Manage tasks and your calendar

#Plan the week

1. Open My Hub. My Opportunities opens on the calendar's Week view.
2. Use the Due Date tab to see what is due. Switch to Follow-up to see who to chase.
3. Drag a bid's chip to another day to move its due or follow-up date.

#Add tasks

1. In My Tasks, click Add Task, type the title and press Enter.
2. Set a Due date. It appears on the calendar too.
3. Open the task menu and choose Link to Opportunity to tie it to a bid.
4. Click the chevron to write a note, such as a checklist or call notes.

#Keep a checklist in view

Choose Pin Note on a task. The note floats over every page, so you can tick items off while you work in a workspace or a budget. You can pin up to 6.

#Let the agent keep the list

The agent manages tasks when you ask. Some prompts that work well:

• "Make tasks from this email thread, linked to this bid, due before the bid date."
• "What tasks do I have overdue? Move the ones about the hospital bid to Friday."
• "Write the open RFI questions for this bid into the note on my 'Questions' task."
• "Every Monday, list my tasks due this week." (Use a scheduled run in your own connected agent.)

#Related

• Tasks and pinned notes
• My Hub