Contents

My Day Tasks

 

What is it?

Start fresh every day with the most relevant tasks for the current day. Any.do’s suggestions engine will keep you focused on the tasks that will make the most impact on your work. Combining both personal and workspace items, users can easily process and complete their action items, as well as update their shared board with the “Update status” feature.

Who has access?

How does it work?

  • Use the Suggestions Engine to add tasks to My Day.
  • Update tasks and chat activity in full editing mode.
  • Use the What’s next feature to update a task right after you swipe it and are done with your part.
  • At the end of the day your “My Day” list will refresh and empty.
  • Tasks that were pinned will stay in the My Day view until you unpin them.

How to add tasks to My Day

✔️ Web/ Windows/ Mac

Open My Day view from the left menu and add a task directly from the bottom quick add bar “Add task” Or

  1. Open the suggestion menu from the right side and
  2. Click on the task you would like to add.

Note: From the suggestion menu from the right side you can also search for a task on the top.

✔️ Android/ iOS

  1. Open My Day view from the home menu 
  2. Press on the bottom My Dayview.
  3. Add a task directly from the bottom quick add bar “Add Task” and press Enter to submit.

Or

  1. Open My Day view from the home menu 
  2. Press on the bottom My Dayview.
  3. Open the suggestion menu on the bottom right side.
  4. Press on the tasks you want to add. Note: You can also search for a task on the top.

Note: You can also add tasks directly for a board\ list view for instructions see the workspace tasks page here. 

How to remove a task from My Day

✔️ Web/ Windows/ Mac

  1. Press on the X next to the task OR
  2. Open a list task and click on “Remove from My Day” on the top right.
  3. Open a board task and click on the My Day icon the remove it.

✔️ Android/ iOS

  1. Swipe the task to the left and press this iconOR
  2. Open the task and tap on “Remove from My Day”.

Note: You can also remove tasks directly for a board\ list view by opening the task and pressing

How to pin/ un-pin a task

✔️ Web/ Windows/ Mac

  1. To pin: Hold your cursor on the right side of the task and press this icon
  2. To unpin: Press this icon

✔️ Android/ iOS

  1. To pin: Swipe the task to the left and press this icon
  2. To unpin: Swipe the task to the left and press this icon

Note: If the task already has a reminder set, you will need to delete it first in order to see all options.

How to edit or comment on a task

✔️ Web/ Mac/ Windows/ Android/ iOS

To Comment:

  1. Open a task.
  2. Open the activity.
  3. Comment.

To Edit:

  1. Open a task.
  2. Edit it.

Note: The updates will be saved on the list or board view as well. For more information see the Workspace Tasks page.

How to complete a task and use the update status functionality

✔️ Web/ Windows/ Mac

  1. Click on the checkbox next to the board task.
  2. From the right side click on Assignee/ Section/ Tags.
  3. Edit the task.

To un-swipe it press on the circle again.

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

✔️ Android/ iOS

  1. Swipe a board task, or tap on the checkbox.
  2. From the bottom pop up tap on Assignee/ Section/ Tags.
  3. Edit the task.

To un-swipe it:

  1. Tap on the circle again OR
  2. Swipe it to the left.

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

 

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