work. Ranking is deterministic and fully explained by the formula above. The goal is a glass-box tool where you stay in control of every priority decision.

Ranking order

Tasks are sorted by rating, highest first. When two tasks share the same rating, Sortomate breaks the tie in a fixed order: first your own manual arrangement, then time-pressure (how far each task is through its urgency window), then age, with older tasks first. Tasks with different ratings are never reordered by hand; only tied-rating tasks can be dragged into your own order (see "Reorder ties" under the task list).

Score display

Scores can be shown in three ways (configurable under Settings → Display):

Unscored tasks

A task without all three scores sorts to the bottom of the ranked list and also surfaces in the triage section of the attention strip (described below, under "The task list"), oldest first, so a freshly captured task stays in view until you rate it. Tap its Score pill there for the quick three-tap scorer, or tap the task to score it in the full editor.

Quick-add shorthand

The same Task field also accepts inline tokens that set a task's scores as you type, so a routine capture never has to leave the keyboard for the tap-cells:

Matching is case-insensitive and by prefix, so a few letters are enough. Tokens stay visible in the field while you type and are stripped from the task name only when you save; an unrecognised token (a bare ! with no word after it, for example) is left as ordinary text instead of erroring. This works anywhere the Task field appears: the New task sheet and the full task editor alike.

Hard deadlines

Most tasks in Sortomate never get a due date: you pick urgency yourself, from Today to Someday. But when a task genuinely has one (a filing deadline, an event date), you can pin it and let Sortomate do the math.

No invented due dates: when the world gives you a real one, we do the math, not the guilt.

Share to Sortomate

Android only: send text into Sortomate straight from another app's Share action, without opening Sortomate first.

The task list

The Tasks view shows your active tasks ranked by score, highest first. The top item is always your recommended next action.

The Now tab

The Now tab shows the five highest-scored actionable leaves: a short, calm slice for when you want to be handed the next thing instead of scanning the whole backlog.

It is deliberately not the same list cut off at five. Now answers a narrower question, so it builds its own pool:

Each row shows the task's ancestry above its name, in muted text, so you can see where the task sits without leaving the tab. Long chains collapse in the middle ("Beta launch > … > Restore polish") and the immediate parent is never dropped. The ancestry line is context only: tapping anywhere on the row opens the task editor. Tapping the circle completes the task, with the same Undo snackbar the list gives you. Completing a task whose subtasks are not part of what's currently on screen here works the same way it does in Tasks: Sortomate asks first with a Complete task? dialog, naming how many it will archive too.

Tapping a task's score opens the same Why this rank? sheet the Tasks list uses, but ranked against Now's own pool instead of the full list, for example "#1 of 6 in Now" rather than "#3 of 27 in all tasks".

Lenses

The chip row under the title is a lens: All, one chip per tag, and one per saved view. It is the same filter the Tasks list uses, so switching lens here switches it there too, and vice versa. Lenses never change any score or rank; they only decide which tasks are in the pool.

The lens always starts at All when you open the app. That is deliberate: a forgotten lens quietly hiding your real top task is the one failure this surface cannot afford, and re-applying a lens is one tap.

Selecting two or more tags reveals the same all/any match-mode line the Tasks list shows (see Filtering); it is the identical shared setting, so switching it here switches it there too. Now's pool already honours whichever mode is set; this line just makes that visible.

If a lens matches nothing, Now says so plainly and offers Clear filters to reset every filter axis at once. That is a different message from the one you get when there is genuinely nothing left to do.

A short, calm slice

The slice is fixed at your configured number, and there is no button to expand it in place. Completing a task promotes the next-ranked leaf into the freed spot automatically, so the slice never sits stale while there is more actionable work. Tasks on the bottom navigation is the way to see everything else beyond the slice.

When the pool holds more leaves than the slice shows, a small quiet mark sits below the last row so the ending reads as deliberate, not as the list running out mid-thought.

Settings

Settings → Display → Now has two rows:

Tags

Tags are optional labels that group tasks by situation, project, or energy level (for example #work, #home, or #high-energy). A task can carry many tags. Tags do not change a task's score or rank; they only filter the view.

Adding tags to a task

Inside the task editor, scroll to the TAGS · TAP TO ADD OR REMOVE section. Tap an existing chip to toggle it on or off, or tap New to create a tag on the spot.

You can also type #tagName directly in the task name field: Sortomate auto-assigns the matching tag on save, creating it if it does not exist yet. Tag names are space-free (use hyphens, e.g. #high-energy).

Managing tags

Open Manage tags from the navigation drawer (mobile), or the Edit action at the end of the tag chip bar, or the Tags destination on the bottom navigation bar / side rail: all three open the same screen. Tap a tag's row to apply it as your only active filter and jump straight to Tasks; use its Edit tag and Delete tag icons instead to rename or delete it. Deleting a tag does not delete its tasks; the tasks simply lose that tag.

Tags with the same name always merge. Creating a tag whose name already exists reuses the existing tag, and renaming a tag into an existing name (matching is case-insensitive) warns first, then merges: every task tagged with the old tag is re-tagged with the surviving one, and the old tag is removed.

When the Tag order setting (Settings → Display) is set to Manual (#588), each row here shows a drag handle so you can arrange tags into your own order; the arrangement syncs to your other devices.

Filtering

The chip bar at the top of the task list lets you filter by one or more tags and by a score range at the same time; when both are active, a task must match the tag filter and fall inside the score range to appear.

Tap All to clear the tag filter, or No tag to see only the tasks with no tags assigned. All clears tags only: it does not clear an active Score range and does not exit the Done view below, each of which has its own way to clear it.

Selecting two or more tags reveals a match-mode line below the chip bar: "N tasks matching all selected tags" or "N tasks matching any selected tag". all (the default) shows only tasks that carry every selected tag; any shows tasks carrying at least one of them. The count updates live and stays visible even at 0, so you always have a way back to a non-empty result. This mode is not saved; it resets to all the next time you open the app, and saved views do not capture it.

A Done chip sits right after No tag. Tap it to swap the list to your completed tasks, most-recently-completed first, without leaving the Tasks tab; tap it again to return to your active list. Tag, score, and search keep narrowing the view while Done is selected, the same way they do for your active tasks.

A Score chip sits near the end of the chip bar. Tap it to open a Score range picker: drag the slider to set a minimum and maximum, then tap Apply to filter the list to tasks whose score falls in that range. Tap the chip again to change the range, or open the picker and tap Clear to remove it; Cancel closes the picker without changing anything. The slider's values follow your score display setting (Settings → Display).

Saved views capture the full picture: your tags, No tag, the score range, and whether Done is showing, alongside your search (see Saved views). Only the all/any match mode above is session-only and never captured by a saved view.

Subtasks

Tasks can have subtasks, forming a tree. The parent task's score reflects its own ratings; each child is independently scored and ranked within its parent.

Adding a subtask

Either way, fill in the subtask name and scores, then tap Add.

Expanding and collapsing

Tap the arrow on a parent task row to expand or collapse its children. The Expand all and Collapse all actions in the top-right menu apply to the whole list at once. Score chain, between them, collapses each root task down to only the descendant path that drives its score, a one-shot way to see why a task ranks where it does without hand-expanding the whole tree.

Decompose nudge

If you rate a leaf task as Days or Weeks of effort, Sortomate nudges you to break it down. Tap Suggest subtasks (requires an account and a network connection) to get AI-generated subtask suggestions via Google Gemini, or Add subtask offline to add one yourself. You select which AI suggestions to add; none are saved without your approval. The attention strip's own Split pill appears only for Weeks-effort leaves (offline, it opens Add subtask instead).

Completing tasks

Tap the circle to the left of a task to mark it done (or open the task and use Complete task from its actions menu). If all of its subtasks are already visible in the current view, it archives and disappears from the active list immediately; a snackbar confirms the action and offers an Undo button. If some of its subtasks are hidden by the current tag filter, a search, or a score range, Sortomate asks first with a Complete task? dialog naming how many it will archive too (see The task list).

Archived tasks are still accessible. Tap the Done chip in the filter row above the task list to view them without leaving the Tasks tab (see Filtering), or open Completed tasks from the More options menu in the top-right app bar (narrow desktop windows), the overflow (⋮) menu (mobile), or the navigation drawer (mobile, tap the logo mark in the top-left to open it) for the dedicated screen.

Restoring a completed task

Tap Restore on a completed task's row, in either the Done chip view or the dedicated Completed tasks screen, to move it back to your active list; tapping the row's score ring does the same thing. If the task has subtasks you completed earlier, Sortomate asks whether to restore them too or just the task itself. A snackbar confirms the restore and offers its own Undo.

Undo & redo

Sortomate keeps a multi-level undo history for the current session. Completing, deleting, and editing a task are all undoable. After each action a snackbar appears for a few seconds with an Undo button; you can also tap the Undo icon in the toolbar (or the overflow menu on mobile).

Tap undo repeatedly to step back through your recent actions, one at a time, not only the most recent one. Tap Redo (next to Undo in the toolbar or overflow menu) to step forward again through anything you have undone. The history is held in memory for the current session only, so it clears when you restart the app.

To un-complete a task at any time, even after the session's undo history is gone, use Restore on its row instead (see Restoring a completed task). To recover a broader older state, restore a cloud backup (see below).

Recurring tasks

Turn on Repeat after completion in the task editor to make a task recur. When you complete a recurring task, Sortomate immediately creates a fresh copy of the whole task, including its subtasks (even ones you had already completed earlier in the cycle), notes, and tags. An undated task gets a new urgency window starting from now, with no fixed schedule. A task with a hard deadline instead rolls that deadline forward by the same number of days it originally had between creation and the deadline, counted from the moment you complete it.

Search & filter

Tap the search icon in the top bar to search across all task names. Results update shortly after you stop typing. Press Escape (desktop) or the close button to exit search.

Use the tag chips below the top bar to filter by tags, as described under Tags.

Saved views

A saved view is a named snapshot of your tag filter, score range, Done state, and search, so a slice you return to often (like your #ops tasks) is one tap away instead of rebuilt by hand each time.

Saving a view

With a tag filter and/or search active, tap Save current view (a toolbar icon on both wider screens and mobile, or inside the overflow (⋮) menu on mobile), name it, and tap Save. Saved views are hidden from all three locations while you are searching; stop searching first if you do not see the option.

Applying, renaming, and deleting

Tap the Views destination on the bottom navigation bar / side rail to open a dedicated list of every saved view, or tap Manage saved views (the same locations as Save current view) to open the same list in a Saved views sheet instead:

Saved views belong to your account and sync across your devices: save one on your phone and it is waiting on your laptop. They are also included in your backups, so a restore brings them back. In guest mode they stay on this device until you sign in, at which point they are claimed by your account like the rest of your data.

Sign-in & sync

Sortomate is offline-first. Every change is saved to a local database on your device immediately, before anything touches the network. You do not need an account to use the app.

Guest mode

Without signing in (tap Continue without an account on the sign-in screen), your tasks live only on the device you are using. They will not sync to other devices and will not appear in cloud backups.

Signing in

Tap Sign in with Google on the sign-in screen. After authenticating, your local tasks are claimed by your account and synced to the cloud. On subsequent opens, tasks sync automatically when you are online.

Email sign-in

You can also sign in with an email and password instead of Google. Enter your Email and Password on the sign-in screen and tap Sign in.

Sync status

The cloud icon in the top bar shows the current sync state:

Backup & restore

Cloud backups require a signed-in account and an active connection. Go to Settings → Backups.

Automated backups

With Automated cloud backups enabled (the default), Sortomate creates backups on a GFS (Grandfather-Father-Son) rotation: Daily, Weekly, Monthly, and Yearly snapshots. Old snapshots in each tier are replaced automatically, so storage stays bounded.

Manual backup

Tap Create manual backup now to take a snapshot at any time, for example, before a large edit.

Restoring a backup

Choose a backup from the list and restore it. Before anything is overwritten, Sortomate automatically creates a pre-restore snapshot of your current data. If the restore does not go as expected, you can restore that snapshot to return to the state you were in.

Restoring replaces your data on this device and, once it syncs, on every other device signed in to your account, not just the device you restore from.

A backup written by an older version of Sortomate after the effort-scale change is refused rather than restored, with an explanation on screen; choose a newer backup, or one from before the change, instead.

Note: Backups are compressed and then encrypted on your device (AES-GCM-256) before they are uploaded, so they are opaque at rest in Supabase Storage. The encryption key is kept in your account (escrowed), so this is not zero-knowledge end-to-end encryption: in principle the service operator could decrypt a backup. Passphrase-based end-to-end encryption is planned for a later release.

Settings

Open Settings from the bottom navigation bar (or side rail) to reach each subsection described below. When you are signed in, a Log out row sits just above About.

Display

Display is where score presentation, task-list appearance, and tag-filter behaviour all live (#489).

Score. Sets how the priority number appears next to each task. The ranking order is always the same regardless of this setting.

Below the score picker, a Scoring explained link opens this manual at How scoring works, where the formula, the 0–10 conversion, the ranking order, and hard deadlines are all explained in full. This setting is kept per device, not synced live to your other devices, but Sortomate does store an encrypted backup of it in your account, and a reinstall on the same platform picks it up automatically.

Task list. Adjusts how the task list looks on this device.

Task-list settings are kept per device the same way: not synced live to your other devices, but backed up encrypted to your account so a same-platform reinstall picks them up automatically.

Filtering by a tag always shows the subtasks of matching tasks too, even if those subtasks have no tag set of their own, so you keep the full context of a filtered task.

Tags. Tag order sets how tags are sorted everywhere they appear (the filter chip bar, Manage tags, and the task editor's tag picker). Like the other Display settings above, the chosen mode itself is per-device and does not sync.

Android widget

Android widget (Android only) configures the home-screen widget that shows your top tasks without opening the app.

Backups

Backups manages cloud snapshots of your data. Requires a signed-in account and an active connection.

Restoring a backup is described in the Backup & restore section above.

At the bottom of this screen, two separate reset actions restore different scopes of settings to their defaults, each behind its own confirmation:

Import & Export

Import & Export moves tasks in and out of Sortomate via CSV. See the Import & Export section below and the CSV file format appendix for column details.

Help

Help opens this manual for offline reading, right where you are, without needing a network connection. Tap the keyboard icon in the top bar to open the Keyboard shortcuts cheat sheet.

Report a problem

Report a problem sends a bug report or piece of feedback straight from the app. Signed in only, for now. Describe what happened in the text box (up to 2000 characters) and tap Submit. Sortomate automatically attaches your app version, platform, and OS version so it doesn't have to be explained separately, and shows exactly what it will attach before you send. Sortomate adds no task text, notes, or tags; a report contains only what you type. It is stored as plain text, not encrypted, tied to your account id, and readable by Sortomate's system administrator. Above the text box, the screen states that what you type is stored unencrypted and tied to your account. Written offline, a report is queued on your device and sent automatically the next time you're back online.

Privacy & data

Privacy & data explains how Sortomate handles your data during the beta, including the uploads a signed-in account makes (backups, a snapshot of this device's settings, and any problem reports you send), holds the opt-in toggle for usage analytics, and (for a signed-in account) the self-serve Delete account button.

About

About shows your installed version and build number, so you have them ready for a bug report; the build's commit is shown too when available. Tap Open-source licences to see the licences for the open-source packages Sortomate uses.

Import & Export

Go to Settings → Import & Export to move tasks in or out of Sortomate via CSV.


CSV file format

Sortomate produces two CSV flavours from Settings → Import & Export.

Friendly export

The readable format (Export user-friendly CSV). Headers:

Column Description
task_text The task name
parent_task_text Parent task's name (blank for top-level tasks)
tags ;-delimited tag names (blank if none)
urgency_score 1–5, 1 = strongest (Today) … 5 (Someday)
importance_score 1–5, 1 = Critical … 5 (Trivial)
effort_score 1–5, 1 = Seconds … 5 (Weeks)
is_archived true / false: whether the task is completed/archived
completed_at ISO-8601 timestamp, blank if the task is still open
is_recurring true / false: whether the task repeats on completion
notes Free-form task notes (blank if none)
deadline ISO-8601 hard deadline (blank if the task isn't dated)

Backup export

The full-fidelity format (Export all (Backup CSV)). Includes all columns from the friendly export plus:

Column Description
id Task UUID, preserved for round-trip imports
user_id Account ID that owns the task
parent_id Parent task's UUID (blank for top-level)
calculated_rating The raw formula score (not imported; recomputed on import)
custom_sort_index Manual tie-break order
created_at ISO-8601 creation timestamp
updated_at ISO-8601 last-modified timestamp

Import contract


Questions? Reach us at hello@sortomate.com.