How do I see what's due today?

Open Dashboard. The To do card lists what is Overdue first, then what is due Today.

Steps

  1. 1Open Dashboard in the sidebar or the tab bar.
  2. 2In the To do card, stay on Transaction tasks. You see three groups in order: Overdue, Today and No date.
  3. 3Tick a task to complete it. The card counts how many you have cleared today. Ticked one by mistake? Open Completed tasks on Tasks and press Undo.
  4. 4Press Tomorrow or Later at the bottom of the card to open the days after.
  5. 5Switch to Needs attention for deal items that are not tasks: missing commission rates, conditions due within three days, closings within a week with tasks still open, and clients with no update sent through Gable in 10 days or more.
Screenshot to come/morningmark the To do card with the Overdue, Today and No date groups

Note: you can also ask Ask Gable "What is due this week?".

The same list on Tasks

  • Open Tasks and choose Due today in the status filter, or the Today chip on a phone.
  • The line under the Tasks title gives the same counts as the Dashboard: how many are active, overdue and due today.

If that doesn't work

  • Nothing due today. but you expected tasks: most roadmap tasks start with no date, so they sit under No date until you or the roadmap give them one. See What the Dashboard and Tasks show.
  • On a team, the list looks short: check the Mine and Team switch. Mine only shows your own work.
  • The morning brief email does not match the Dashboard: the email is a snapshot from the morning, the Dashboard is live. See My daily briefing looks old.
  • Still stuck? Open Chat with Support, or email support@getgable.ca.

Still stuck? Email support@getgable.ca. A person reads every message and replies in writing.