# Manage tasks and your calendar

> Plan your week on the Hub. Add tasks with due dates, pin notes, move bid dates on the calendar, and let the agent keep the list current.

Source: https://automatedconstruction.io/tidy/docs/guides/manage-tasks-and-calendar
Section: How to use Tidy

## 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.)

> [!note]
> Tidy does not add tasks on its own. The only automatic part is the overdue notice, which shows in your Hub notifications with **Complete** and **Dismiss**.

## Related

- [Tasks and pinned notes](https://automatedconstruction.io/tidy/docs/features/tasks-and-notes)
- [My Hub](https://automatedconstruction.io/tidy/docs/features/hub)