Plan your day with Today

The Today card puts your day in one column beside Needs your attention: your meetings, milestones coming due and the follow-ups assigned to you, in time order. You can plan the day without opening the calendar or each job.

Who can do this

Everyone sees their own Today card. Only Owners choose whether it shows each person’s own meetings or every meeting in the business.

1. Read the list — In time order: your meetings today, milestones due within 7 days on jobs you can see, follow-ups assigned to you that are due today or overdue, and your next meeting after today.
2. Read each entry — A time or “Due day”, the title, and a line naming the kind and record, such as “Meeting · office” or “Milestone · Marina office fit-out”.
3. Open the calendar — Press Open calendar to see the meetings calendar on today.

The Today card listing a meeting, a milestone and a follow-up in time order, with Open calendar

With nothing on, it reads “Nothing scheduled today.”

Choose which meetings Today shows

1. Open Settings › Upcoming meetings — Open your account menu, choose Settings, then Upcoming meetings.
2. Choose a scope — Only my meetings: each person’s dashboard shows only the meetings they organise. Every org meeting: everyone’s dashboard shows every meeting in the business, which suits a small team that plans as one calendar.

Settings, Upcoming meetings, with the choices Only my meetings and Every org meeting

Note

Field users always see only their own meetings, whatever this setting says.

On a wide screen (1440 pixels or more), Needs your attention, Today and Recent activity sit in a column on the right that stays in view while the rest of the page scrolls. On a smaller screen they sit at the top.

For booking and managing meetings, see Meetings.