Web app guide
Plan your day
Use My Day, priorities, and deadlines to make a realistic plan.
Review before adding more
Start by looking at the work already in your workspace. Check approaching deadlines, open items, and anything that needs a decision before another piece of work can move.
Review Inbox too, so recent requests have a place in your plan.
Choose today’s focus
Use My Day to focus on the work you want to move forward today. Choose a manageable next step rather than treating the full project as one task.
Confirm the proposal scope, write the outline, and review the client’s feedback. Leave room for the conversations those steps may create.
Use planning help with context
Free includes simple daily planning. Pro includes advanced daily planning, and Business includes advanced planning support. Use AI assistance to think through the work and possible next steps, then choose the priorities that fit your commitments.
AI suggestions are a starting point. Check the details against your deadlines and available time.
Adjust as the day changes
Return to your plan when new information arrives. Update the relevant item with the decision or new context, then decide what should happen next. Use the calendar view to see how deadlines fit into the week.