My day and following

My day is your plan for today: the items you chose to work on, in the order you want.

Plan your day

1. Open My day.
2. Use Add in the side panel to put items, mails or your own notes on today.
3. Drag rows to change the order. Tick a row when it is done.
4. Anything not done moves on with you, so nothing is lost.

Following

Follow an item, a flow or a person to see their changes in Following, without being assigned. Use Add follow in the sidebar.

Gridfloo plans your day

On a working day, the first time you open My day, Gridfloo plans it: which tasks today, in which part of the day, and what moves to a later day, with a line on why. Press Undo to put everything back, or Change and say what to do differently (tick Remember this to keep it as a wish). After working hours, Your day sums up what you did, what is still open and when it comes back, and what you still wait for. The gear on the card sets it to automatic, Prepare it, I press Apply, or Off. Each plan uses 3 AI credits; a summary 1. Turn Use the Assistant off in the same place and fixed rules plan the day and fixed sentences sum it up: no AI and free. Mail tasks (the gear on the day page, or All My Day settings) choose which mail you see: all unread, the most important (sent to you from a customer, lead, prospect or colleague, your turn to answer, not automated), mail with tags you pick, mail from people or companies you name, or one of your mail tabs. Each can go in the morning list in My day and the morning email, and as a mail check at set times that shows how many are waiting and opens that mail. Without the Assistant you get senders and previews; with it, one line each and which need a reply (1 credit per 20 mails). The Assistant's mail lines are cleared after 30 days; your mail is never deleted. The gear ticks mail tasks on and off; to get one that isn't ready-made, describe it in your own words ("mail that isn't automatic in the morning, the rest in the afternoon") and the Assistant sets it up (1 credit).

Tips

• The calendar is one click away from My day.
• Items with a time show at that time; the rest are in your list.