Work through My day
On this page
Read the summary cards
Open Dashboard and find My day. Select a card to jump to that kind of work. Depending on your access, you may see:
| Card | What to look for |
|---|---|
| Stuck projects | Projects with a blocker or a sign they need a check-in. Open the row to see the reason and the work still due. |
| Waiting on us | Work that needs a reply or follow-up, such as a customer conversation or a task. |
| Quotes waiting | Quotes awaiting progress. The card shows their combined value and a count. |
| Overdue | Outstanding balances past their due date. The card may also show what is due this week. |
| Projects to build | Work in delivery, with an indication of how many projects are in progress or due to go live this week. |
Take action from a row
- Open To do. Use Search to find a record, or Group by to organise the list by kind of work or owner. A Person filter is available when your role can see team work.
- Expand the arrow on an item. The actions depend on the item. For example, open a conversation to see recent messages and reply, or open a project to review its blocker, owner, go-live date and next steps.
- Use the row action or open the full record if you need its history. Refresh My day after changes elsewhere in the system.
For example, if a customer is waiting on an answer, expand the row under Waiting on us, read the recent conversation and reply. Use Mark handled when the conversation is resolved and the action is available.
Plan dates or review team work
- Calendar shows My day items that have a date. Use it to plan time-sensitive follow-ups.
- Sales team appears for users with the relevant team access. Use it to review sales work across the team.
- Tick several rows to see bulk actions such as Assign to, Send reminder, Snooze until or Mark done. Review which items the action applies to, especially before sending reminders.
Turn on the AI briefing
Below My day, Today’s Focus can generate a personalised AI briefing across email, WhatsApp, social messages and open tasks. Turn on Daily briefing there, or open Inbox → Settings to choose the time and delivery channels. Generate now or Refresh creates a new briefing and uses AI credits. My day remains available with the briefing off.