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Do not configure every part of Docket before you use it. Start with one Project and enough Tasks to plan a real day. Add structure after the work exposes what you need.

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Day 1: connect the schedule

Connect Google Calendar under Settings → Connections. Choose the calendars you want Docket to show under Settings → Calendar. Add your normal work-location pattern if it changes how you plan the week. Create one Project with a finish line. Set a precise target or choose a month, quarter, half-year, or year when the date is not firm.

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Day 2: plan Today

Open Today. Add the Tasks that matter now. If the day is empty, use Plan today with Athena and review the proposed plan in the utility rail. Keep the current Task in Now and the next few Tasks in After this. Timebox work in Agenda or Calendar when it needs a specific place.

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Day 3: clear Triage

Open Triage. Move each captured Task into the right Project or Program, or dismiss it. A Task can stay outside a Project when that is the correct shape. Create a saved View only after you have rebuilt the same filter more than once.

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Day 4: delegate one Task

Assign a bounded Task to Athena or keep yourself as the assignee and set Athena as the delegate. Watch the session. Answer any question it raises, and approve or reject proposed changes. See Talking to Athena for useful prompts and Proposals and approvals for the review controls.

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Day 5: review the week

Post a Project update and set its health. Then open Time, select Week, and compare human and agent effort. Break the total down by Project or Task and open the sessions behind any surprising number. Use Stream when you need the history behind a change. Use Portfolio to check whether dated Projects overlap across workspaces.

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Add workspace rules when they become necessary

An admin can change statuses, labels, terminology, Initiative depth, and the fiscal calendar under Workspace Settings. Keep the defaults until a real workflow needs a different rule.