Skip to content

My Day overview

My Day is your daily plan. It shows the assigned tasks and tickets you intend to work today, plus ready work that did not fit, and items that still need a look from the side panel.

Agency team members who start the day from a personal plan. Every signed-in agency user can open My Day. Completing a task or ticket still uses the same permissions as working that record.

  1. Sign in to the agency app.
  2. Open My Day ( /dashboard/my (opens in new tab) ). The app logo also returns here.
  3. Confirm the page tab My Workday is selected.
  4. Stay on Today to plan and work. Open Timeline to review activity and tracked time.

Owners, Admins, and members granted Dashboard access for those surfaces also see Team Command and Agency Pulse as sibling tabs. Those pages are not the personal plan.

My Day Today layout with Right Now, Up Next, Today's List, and the triage side panel
View full size
AreaWhat it is for
Right NowThe item you are working, or the first item ready to start. Includes Capacity.
Up NextComing up is the next item already on Today’s List. Suggested is an urgent pick from triage.
Today’s ListThe ordered plan that counts toward capacity.
OverflowReady work that did not fit on Today after must-do items were planned.
Overseeing and DelegatedExceptions on work you own or handed off. Appears only when there is something to review.
WatchingTasks you chose to follow.
Side panelEscalations, Mentions, and Tickets, plus an On Time summary.

New Tasks appears when items were added or reprioritized since your last visit. No work schedule configured appears when your work hours are not set. In that case My Day uses default weekday hours until an administrator adds your schedule.

My Day is not a separate record type. Items here are tasks and tickets that already exist. See Tasks & processes overview and Tickets overview.

Must-do work lands on Today’s List first: overdue or due-today stages, tickets with SLA pressure, and other deadline work. Remaining ready items fill until the day is full. Everything after that stays in Overflow until you select Today on the row.

Long work stays on Today and can carry over. It is not moved to Overflow only because it is longer than the remaining window.

When Today’s List is empty, the page shows Your day is clear. Promote an item from Overflow or triage to start a plan.

Today is the working plan: start an item, reorder the list, insert a break, complete work, or snooze something off the day.

Timeline is a review of the selected date. It shows Activity and Time tracked. Use the date control, Previous day, Next day, and Today to change the date. Next day is unavailable when you are already on the current date.

My Day Timeline with Activity and Time tracked for the selected date
View full size
Editorial illustration of a blank card being lifted from a daily stack toward a focus ring. How-to Work your day Start the next item, reorder Today's List, promote Overflow, and review Timeline.