See everything you have to do in one list

Open Mitt arbete in the menu. It is one list of everything that is yours and has a date, whatever kind of record it lives on:

• activities you own or share, by their deadline or start time
• leads by their next contact date
• deals by their follow-up date
• tasks assigned to you, project tasks included, by their deadline
• tickets assigned to you that have a due date
• jobs you are on, by their scheduled start
• meetings you organise or are invited to

Finished, won, lost, converted, solved and cancelled records are left out, so the list is only what is still open.

How it is ordered. I dag comes first. Below it, Tidigare holds everything whose date has passed, folded away with its count; click it to open it. Then I morgon and each day after that. Inside a day, things with a time come first in time order. Past meetings are not listed; a meeting that has happened is not something left to do.

Choose how far ahead to look with 2 veckor, 1 månad or 3 månader, and narrow the list to one kind with the buttons above it. Click a row to open the record it came from; click the customer to open the customer.

Finish something from the list. Click the circle at the start of a row:

• an activity is marked completed
• a task is marked done
• a lead or deal has its follow-up cleared, the same as choosing no follow-up on the lead or deal itself

The row is ticked and leaves the list, and the count beside the title shows how many you have finished today. Changed your mind? Click Ångra in the message that appears and it is put back as it was.

Move something to another day. Point at a row (on a phone, tap the button at its end) and choose I morgon, Nästa vecka (the coming Monday) or a day in the calendar. This moves an activity's deadline, a task's deadline, a lead's or deal's follow-up date, or a ticket's due date. An activity booked for a set time, a job and a meeting are moved on their own page.

Both work exactly as they would on the record itself: the change shows on its timeline and any automation you have set up for it runs. You only see these buttons for records you are allowed to edit. Tickets are solved on the ticket, where you choose the status and can reply.

Get it by email. Click Mejla mig and turn on either or both:

• Varje morgon: i dag och försenat
• Varje fredag: det som är försenat

Emails go out from 07:00 on weekdays in your workspace's time zone, in your own language. Nothing is sent on a morning with nothing on your list. With both turned on, Friday's morning email already includes everything overdue, so you get one email that day, not two. Turn them off the same way.

Only your own work is ever shown, both on the page and in the email.