Daily Tasks

Daily tasks are the building blocks of goal achievement. Every big goal breaks down into small daily actions. Mastering your daily tasks means making consistent progress.

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Your Task Dashboard

Access your tasks at Goal Planning > Daily Tasks or through your Daily Pulse.

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Dashboard View

Your task dashboard shows:

• Today’s Tasks - What you need to accomplish today
• Overdue - Tasks from previous days not yet completed
• Upcoming - Tasks scheduled for future days
• Completed Today - What you’ve already done

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Task List

Each task displays:

• Task name
• Related goal (if any)
• Due date
• Priority level
• Quick complete checkbox

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Creating Tasks

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Quick Add

Add a task quickly:

1. Click the + Add Task button
2. Type your task
3. Press Enter

The task is added to today’s list.

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Detailed Task

For more control:

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From Goals

Create tasks directly from goals:

1. Open a goal
2. Click Add Task
3. The task is automatically linked to the goal

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Daily Task Types

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Goal-Related Tasks

Tasks that directly support your goals:

• Make 5 prospecting calls (supports activity goal)
• Send follow-up emails to showings (supports conversion)
• Create social media post (supports marketing goal)

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Routine Tasks

Recurring tasks that keep your business running:

• Check email and respond
• Review CRM for follow-ups
• Check Daily Pulse
• Update pipeline status

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One-Time Tasks

Specific items for today:

• Call John about listing appointment
• Send CMA to Sarah
• Prepare for 3pm showing

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Recurring Tasks

Set tasks to repeat automatically:

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Creating a Recurring Task

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Managing Recurring Tasks

When you complete a recurring task:

• Today’s instance is marked complete
• Tomorrow’s (or next scheduled) instance appears automatically

To stop a recurring task:

1. Open the task
2. Click Stop Recurring
3. Choose to delete future instances or keep them

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Task Priority

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Priority Levels

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Setting Priority

When creating or editing a task:

1. Click the priority indicator
2. Select High, Medium, or Low
3. Save

High priority tasks appear at the top of your list.

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Completing Tasks

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Mark Complete

To complete a task:

• Click the checkbox next to the task, or
• Open the task and click Complete

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Quick Actions

Right-click (or long-press on mobile) for quick actions:

• Complete
• Reschedule
• Delete
• Edit

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Incomplete Tasks

Tasks not completed by end of day:

• Automatically move to the next day
• Marked as overdue
• Show in the Overdue section

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Daily Pulse Integration

Your Daily Pulse features your tasks prominently:

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Morning View

• Today’s tasks organized by priority
• Overdue items highlighted
• Goal progress update

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Throughout the Day

• Quick access to add tasks
• Easy completion from anywhere
• Running count of completed vs. remaining

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Evening Review

• Summary of what you accomplished
• Option to reschedule incomplete items
• Tomorrow preview

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Best Practices

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Productivity Tips

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Time Blocking

Assign tasks to specific times:

1. Open a task
2. Set a specific time (not just date)
3. The task appears on your calendar view

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Batching

Group similar tasks together:

• All calls during call block (9-10am)
• All emails during email block (2-3pm)
• All content creation during creative block (4-5pm)

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The 2-Minute Rule

If a task takes less than 2 minutes:

• Do it immediately
• Don’t add it to your list

This prevents small tasks from cluttering your system.

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Troubleshooting