Document Configuration

Document Settings

Document Settings control data stored in the current document. These choices travel with the file: spaces, tags, conditional formatting rules, and progression behavior.

Open Document Settings from the application menu, from the Command Menu, or from context actions such as Edit Tags.

General

The General tab contains the document progression calculation mode.

By level (average of children) calculates a parent from the average completion of its direct children. This keeps each hierarchy level balanced.

By task count (hierarchical total completed tasks) calculates progress from all completed tasks below a parent, regardless of nesting depth. This is useful when every task should count equally.

Spaces

Spaces are top-level roots inside one document. They let one file contain separate work areas such as Work, Personal, Clients, or Admin.

The Spaces tab has Active and Archived lists. Active spaces appear in navigation and move targets. Archived spaces stay in the file but are hidden from the normal workflow.

For each space, you can edit:

  • Name: the label shown in the sidebar and move targets.
  • Icon: the icon used to identify the space.
  • Color: the accent color used for the space.

You can add, reorder, archive, restore, and delete spaces. Home and Trash are system spaces, so they cannot be archived or deleted.

For the everyday workflow around spaces, see Columns & Calendar Views.

Tags

Tags are reusable labels stored in the current document. Use them for classifications such as Waiting, Client, Urgent, Admin, or any other grouping you want to reuse.

For each tag, you can edit:

  • Name: the label shown in tag menus.
  • Icon: the icon displayed with the tag.
  • Color: the tag color used in the interface.

You can add, reorder, and delete tags. When you delete a tag, Colonnes removes it from items and removes references to that tag from conditional formatting rules.

For applying tags to items, see Colors, Tags, and Conditional Formatting.

Conditional Formatting

Conditional formatting styles items automatically when they match document rules.

Create a Task Rule for task-style items, or a Folder Rule for folder-style containers. Rules can be enabled, disabled, duplicated, reordered, and deleted.

The rule editor has three areas:

Properties control the rule name, whether the rule is enabled, and whether all conditions or any condition must match.

Conditions define what the rule checks. Task rules can check tags, text, space, schedule date, and finished state. Folder rules can check tags, text, space, progress, total tasks, finished tasks, and unfinished tasks.

Style defines what happens when the rule matches. A rule can apply bold, italic, strikethrough, text color, or accent color.

If multiple enabled rules match the same item, Colonnes combines the matching style settings. Keep rules ordered and specific to make the result predictable.