Daily Workflow with Today and Upcoming Pages

Use the Today page and Upcoming page to plan your day and stay on top of your tasks. This guide covers the daily workflow essentials for productive task management.

Today Page - Your Daily Command Center

The Today page is your main workspace, showing tasks due today alongside a calendar timeline. It’s the first page you see after logging in.

Page Layout

The Today page features two main panels:

Left Panel: Task List (resizable)

Quick task creation at the top
“To Do” section for incomplete tasks
“Done” section for completed tasks (collapsible)
Task count and total time estimates for each section
Filter tasks by status and priority

Right Panel: Calendar Timeline

Weekly calendar view with hourly time slots
Visual schedule of events and time blocks
Multiple days visible for context
Helps coordinate tasks with scheduled events

Task Organization

To Do Section

Shows all incomplete tasks for the selected date
Displays total time estimate and task count
Tasks sorted by priority
Includes:
- Tasks starting today or earlier (not completed)
- Tasks due today or earlier with no start date (not completed)
- Tasks specifically due today (not completed)

Done Section (collapsible)

Shows tasks completed on the selected date
Toggle open/close using the chevron icon
Displays total time and count of completed tasks
Helps track daily accomplishments

Navigate between days using the date controls at the top:

Date picker - Click to select any specific date
Previous arrow (←) - View yesterday’s tasks
Next arrow (→) - View tomorrow’s tasks
Today button - Return to current day (appears when viewing other dates)

The task list automatically updates to show the selected date’s tasks.

Task Filtering

Use the filter button to refine which tasks are visible:

Filter by task status (Backlog, ToDo, In Progress, etc.)
Filter by priority level (Low, Normal, High, Urgent, Critical, Blocker)
Filters are saved automatically for the Today page

Task Information Displayed

Each task card shows:

Task title
Status badge (Backlog, ToDo, In Progress, etc.)
Priority badge (Low, Normal, High, Urgent, Critical, Blocker)
Project/list tags (colored pills)
Due date
Time estimate (e.g., “2h”, “40h”)
User avatar (assignee)

Time Summaries

The Today page provides time estimates at multiple levels:

Overall total: Total time for all displayed tasks
To Do total: Time estimate for incomplete tasks
Done total: Time estimate for completed tasks

These summaries help you plan your day and understand your workload.

Quick Task Creation

Add tasks quickly from the Today page:

Use the “Add new task” field at the top of the task list
Type your task title
Press Enter to create the task with today’s date

For full task creation with all options, click ”+ Add New Task” in the sidebar to access the complete creation modal.

Recommended Daily Workflow

Start Your Day:

Open Today page (default after login)
Review tasks in the To Do section
Check total time estimates to plan your day
View calendar timeline for scheduled meetings and events
Use filters if you need to focus on specific priorities or statuses

During the Day:

Work through tasks by priority
Click tasks to open detail view and update status
Add new tasks using the quick add field
Check the calendar timeline to stay aware of scheduled events
Move completed tasks appear in the Done section automatically

End of Day:

Review the Done section to see what you accomplished
Check remaining To Do tasks
Navigate to tomorrow using the next arrow
Preview upcoming work to prepare for the next day
Reschedule any unfinished tasks if needed

Upcoming Page - Plan Ahead

The Upcoming page provides a forward-looking view of tasks, helping you plan ahead and stay on top of deadlines. It offers three different views to organize your upcoming work.

Accessing Upcoming

Switch between three view modes using the view toggle buttons at the top right:

Due - Timeline view with horizontal date columns
Inbox - List view grouped by time periods
Calendar - Calendar integration view

Due View

The Due view organizes tasks in a horizontal timeline by date:

Layout:

Horizontal scrolling date columns
Each column represents one day
Shows approximately 41 days (10 days before today through 30 days after)
Right panel displays overdue tasks or summary

Date columns:

Shows date and day of week
Tasks displayed as cards within each day column
Scroll left/right to view more dates
Click date picker to jump to specific dates

Navigation:

Previous/Next day arrows
Today button to return to current date
Date picker for selecting specific dates
Horizontal scroll to view the full date range

Best for:

Weekly and monthly planning
Balancing workload across specific dates
Visual timeline management
Identifying busy or overloaded days

Inbox View

The Inbox view presents upcoming tasks in a vertical list format:

Organization:

Tasks grouped by time until due
Time period labels (e.g., “0d” for today, “37d” for 37 days away)
Collapsible groups for each time period
Clean, scannable list format

Features:

See all upcoming tasks in one scrollable list
Item counts for each time period
Compact display for quick review
Good for processing many tasks

Best for:

Quick overview of all upcoming work
Processing large task lists
When you prefer list format over timeline
Focus on task details rather than dates

Calendar View

The Calendar view shows your schedule with calendar integration:

Features:

Weekly calendar display
Integration with calendar events
Task and event coordination
Time block visualization

Best for:

Coordinating tasks with calendar events
Time-based planning
Viewing weekly schedule
Understanding time commitments

Using Today and Upcoming Together

Morning Planning:

Start with the Upcoming page in Due view
Review the week ahead in the horizontal timeline
Check the right panel for overdue or high-priority tasks
Balance workload across days
Switch to Today page to begin work on today’s tasks

Weekly Planning:

Open Upcoming page at the start of each week
Use Due view to see the entire week’s tasks
Identify days with heavy workloads
Redistribute tasks to balance capacity
Note any gaps or light days for additional work

Managing Overdue Tasks:

Check the Due view’s right panel or earlier date columns
Review tasks past their due dates
Decide whether to reschedule or prioritize for today
Update due dates to reflect realistic timelines
Communicate delays to relevant team members

Capacity Planning:

Review time estimates in both Today and Upcoming views
Check Today page to see total time for current tasks
Use Upcoming Due view to see time distribution across days
Identify overloaded days and redistribute work
Leave buffer time for unexpected tasks and meetings

Time Estimates

Time estimates help you plan effectively and manage your workload:

On Today Page:

Overall total - Total time for all displayed tasks
To Do total - Time estimate for incomplete tasks
Done total - Time estimate for completed tasks
Per-task estimates - Individual task duration (e.g., “2h”, “40h”)

On Upcoming Page:

Daily totals - Time per day visible in date columns
Task estimates - Individual estimates on each task card
Workload balance - Compare time across different days

Best practices:

Set realistic estimates for all tasks
Review your Done section to compare actual vs. estimated time
Adjust future estimates based on experience
Account for meetings, breaks, and context switching
Leave buffer time for unexpected work

View Selection Tips

Use Today Page when:

Starting your day
Need to focus on today’s work
Want to see calendar events alongside tasks
Tracking what you’ve completed today
Working through your daily priorities

Use Upcoming Due View when:

Planning the week ahead
Balancing workload across multiple days
Need a visual timeline of upcoming work
Identifying overloaded or light days
Long-term scheduling and capacity planning

Use Upcoming Inbox View when:

Want a quick list of all upcoming work
Processing many tasks at once
Prefer list format over timeline
Need compact overview without date focus
Reviewing all future commitments

Use Upcoming Calendar View when:

Coordinating tasks with calendar events
Time-blocking your week
Viewing weekly schedule holistically
Understanding time commitments and availability

Best Practices

Daily Habits:

Start each day by reviewing the Today page
Check time estimates in the To Do section before planning your day
Use the calendar timeline to coordinate with meetings and events
Update task status as you work throughout the day
Review the Done section at day’s end to track accomplishments
Preview tomorrow on the Upcoming page before finishing your workday

Time Management:

Set realistic time estimates for all tasks
Review total time estimates to avoid overcommitting
Leave buffer time (20-30%) for unexpected work and interruptions
Check the calendar timeline to account for meetings
Use Upcoming Due view to balance work across the week
Move tasks to less busy days when possible

Organization:

Write clear, actionable task titles
Assign appropriate priorities (avoid making everything high priority)
Set realistic due dates and update them when circumstances change
Use filters on the Today page to focus on specific work
Regularly review and reschedule overdue items
Keep the Done section collapsed to focus on remaining work

Troubleshooting

Not seeing today’s tasks

Solutions:

Check the date picker to confirm it shows today’s date
Click the “Today” button if you’re viewing a different date
Verify tasks have start dates or due dates that include today
Check your task filters - you may have filtered out certain statuses or priorities
Confirm you’re in the correct workspace

Too many overdue tasks

Solutions:

Switch to Upcoming page and check earlier date columns in Due view
Review and prioritize - decide what truly needs attention
Reschedule tasks with unrealistic due dates
Complete quick tasks first to reduce the list
Delegate tasks to team members if possible
Communicate delays with stakeholders

Task count doesn’t match expectations

Possible reasons:

Active filters on the Today page (check the filter button)
Done section is collapsed - expand it to see completed tasks
Tasks may have start dates or due dates on different days
You’re viewing a date other than today
Tasks are in a different workspace

Calendar timeline is empty

Possible reasons:

No events scheduled for the selected date
Events are scheduled on different dates
Calendar integration may need setup
Check event visibility settings

Unable to complete tasks

Solutions:

Click the task to open the detail view
Update the status to mark completion
Task will automatically move to the Done section
Check that you have permission to edit the task

Quick Reference

Today Page Features

✅ Resizable task list panel
✅ To Do and Done sections
✅ Quick task creation
✅ Task filtering (status and priority)
✅ Time summaries (overall, To Do, Done)
✅ Weekly calendar timeline
✅ Date navigation
✅ Task count indicators

Upcoming Page Views

✅ Due view (horizontal date timeline, 41 days)
✅ Inbox view (list grouped by time periods)
✅ Calendar view (weekly calendar integration)
✅ View toggle buttons
✅ Date navigation and picker

✅ Previous/next day arrows
✅ Today button (appears when viewing other dates)
✅ Date picker for specific dates
✅ Horizontal scrolling (Upcoming Due view)

Task Information Displayed

✅ Title, status, priority
✅ Project/list tags
✅ Due date, time estimate
✅ User avatar (assignee)
✅ Task counts per section

Time Management

✅ Total time estimates per section
✅ Per-task time estimates
✅ Daily capacity visibility
✅ Calendar timeline for time blocking

Tasks - Complete task management guide
Calendar & Events - Calendar timeline and events
Navigation - Accessing Today and Upcoming pages
Workspace - Understanding workspace filtering
Settings - Customize date and time preferences

FAQ

Q: What determines which tasks appear on Today page?

A: The Today page shows tasks that meet any of these criteria for the selected date:

Tasks with start dates on or before the selected date (not completed)
Tasks with due dates on or before the selected date and no start date (not completed)
Tasks specifically due on the selected date (not completed)
Tasks completed on the selected date (shown in Done section)

Q: Can I see multiple days at once?

A: Yes, use the Upcoming page in Due view to see tasks across multiple days in a horizontal timeline. The Today page focuses on a single day but shows the calendar timeline for context.

Q: How far ahead does Upcoming show?

A: The Upcoming Due view displays approximately 41 days (10 days before today through 30 days after). You can scroll horizontally or use the date picker to view additional dates.

Q: What’s the difference between Today and Upcoming?

A: The Today page focuses on a single day (today or any selected date) with To Do and Done sections. The Upcoming page provides a broader view of future tasks across multiple days in timeline or list format.

Q: Why is my time estimate showing a large total like “48h” for only 10 tasks?

A: This is the total estimated time for all displayed tasks. Some individual tasks may have large estimates (e.g., “40h”), which significantly increase the total.

Q: How do I resize the task list panel on Today page?

A: Hover over the right edge of the task list panel until you see the resize cursor, then click and drag to adjust the width. Your preference is saved automatically.

Q: What happens when I complete a task on Today page?

A: When you mark a task as complete, it automatically moves from the To Do section to the Done section. The Done section can be collapsed to keep your focus on remaining work.

Q: Can I filter tasks on the Upcoming page?

A: Filtering capabilities on the Upcoming page were not specified in the implementation. Use the Today page filter for status and priority filtering.

Q: What does the “Focus” indicator mean in time estimates?

A: The Focus indicator appears with time estimates but its specific functionality would need to be verified in the task management documentation.