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Training: Daily reports
Generate and review daily PDF reports to stay on top of progress.
Updated 2026-02-13
Training module: Daily reports
Goal: review progress and plan next actions in under 5 minutes.
Steps
- Open
/reports. - Generate or open today’s report.
- Scan for:
- what’s newly in Reply/Waiting
- tasks due soon
- reminders that need action
- Click into any item that needs attention and take action.
Tips
- Use reports as part of your end-of-day or start-of-day routine.
- If sharing externally, confirm the content is appropriate for the audience.
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