Get the daily overview
Open Dashboard and click Daily overview at the top.
- Wait for the summary to finish.
- For a new overview, the matching chat channel opens.
- Read the notes under Waiting on you first, then your tasks and blockers.
- Switch to the relevant module to make changes, and note the organization named in the overview.
Understand the work lists
The overview factors in accessible data from several organizations. The three work lists each contain at most ten entries; they aren't complete task registers.
- Waiting on you
- Open tasks explicitly waiting on you, plus tasks where others mentioned you in comments within the last seven days. A mention doesn't automatically mean you haven't done anything about it yet.
- Your tasks
- Tasks assigned to you that aren't done, chosen by priority and then due date.
- Stuck
- Blocked projects, or projects with visible blocked tasks, and blocked tasks with no project. Paused projects aren't treated as stuck just because of their blocked tasks.
Place calendar and free time
Today in the calendar uses today's internal meetings from accessible meeting areas. Free time is calculated separately, based on your calendar connection: from the current time, within 9 AM to 6 PM, in blocks of at least 30 minutes. The calculation accounts for the time zone in use. It doesn't reserve any time and doesn't create an appointment.
Without a working calendar connection, the overview shows No calendar connected instead of assuming a free day. In that state, the current display also hides the meeting list. The appointments card on the dashboard can still show internal meetings regardless. External calendar entries can block free time without showing up by title in this internal meeting list.
Understand the AI share and data shared
For the short introduction, the AI service receives summarized figures: selected tasks, critical and overdue entries, waiting items, blockers, and, where relevant, appointments and free minutes. Task titles, colleagues' names, and comment text aren't sent for this introduction. The detailed lists, with their titles and organization labels, then appear in the chat message. Check the AI's framing against those lists.
Fetch it again if needed
You can use the button again later if your tasks have changed. A successful fetch creates another message; an older overview isn't continuously updated. The manual fetch doesn't send an additional push notification. It's independent of the automatic run's once-daily limit.
Check for missing results
Nothing to report right now means no message was created. Besides an empty data set, missing chat access across every organization can also cause this. If Overview couldn't be created appears, try again later. Unavailable AI budget or an AI service error alone doesn't prevent the lists: the app then uses an introduction made of fixed text blocks.
Find your personal channel again
The Your Daily Overview channel is created for you; managers aren't automatically added as members. For storage, the app uses an organization with chat access, preferring the active one. The content can still combine data from several organizations. The overview is currently written in German.
Common pitfalls
Not a complete calendar view
The internal meeting list and the calendar occupancy used for free time are different sources. For your actual day plan, also check your connected calendar.
Differences from the task card are possible
The dashboard card shows six tasks by due date. The daily overview picks up to ten by priority and due date. So the order and count can differ.
Frequently asked questions
Does the AI change tasks or book appointments?
No. Fetching it creates a chat message. You then edit tasks, status, and appointments yourself in the relevant modules.
Does the overview work without available AI budget?
Yes. The introduction then uses fixed text blocks. The lists are compiled from the data, provided chat access and reportable entries exist.
Is every number a total across all my tasks?
No. The work lists are capped at ten entries each, and the introduction uses that same selection too. Open the Tasks module for the full list.
Why do I end up in chat instead of a dashboard card?
The daily overview is saved as a message in the Your Daily Overview channel. That way, you can also read older summaries again later.