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Managing Tasks in My Day

Organize, update, and complete your daily priorities with ease.

Updated over a week ago

My Day helps you focus on the tasks you intentionally choose to work on today. Once you've added tasks (either manually or via Smart Suggestions), you can manage them directly from the My Day screen.

Whether you’re finishing a reading list, wrapping up a project for work, or organizing your family's summer trip, My Day helps you stay intentional and on track.

Below, you’ll find everything you need to easily manage your tasks - edit them, check them off, or update their status - right from one place.


🔓 Who Can Use This Feature?

Managing tasks in My Day is available to:

  • Free users

  • Premium users

  • Family members

  • Workspace members

📱 Available on: Android, iOS, Web, Mac, Windows


➕ How to Add Tasks to My Day

You can add tasks to My Day manually, or by using the Suggestions Engine.

🔧 Manually Adding Tasks

📱 On Android & iOS

  • Tap the “+” icon in My Day

  • Choose a task name and optional due date/list

  • Tap Add

💻 On Web/Desktop

  • Click the “+ Add Task” button in My Day

  • Type your task and hit Enter

  • Hover over the task to see details.

🧠 Using Smart Suggestions

  • Open the Suggestions panel (lightbulb icon)

  • Click any task to add it to My Day

🔄 External tasks cannot be manually added - only selected from the Suggestions menu. For more about Smart and External suggestions in My Day, see here.


✏️ How to Edit, Remove, or Pin Tasks

Once tasks are added to My Day, you can modify them as needed. Any edits made to your tasks will sync to your personal lists or workspace/family boards. Removing a task from My Day will not remove it from your lists/boards.

📌 Pinning a task keeps it at the top of your My Day for better visibility.

📱 On Android & iOS

  • Tap a task to open its details

  • Edit title, notes, due date, or list

  • Tap ••• More to remove from My Day or pin/unpin the task

💻 On Web/Desktop

  • Click on a task to edit details or add notes

  • Right-click or use the context menu to Remove from My Day

  • Click the Pin icon to pin it to the top


✅ How to Complete Tasks (Personal vs. Board)

Completing tasks works slightly differently depending on whether you're working with personal tasks or board tasks.

📱 On Android & iOS

  • Tap the checkbox next to a task to complete it

  • For board tasks, tap into the task and then tap Mark as Done

💻 On Web/Desktop

  • Click the checkbox to complete a personal task

  • For board tasks, open the task and click Mark as Done

🧠 Completed tasks are removed from your active My Day screen.

Note: For an external task you will get an option to update the task on the native app.


🗂️ How to Update Board Task Statuses

Board tasks from Family or Workspace boards can be updated directly from My Day.

📱 On Android & iOS

  • Tap the board task

  • Use the fields to assign members, change section, adjust tags

  • Status updates reflect on the original board in real time

💻 On Web/Desktop

  • Click to open the task

  • Edit Assignee, Tags, Section, or Due Date

📌 You can use board task controls just like in the Boards view, without leaving My Day.


🚫 Managing External Task Statuses

External tasks (Trello, Asana, etc.) are read-only.

You can:

  • View the task name

  • See the source platform

But you cannot:

  • Edit

  • Complete

  • Reschedule

💡 If you want to mark them as done, do so from the original platform. To learn more about External Suggestions, see here.


⏳ How to Manage Overdue Tasks in My Day

If a task’s due date has passed and it hasn’t been completed, it won’t disappear - it will remain visible in My Day until you:

  • Complete it ✅

  • Remove it manually

Smart Suggestions will also recommend overdue tasks when building your new day.


▶️ Watch it in action

See how to manage task statused in My Day on our YouTube Channel:


🙋 FAQs

🔄 Will tasks in My Day also update in their original list or board?

Yes! Any changes made in My Day will sync everywhere else in your account.

🧠 Why are some tasks showing under "Today" but not in My Day?

My Day only shows tasks you’ve intentionally added—tasks marked "Today" in Calendar or All Tasks will not appear unless selected.

📌 What happens when I pin a task?

Pinned tasks stay at the top of your My Day screen until you unpin or complete them.

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