1Medium Docs

Welcome to the comprehensive documentation for 1Medium. This guide provides detailed information on how to effectively utilize the platform's features to streamline your workflows and enhance productivity.

Dashboard: Integrated Task and Calendar Management

The 1Medium dashboard is where your work comes to life. It's designed to be your central command center, integrating task management with your calendar for a seamless workflow. We believe in "convention over configuration," meaning we've built in proven project management methods, refined over 15 years of experience, to guide you to success.

The dashboard is split into two clear sections: your tasks on the left, and your integrated calendar on the right. This dual view helps you see what needs to be done and when. [Image: dashboard_overview.png]

Priorities: These are your company's big picture goals – the main directions you're heading. Think of them as your North Star. [Image: priority_card.png]
Projects: These are the larger efforts you'll undertake to achieve your Priorities. Every project directly contributes to a specific priority. [Image: project_card.png]
Tasks: These are the individual pieces of work that get things done. Tasks are the actionable steps that make up your projects. [Image: task_item.png]

Task Management Features:

Rich Text Editing: Need to add details, format text, or embed images? Each task comes with a powerful rich text editor, similar to what you'd find in tools like Notion, Google Docs, or Confluence. [Image: rich_text_editor.png]
Tagging: Keep your tasks organized with custom tags. This is great for filtering and finding related work, much like tagging in GitLab, GitHub, Jira, or Trello. [Image: tagging_example.png]
Prioritization: Order your tasks by importance within each project. We even bold the top three tasks to help you focus on what's most critical. This prioritization feature is a staple in project management tools like Jira, Asana, and Trello. [Image: prioritized_tasks.png]
Completion Tracking: When a task is done, simply check it off! It moves to a "completed" tab, giving you a clear view of your accomplishments. This is a common feature in task management apps like Todoist, Microsoft To Do, and TickTick. [Image: completed_task.png]
Project Association: Every task belongs to a project. This ensures all your work is aligned with a larger objective, a core principle in tools like Jira, Asana, and Monday.com. [Image: project_association.png]
Collaborative Comments: Discuss tasks with your team right where the work happens. Our comment sections are similar to those in Jira, Asana, Trello, Slack, and Microsoft Teams. [Image: collaborative_comments.png]
Organizational Mentions: Need to get someone's attention? Use '@' mentions in task descriptions or comments to notify any member of your organization, just like in Slack, Microsoft Teams, and GitHub. [Image: organizational_mentions.png]

Calendar Integration and Task Scheduling

Your calendar is seamlessly integrated into the dashboard, allowing you to manage Google or Outlook calendars directly. You can even connect multiple calendar accounts and individual calendars for a truly comprehensive scheduling experience.

Drag-and-Drop Scheduling: See a task on your left that needs a time slot? Simply drag it onto your calendar on the right to schedule it. It's that easy! [Image: drag_and_drop_scheduling.gif]
Batch Scheduling: Got a few tasks to schedule at once? Click on the row of each task (not the text) to highlight them. Once you have two or more selected, a button will appear to schedule them all at once. We'll show you your available times from your integrated calendars. [Image: batch_scheduling.png]

At 1Medium, we champion "convention over configuration." This means we provide a clear, optimized way of working. By following our methods, you'll achieve consistent results and boost your team's efficiency.

Meeting Scheduling: Effortless Appointment Coordination

Our Meeting Scheduling functionality simplifies the process of coordinating appointments and meetings with internal and external participants through multiple flexible methods. One primary method involves generating a shareable link, similar to popular scheduling platforms like Calendly, Chili Piper, and Acuity Scheduling. This link allows anyone to view your real-time availability and book a meeting directly, eliminating the traditional back-and-forth of finding a suitable time.

In-App Scheduling via Dashboard Calendar

Beyond shareable links, 1Medium allows you to schedule meetings directly within the application using the integrated dashboard calendar. This functions similarly to how you would schedule events in Google Calendar or Outlook. You can either drag and drop to create a new meeting event on your calendar or click on a specific time slot to open a scheduling form. This direct interaction provides a familiar and efficient way to manage your appointments without leaving the 1Medium environment.

Scheduling with Your Email Assistant

For a truly hands-off scheduling experience, 1Medium offers an intelligent email assistant, reminiscent of innovative tools like X.AI (2012), Amy + Andrew Ingram, and Clara. This personal scheduler, accessible at [email protected], streamlines the process of coordinating meetings without you lifting a finger.

When you're ready for your scheduler to take over, simply include her in your email thread. Be direct and clear about your preferences: mention when you'd like to schedule the meeting and what it's about. For example, "Scheduler, please find a time for a 30-minute sync with John and Jane next week about the Q3 roadmap."

Based on the context of the conversation and your calendar availability, your scheduler will either:

Reach out to all participants with a selection of available dates and times.
Directly schedule the meeting if the context allows for immediate booking.

You have the flexibility to include multiple people in the email, and your scheduler will coordinate with everyone. Alternatively, you can email one person at a time, or even email the scheduler directly and ask her to initiate outreach on your behalf. This ensures your scheduling needs are met, whether it's a one-on-one or a group meeting.

Tags: Categorizing and Filtering Your Work

Tags in 1Medium provide a flexible way to categorize and organize your tasks, projects, and other relevant items. You can add tags to any task, allowing for granular organization. This feature is invaluable for cross-project organization and for quickly identifying tasks related to specific themes, departments, or initiatives.

1Medium offers robust filtering capabilities to help you quickly find the information you need. You can filter your tasks and projects by project, priority, or tag. These filtering options are accessible through the dedicated filter section at the top of your dashboard. Additionally, for more advanced filtering and organization, you can utilize the hidden menu on the left side of the screen, which can be opened by clicking the settings button located in the middle of the left-hand pane.

Templates: Standardizing Your Meeting Links

Templates in 1Medium allow you to create standardized configurations for your meeting scheduling links, similar to the functionality found in tools like Calendly, SavvyCal, and ScheduleOnce. These templates streamline the process of setting up recurring meeting types, ensuring consistency and saving you valuable time.

Within a template, you can pre-define various settings to control how your meeting links behave, including:

Lead Time: Specify the minimum notice required before a meeting can be booked.
Breather Time: Automatically add buffer time before and after meetings to prevent back-to-back scheduling and allow for preparation or wrap-up.
Meeting Duration: Set the default length for meetings scheduled using this template.
Availability: Define specific days and times when meetings can be booked.
Location: Pre-set meeting locations or video conferencing details.
Description: Include a default description for the meeting invitation.

By creating and utilizing these templates, you can ensure consistency, save time, and reduce errors when initiating new workflows, providing a repeatable blueprint for common meeting types.

Preferences: Personalizing Your Experience

The Preferences section enables you to customize your 1Medium experience to suit your individual needs and working style. Here, you can configure a variety of settings to tailor the platform's behavior.

One key preference is Video Conferencing. If you have established a Zoom connection through the Integrations section under the Connect menu, you can configure 1Medium to automatically add a Zoom invitation to all events created. This seamless integration applies across all scheduling methods, including:

Meetings scheduled via the AI Scheduler (email assistant).
Events created directly through email interactions.
Appointments made using the calendar dashboard within the app.
Meetings booked through the shareable meeting links you send to others.

Additionally, within Preferences, you can customize your Working Hours. These hours directly impact your meeting links and determine when others can schedule time with you. While you have the flexibility to customize working hours within individual meeting templates, the settings configured here in Preferences will apply as a default to every meeting template you create, ensuring consistent availability across your scheduling options.

You can also choose how your meeting titles appear on your calendar. For instance, you can set them to display as "Meeting with Jacob" or "Jacob/Dan," providing flexibility in how your scheduled events are presented.

Dashboard preferences allow you to hide your calendar if your primary focus is on project management tracking, enabling a streamlined view tailored to your workflow.

Finally, there is a shortcut to Developer Preferences. This advanced setting allows you to view the internal IDs of various elements within the application, which is particularly useful for scripting purposes. We will explore scripting in more detail in a later section.

Tailoring these preferences ensures that the platform aligns seamlessly with your daily operations and preferred communication tools.

Connect: Integrating Your Digital Ecosystem

The Connect section is your gateway to integrating 1Medium with your essential external services and calendars, creating a unified and powerful workflow. This allows for seamless data synchronization and enhanced functionality across all your tools.

To get started, you'll likely want to add your integrations:

Zoom Integration: We highly recommend connecting your Zoom account first. Once set up, 1Medium can automatically add a Zoom invitation to every event created, whether it's scheduled via the AI Scheduler, through email, directly on the calendar dashboard, or through your shareable meeting links.
Google Contacts: Integrate your Google Contacts to enable auto-completion for guests when scheduling events in the calendar dashboard, saving you time and ensuring accuracy.

After setting up your primary integrations, you can connect all the calendars you wish to manage within 1Medium. You have the flexibility to add as many calendar accounts and individual calendars as you like. Furthermore, you can customize the behavior of each connected account. For example, if you add your personal Gmail account, you can specify whether 1Medium should pull availability from just that account, or combine it with your work account for a comprehensive view of your schedule.

Detailed guides for connecting popular services and managing your calendar integrations are available within this section.

Messages: Centralized Communication Hub

1Medium's Messages feature provides a centralized hub for all internal communications related to your projects and tasks. This ensures that discussions, updates, and feedback are directly associated with the relevant work items, fostering clear communication and reducing information silos. Here, you can easily track unread comments from tasks, as well as unread comments and new posts from your Boards, ensuring you're always up-to-date on critical conversations.

Boards: Collaborative Communication Spaces

Boards in 1Medium provide dedicated spaces for collaborative communication among app users. Think of them as internal forums or discussion hubs where you can share information, ask questions, and gather feedback. For example, you can create a board to share updates from your latest kickoff meeting and include relevant documentation. Users can then respond within post replies, mention other team members, and react to posts, fostering dynamic discussions.

This robust communication system is designed to reduce reliance on external tools like Slack, Microsoft Teams, and Discord, centralizing your project-related conversations within 1Medium. You have the freedom to create an unlimited number of boards, posts, and replies, adapting the platform to your team's specific communication needs.

You'll receive real-time notifications via email and directly within the app when new posts are created or when someone replies to content you're subscribed to, ensuring you stay informed without constant monitoring.

M1 CLI: Automating Workflows with Custom Scripts

The 1Medium Command Line Interface (M1 CLI) empowers advanced users to extend the platform's functionality through custom scripts. These scripts can be triggered in several ways:

Task Tagged: Your custom scripts can be configured to execute automatically when a specific tag is applied to a task.
Task Created: Scripts can be triggered upon the creation of a new task, allowing for immediate automation of workflows.
Cron Jobs: Schedule scripts to run at predefined intervals using cron job functionality, ideal for regular maintenance tasks, data synchronization, or automated reporting.

Currently, you are limited to four scheduled jobs per day, but this capacity is expected to increase in future updates. The M1 CLI provides a powerful way to automate repetitive tasks, integrate with external systems, and create highly customized workflows tailored to your organization's unique needs. More detailed documentation and examples for scripting will be provided in a dedicated developer section.

API & Webhooks: Extending 1Medium's Capabilities

1Medium offers a comprehensive Application Programming Interface (API) that allows you to access and control virtually all functionality within the platform programmatically. This enables deep integrations with your existing tools and custom applications.

You can obtain your API key from your profile page within the application. This key is essential for authenticating your requests to the 1Medium API.

In addition to the API, 1Medium supports webhooks, which allow you to receive real-time notifications about events happening within your 1Medium account. You can configure and subscribe to various webhook events directly from your profile page. This functionality is invaluable for triggering external workflows, updating other systems, or simply staying informed about key activities as they occur.