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
- 1Open Dashboard in the sidebar or the tab bar.
- 2In the To do card, stay on Transaction tasks. You see three groups in order: Overdue, Today and No date.
- 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.
- 4Press Tomorrow or Later at the bottom of the card to open the days after.
- 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.
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.
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Still stuck? Email support@getgable.ca. A person reads every message and replies in writing.