Chapter 8 · When someone books
Your version
Today's tasks
Today's Tasks gathers everything that is waiting on you in one place: messages to answer, new inquiries and late payments. Open it each morning and work down the cards.
Step by step
Get there
On Overview, press Open today's tasks on the To do card.
Or press your name at the top right, then Today's Tasks.
Work through the cards
Look at the cards. The coloured label is the kind of job, and the line under the title is how long it has waited.
Press Show more under the cards to bring up the next ones.
Press the blue button to go and do the job. Open Thread opens the message so you can reply.
On a late payment, press Send reminder to email the client.
Not now? Press Snooze and choose how long to wait. Don’t show again removes the card for good.
On Overview
Each row of the To do card goes straight to its job. Press Reply to Danielle Lewis to open her message.
The card shows the five most urgent jobs. A small line under them counts what is left.
Your session to-do steps also appear as Session task cards. Press Mark done on a card to tick the step.
You're done when
You can open Today's Tasks, work through the cards and snooze what can wait. Next, message a client.
If something's not right
A card I snoozed has disappeared
It comes back when the snooze time is over. A card you removed with Don’t show again stays away.
The number on my name does not match the To do card
The number counts every job waiting. The To do card on Overview shows only the five most urgent.
Pro With Pro, the steps from your session to-do lists show up in Today's Tasks too.