Dashboard/Documentation
DocumentationEnglish Only

Checklist and Planning

Explain how to use Styx's dashboard, sections, item pages, notes, and progress tracking to work through the planning checklist one step at a time.

Purpose

Explain how to use Styx's dashboard, sections, item pages, notes, and progress tracking to work through the planning checklist one step at a time.

Who this is for

  • people using Styx for the first time after setting up guest mode or an account
  • people who want a practical way to track planning instead of keeping scattered notes
  • people who need to revisit items after a life change or annual review

What you can do here

Styx turns planning into a guided checklist:

  • the dashboard shows overall progress and your selected state or territory
  • the 7 sections group the 51 planning items into manageable chunks
  • each section shows how many items are complete
  • each item has a detail page with status, notes, and guidance
  • some items show jurisdiction-specific guidance when you choose a state or territory
  • items can be marked Not Started, In Progress, Complete, Skipped, or N/A
  • notes auto-save as you type
  • reminders and review prompts help you revisit items later when you are signed in

Step-by-step instructions

Start from the dashboard

  1. Open the dashboard.
  2. Check your overall progress percentage.
  3. Look for the state or territory banner near the top.
  4. Choose a section to continue.

If you have not selected a state or territory yet, Styx prompts you to do that from Settings so it can tailor guidance and resources.

Work through a section

  1. Open any section card from the dashboard.
  2. Review the section title, description, and progress count.
  3. Use the item list to move from one topic to the next.
  4. Open an item that needs attention.

Section cards give you the total items in that section and the number already addressed.

Update an item

  1. Open an item detail page.
  2. Read the short explanation of what the item covers.
  3. Review any warnings, review cues, or jurisdiction-specific notes.
  4. Choose the status that matches your current progress.

The item status controls how Styx counts the item in progress totals.

Add notes and supporting details

  1. Scroll to the notes field on the item page.
  2. Enter your reminder, decision, or next step.
  3. Keep typing until you finish.

Notes save automatically. You do not need to submit them separately.

Use jurisdiction-aware guidance

  1. Select your state or territory in Settings.
  2. Return to an item that has local guidance.
  3. Read the Jurisdiction-specific information section.

When no local template exists for a given item, Styx keeps the universal guidance and may show a local resource note instead of inventing state-specific rules. The local guidance is there to help you organize questions and next steps, not confirm legal sufficiency.

Follow review cues

  1. Look for the Review Items button on the dashboard when a reminder is due.
  2. Open the suggested item.
  3. Complete the follow-up step or update the item status.

Review cues are meant to point you back to unfinished work, not replace your own judgment.

Important caveats or limitations

  • Styx is not legal, financial, or tax advice.
  • Legal rules vary by jurisdiction and may change.
  • Some items may be hidden or marked as possibly not applicable depending on your circumstances.
  • Territory-specific guidance can be intentionally limited while legal review is still in progress.
  • Guest-mode progress stays in the current browser unless you export or migrate it.
  • Signed-in reminders and review prompts are available only on authenticated accounts.

Common mistakes

  • Treating Skipped and N/A as the same thing.
  • Thinking item notes need a separate save button.
  • Looking for state-specific guidance before selecting a state or territory.
  • Assuming a section is complete when only some items have been reviewed.
  • Expecting reminders to appear in guest mode.

Related docs