Adding plan steps to your calendar

What this is

An action plan is a list of subtasks IQ builds to work a decision, a mix of emails to send, calls to make, surveys to fill in, comparisons to run, and focus blocks to hold. Some of those steps are worth a spot on your actual calendar (a real deadline, a follow-up you'd otherwise forget), and some are not (a step IQ is doing on its own, a housekeeping click you'll finish today anyway). The Add to calendar sheet is where you turn the first kind into real calendar events without dragging the second kind along with them.

IQ does the sorting for you. It reads every open step in the plan, decides which ones are calendar-worthy, and writes a one-line reason for each. High-signal items (deadlines, follow-ups, focus blocks) arrive pre-checked. Same-day housekeeping arrives unchecked. You review the list, adjust the checkmarks, and confirm. Nothing reaches your calendar without that confirmation, this is the guard against a calendar that fills up with noise.

Verinode does not decide what belongs on your calendar. IQ recommends a shortlist with its reasoning shown; you choose what actually gets added.

Where to find it

Open Action Plans from the sidebar (/actions), then open any plan. Or land on a plan directly from a decision's page. Either way, the plan you're viewing shows an Action plan section header with a row of controls on the right: Save to SOP (only once at least one step is done), Add to calendar, and Cancel plan.

Add to calendar only appears when both of these are true:

• The plan is still live (it hasn't been resolved or closed out).
• At least one open step in the plan is calendar-worthy.

If the plan is finished, or if nothing in it qualifies, the button is not there. There is no empty-state message in its place, the affordance simply doesn't render, since a resolved or calendar-free plan has nothing left to schedule.

Hovering the button shows the same one-line explanation as the sheet itself: "Add the important deadlines and reminders from this plan to your calendar. IQ suggests what's worth adding, you confirm before anything lands."

Clicking Add to calendar opens the sheet as a modal on top of the plan.

What counts as calendar-worthy

IQ only considers subtasks that are still open (not done, not skipped, not made moot by something else that happened). Within those, only certain kinds of steps qualify for a calendar entry at all:

• Email steps
• Call steps (call scripts)
• Survey steps
• Tracker steps
• Comparison steps
• Task steps (external actions you take outside Verinode)
• Focus block steps (time IQ has set aside for you to work something)

Steps where IQ is doing its own lookup or research, and purely navigational steps like a link to a decision or a note, are excluded outright. They're not calendar-shaped: there's nothing for you to personally act on at a specific time, so they never appear as candidates.

Reading the sheet

The sheet's header reads "Add to your calendar," with the same explainer line as the button's tooltip above the list. Below it, one row per calendar-worthy step, ordered by date (soonest first). Each row shows:

• A checkbox on the left. Checked means this step will be added; unchecked means it's left off. Click anywhere on the row to toggle it, you don't have to hit the checkbox itself.
• The headline, the subtask's title, in bold.
• A kind pill, a small uppercase label naming the step type: Email, Call, Survey, Tracker, Comparison, Task, or Focus block.
• A date, right-aligned, in short form (for example "Jul 24"). This is the day the event will land on your calendar.
• A rationale line underneath, in muted text, explaining in plain language why IQ suggests this one.

The rationale is not boilerplate, it's specific to why that date matters:

• A focus block reads something like "IQ set aside a focus block for this step, worth holding the time." Always pre-checked.
• A step you're waiting on someone else for reads "You're waiting on someone here. A reminder on [date] to follow up if you haven't heard back." Always pre-checked. This is the plan's own follow-up date, when a subtask is genuinely blocked on a counterparty responding.
• A step with a real deadline still ahead reads "This step is due [date]. Keeping the deadline on your calendar so it doesn't slip." Pre-checked.
• A step that's already due today or earlier reads "Due today or earlier, add it only if you want the nudge." Left unchecked by default, since a same-day item is usually something you'll just do rather than schedule.

Confirming your selection

The checkboxes start in the state IQ suggested (high-signal items on, day-0 housekeeping off), but every box is yours to change before confirming. Uncheck anything you don't want, check anything IQ left off. Reopening the sheet resets the selection back to IQ's suggested shortlist each time, your edits from a prior visit don't carry over.

At the bottom, two buttons:

• Cancel closes the sheet without adding anything.
• Add to calendar (or Add N to calendar once more than one item is checked) confirms your selection. This button is disabled whenever nothing is checked, since there's nothing to send.

What happens when you confirm

Clicking Add to calendar hands your exact selection, by subtask, to a calendar export route. On a phone, this opens straight into the native "Add to Calendar" import sheet (Apple Calendar or Google Calendar, whichever is set as default). On a desktop browser, it downloads a .ics file you then open in whatever calendar app you use. Either way, the sheet in Verinode closes as soon as you click.

Each event that lands on your calendar is an all-day entry with:

• A title, the same headline shown in the sheet.
• A description, the same short context, plus a line reading "Open in Verinode:" followed by a direct link back to that decision's page. Tapping it from your calendar app returns you straight to the plan.
• A 9:00am reminder on the day the event is due, so a deadline doesn't just sit silently on the calendar grid, it actually pings you that morning.

Re-adding the same step later updates the existing calendar entry instead of creating a duplicate, so running this more than once for the same plan won't clutter your calendar with repeats.

If, for any reason, none of your confirmed selections can be found when the export runs (the plan changed underneath you), the export responds with "No calendar-worthy steps in this plan" instead of producing an empty file.

Best-practice example

A plan has five open steps: a focus block to reprice a job tomorrow, a call script to follow up with an adjuster who's gone quiet (blocked, waiting on them, due in a few days), an email step due today, a comparison step due next week, and a note step linking to a related decision. Opening Add to calendar shows four rows, the note step never appears since it isn't calendar-shaped. The focus block and the adjuster follow-up arrive pre-checked, since IQ has already flagged both as worth holding a date for. The comparison step, due in the future, is also pre-checked with its own due-date rationale. The email step, due today, arrives unchecked, IQ's reasoning is that it's the kind of thing you'll just do rather than schedule. You leave the three pre-checked items as-is, click Add 3 to calendar, and three events land on your calendar: tomorrow's focus block, a reminder to chase the adjuster if you haven't heard back, and next week's comparison deadline. Each one links back to this exact decision.

Related reading

• The decision workspace
• Acting on decisions
• The Feed

Data sources