What it is
A changing daily workspace with morning planning, midday prompts, unfinished items, and an end-of-day recap.
Where to find it
My plan in the main navigation. The page heading reads Your plan.
What you can do
Choose which calendar items to track and which to ignore.
Select the day's to-dos.
Address yesterday's unfinished work.
Answer or snooze prompts.
Log a block of time.
Complete an end-of-day recap.
Example of calendar tracking
Example of to-do's
What your client sees
Clients never see your planning screen. They may see confirmed progress that you later add to their journey. Marking something journey related as complete will show as progress in the journey.
Use it as a habit, not a dashboard
My Plan works best as a daily rhythm: plan, work, confirm, and recap. It is not a static dashboard you check once.
Let Rae know when your day typically starts and when it typically ends, and Rae will track your progress throughout the day based on your to-dos and calendar events.
Accuracy and compliance
An AI prompt is not a completed activity. Review each suggestion and confirm the information is accurate before relying on it or sharing it.