LTM Roll-Ups

View detailed summaries of workflow periods automatically generated by LTM-2.7.

LTM Roll-Ups are detailed summaries of your workflow periods, automatically generated approximately every 30 minutes by the Long-Term Memory (LTM-2.7) Engine. View them by clicking any activity in the Timeline Activities sidebar. Each roll-up includes tasks, decisions, documents, and follow-ups from that time period. You can edit, export, or delete them as needed.

Roll-ups help you understand what happened during specific workflow periods. They capture the context of your work—what you did, why you made certain decisions, and what still needs attention—making it easy to reference past work and understand your workflow patterns.

Complete roll-up displayed in the main panel showing all sections

Roll-Up Structure

Understand what information is included in each roll-up.

Each roll-up contains structured information about your workflow period, organized into clear sections that make it easy to understand what happened and what's important.

Each roll-up includes:

  • Core Tasks & Projects—What you worked on and problems solved
  • Key Decisions & Discussions—Important conversations and choices made
  • Documents & Code Reviewed—Files and links you accessed (with deep links)
  • Follow-Up Actions—What still needs attention

Roll-ups created through Model Context Protocol (MCP) integrations display a "Formed with MCP" indicator.

Roll-up sections with annotations showing Core Tasks, Key Decisions, Documents, and Follow-Up Actions

Viewing Roll-Ups

Open and navigate roll-ups from the Timeline Activities sidebar.

Opening a Roll-Up

Click an activity to view its full roll-up details:

Click any activity in Pieces Timeline. The full roll-up displays in the main panel with all sections. Deep links open resources directly in your browser. Use the `Jump to Summary In List` button in the roll-up header to scroll Pieces Timeline back to that activity's position.

Roll-up displayed with the corresponding activity highlighted in the Timeline Activities sidebar

Roll-Up Actions

Use toolbar actions to interact with roll-ups.

From the toolbar, you can:

  • Start Copilot Chat—Ask questions with roll-up context loaded
  • Export—Download as PDF, Markdown, or Plain Text
  • Edit—Open markdown editor to customize content
  • More menu—Copy or Delete
  • macOS Share—Share to AirDrop, Mail, Messages, etc.

Toolbar with all action buttons labeled

Editing Roll-Ups

Customize roll-up content using the markdown editor.

Editing a Roll-Up

Modify roll-up content using the built-in markdown editor:

Click the `Edit` button in the roll-up toolbar. Use the markdown editor toolbar for formatting: **Bold**, *Italic*, Link, Code Block. Click `Save and Exit` to apply changes or `Cancel and Exit` to discard them.

Markdown editor interface showing formatting toolbar and editable content

Privacy Control

Control which applications LTM captures context from.

Privacy Control lets you choose which applications contribute to your roll-ups. This helps you maintain privacy by excluding sensitive applications or focusing roll-ups on specific types of work.

Managing Privacy Settings

Configure which applications LTM captures from:

Click the grid icon in Timeline or access through the PiecesOS taskbar. Toggle sources on or off anytime—disabled sources are removed from existing and future roll-ups.

LTM Access Control modal showing toggle switches for different application sources

Next Steps

Now that you know how to view and manage LTM Roll-Ups, learn how to browse and search your workflow activities.

Timeline Activities →