How can we help?
< All Topics
Print

Daily Agenda

We’ve created a simple video tutorial on understanding the daily agenda. If you’d prefer to see images and text, scroll down and enjoy!

It’s important to know exactly what’s due when you walk in the office for a hard day’s work. By following these simple steps, you can see every task and project that is due today.

First, click into your “My Account” settings by clicking on the button just above your profile picture

Next, click on the “Reports” tab on the left-hand side of your screen, and then click on the drop-down arrow and click on “Daily Agenda”

And just like that, you are looking at everything that is due today! If I were an admin, I would be able to see what is due for everyone on my team for today, but if I were just in my personal account, I would see only the things that are due for myself.

Previous Activity Summary
Next Deals Summary Reports
Table of Contents