How to Set Up and Use My Day

In this video, you'll learn how to set up and use My Day. There are also text-based instructions with screenshots below the video. 

Instructions

My Day is a place where you can organize everything and keep track of your tasks and notes and appointments and so forth.

To get to My Day, click on your name and go to my day right at the top and it brings you to your tasks for the day.

You can see all of your active tasks even if they're in the past but haven't yet been marked completed. You can go to the completed tab and see your completed tasks, You can also filter your tasks on a specific date or a date range.

If you have a lot of tasks and you just want to filter and see some of them, you can mark your tasks complete, assign them to another user, assign an action type or a priority, and save that here.

You can also look at all the notes that you've added for any of your contacts. They'll all be summarized here.

You can see your appointments as well and you can also look at your calendar. You can see your calendar entries in list form, by day, week or month, or just use the standard calendar format. This way you have an easy way to see everything upcoming that you need to do