Daily Planning: the basics

Watch the video below as Alex does a walkthrough of his actual daily planning flow on a normal workday.

For a more detailed, technical guide to daily planning, refer to this page: Daily Planning

Entering Daily Planning · 0:00

You can enter Daily Planning automatically at a certain time per your settings, or manually at any time via the left hand navigation panel.

What do you want to get done today? · 1:22

Use this stage to build out your to do list for the day.

• Import meetings, manually or automatically
• add tasks by clicking the "add task" button
• create tasks from any of your connected integrations or your weekly objectives
• import tasks from your backlog

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Planned times and channels

For an accurate and useful task list, make sure all your tasks are assigned to the appropriate channel, and have an estimated planned time. Use the AI channel and planned time settings to make this even easier.

What can wait? · 4:19

See that you're not planning too much work for today and overcommitting yourself. Refer to the "predicted workload" timeline and numbers on the left side to see that you can complete everything you have planned today, and still shutdown on time.

If necessary, defer tasks to future days by dragging them to the other columns.

Finalize your plan · 5:40

Timebox your tasks to the calendar if you'd like, and/or put your tasks in the order you plan to work on them.

Confirm and set your shutdown time, when Sunsama can prompt you to wrap up your work day.

Daily Plan · 6:37

Glance at and reflect on your plan for the day.

Feel free to edit the text of the list of your tasks, and click the "customize" button at the bottom to auto-generate that list in a certain way.

Jot down any obstacles you expect to face today.

Share your daily plan to Slack, Microsoft Teams, or copy and paste the text and send it to your colleagues/managers/accountability partners so they know what you're planning to do today, and what might stand in your way.

When you're ready to go, click "Get Started" to complete the daily planning flow.