Every day
The dashboard, the morning briefing, your task list, and the playbooks that line work up for you automatically.
Four pages cover the working day. They overlap on purpose — the same thing shows up wherever you would go looking for it — but each has its own job.
| Surface | Its job |
|---|---|
| Dashboard | A quiet overview: one summary of today, plus a card for anything that needs you now. |
| Briefing | Read it once in the morning. Everything needing attention, grouped so you can act on it. |
| Tasks | Everything still open, sorted by when it is due. |
| Playbooks | Rules that create tasks for you automatically when something happens. |
The dashboard
Deliberately simple. It greets you, sums up the day in one card that links to the Briefing, and shows a small card for anything active — an ongoing conversation, a call worth reviewing.
It is not a wall of charts. For figures, see your workspace insights; for work, go to Tasks.
Your morning read
The Briefing is worth opening first thing. It is rebuilt each morning, and the same content is emailed to you between 7am and noon in your own timezone — but only when there is actually something to send.
See The morning briefing.
Getting through the day
Tasks holds everything open, in five groups: Overdue, Today, Upcoming, Someday, and Recently done. Most rows have one-click actions — mark done, push to tomorrow, or hand it to Elle.
See Tasks.
Letting the app do some of it
Playbooks are standing rules: when a listing goes live, do these six things over the next two weeks. They watch for the event, then create the tasks on the right days — and some steps write the marketing copy before you even open them.
See Playbooks.