Today
Today is your daily work hub. It greets you, shows how much of today's work is done, and gives you four views: Unread Msgs, Task List, Queued Msgs, and Calendar. The same Search, Import, and Add Prospect controls as Pipeline and Conversations sit in the header.
Path: main nav → Today
This page used to be called Dashboard. Old /dashboard links still open Today.
The Today badge
The number on Today in the main nav adds up three things that are waiting on you:
- Tasks assigned to you that are due today or overdue
- Messages queued for you to send
- Meetings you own that still need a review
Today's progress
Under the greeting, a progress bar shows the percent of today's work you've finished. It counts messages sent, calls made, tasks completed, and meetings reviewed, compared with what's still open. When nothing is left, it reads All caught up for today and turns gold.
Deleting a task or canceling a queued message removes it from the count. It doesn't count as done.
The four views
Click a card to switch views. Each card shows a count for you.
| Card | Count | What the view lists |
|---|---|---|
| Unread Msgs | msgs for you | Conversations with unread messages |
| Task List | due for you | Open tasks |
| Queued Msgs | queued for you | Texts and emails waiting to be sent, from HiringCenter AI drafts or device handoff |
| Calendar | reviews for you | Meetings to review, plus a week and month calendar |
Yours first, then everyone else
The Unread, Task, and Queued views are split into two tables:
- Your due tasks, Your unread messages, or Your queued messages: work that is yours. Your own due tasks always stay here, even when filters are on.
- Other tasks, Other unread messages, or Other queued messages: the rest of what you can see. The filters apply to this table.
When your table is empty, you see You're all caught up.
Managers and Users see their own work. Their second task table is Your upcoming tasks (tasks assigned to them that aren't due yet), and they don't get the other queued or unread tables. Admins and Owners see the whole team.
Filters
Above the second table, Showing info for prospects in lets you narrow by:
- Stage: one or more stages
- Pipeline: All Pipelines or one pipeline
- User: one or more teammates (admins and owners only)
Click Clear filters to reset. Filters are remembered for each account.
Task List
Columns: Due Date, Prospect, Stage, Task, Assigned To (User), Actions.
- ✓ (Mark as completed) completes the task.
- The trash icon deletes it after you confirm.
- Click the row to open the prospect.
- Some tasks have action buttons under the text, such as Prepare text or Review meeting. See Tasks.
Sort by Due Date or Task by clicking the column header.
Due chips:
- Red: Today or N Days Overdue
- Yellow: Tomorrow
- Gray: a future date
The complete, delete, and action buttons show only on tasks you're allowed to manage: tasks you created or are assigned to, tasks on prospects you own, and every task if you're the account owner. Admins can also manage HiringCenter AI tasks.
Suggest Tasks
Suggest Tasks (above your due tasks) asks HiringCenter AI to look at the prospects you own and suggest up to five follow-up tasks. They can come from any pipeline.
- Click Suggest Tasks, then confirm.
- Check the suggestions you want.
- Click Add selected tasks. Nothing is created until you do.
View-only users can't suggest tasks.
Unread Msgs
Columns: When, Prospect, Stage, Message (preview), Unread for.
Click a row to open that prospect with the conversation. Messages from someone who isn't a prospect yet (an unverified conversation) open in Conversations instead.
Queued Msgs
Columns: Queued, Prospect, Stage, Queued Message, Queued For, Queued by.
Queued by is HiringCenter AI for AI drafts waiting for your review, or the teammate who queued it. Click a row to open the prospect and review, edit, or send the message. See Device Handoff for queued handoff texts.
Calendar
The Calendar view has three modes: Today, Week, and Month.
Today: meetings to review
Today lists meetings you own or co-own that still need a review, today first and then earlier days (up to 90 days back). A line marks the current time.
Each row shows its state:
- Upcoming or In progress: click Open to view the meeting.
- Needs review: the meeting has ended. Click Review to open the prospect with the review form ready.
When nothing needs a review, you see You're all caught up and a View this week button. See Meetings.
Week and Month
Tasks and meetings appear together on a calendar. Use the user picker to show other teammates, and the legend to show or hide connected Google or Microsoft calendars. Click an item to see its details or open the prospect.
Common questions
Why is a task chip red? It's due today or overdue.
Why doesn't a task I'm assigned show under my due tasks? Only tasks due by the end of today go there. Future tasks are in the second table.
Where are upcoming meetings? Calendar → Week or Month, or the prospect's Activity timeline.
Why can't I see my teammates' tasks? Managers and users see their own work on Today. Ask an admin or owner.