Manage Socra Details

The details panel on the right side of a Socra controls its metadata. Each field can be set from the detail view.

Set Status

1. Click the status dropdown in the details panel.
2. Select a status from the list.

There are seven statuses:

Status	Meaning
Plan	Not yet started, in planning phase
To Do	Ready to begin
Working	Actively in progress
Review	Waiting for review
Complete	Finished — triggers memory compilation
On Hold	Paused temporarily
Canceled	Will not be completed

The status badge updates immediately. When set to Complete, memory compilation triggers on the parent Journey.

Set Priority

1. Click the priority dropdown in the details panel.
2. Select a priority level.

There are four levels, each with a color indicator:

• Low
• Medium
• High
• Urgent

The priority badge updates in the sidebar and detail view.

Assign a Socra

1. Click the assignee field in the details panel.
2. Select a person or AI Teammate from the dropdown.

You can assign a Socra to yourself, a team member, or any available AI Teammate. The assignee appears on the Socra in the sidebar and inbox views.

Set a Due Date

1. Click the due date field in the details panel.
2. Select a date from the calendar picker.

Due dates appear in the inbox and sidebar. Overdue Socras are highlighted.

Star a Socra

Press ⌘⇧S or click the star icon in the detail view toolbar.

Click the star icon in the inbox toolbar to filter your list to starred Socras.

Mark Read/Unread

Press ⌘⇧U to toggle the read/unread status of the current Socra.

Unread Socras display a visual indicator in the sidebar and inbox.

Next Steps

• Use the Timeline — Post updates, attach files, and track activity on a Socra.
• How Socras Work — Understand the Socra lifecycle from creation through completion and memory compilation.