Add your meetings to your daily check list
When you plan your day in Sunsama, you'll be given the opportunity to pull meetings and events from your calendar into your task list for the day.
The task list you build each day will be your source of truth and guide for the day. Once you plan and order your list, you'll just work your way down the list.
Importing events into your task list gives you a clear view of your daily workload, adds time spent in meetings to your daily stats, and gives you the satisfaction of checking off meetings as work.
How to use
Importing events during planning
During the first step of daily planning you'll see a prompt to "fill in calendar events" in the left hand panel:
If you click the green button, you'll automatically import Sunsama's suggested list of events into your task list.
If you click "pick events" you'll be able to select the events you want to import.
Once you are ready, click the green button to add the events to your task list. As soon you click the button, Sunsama will also auto-sort your task list based on the start times of the items you just imported.
Customizing import rules
Since you will see the prompt to fill in meeting each day, it's worth taking a time to configure defaults that fit your workflow. Going forward, you'll be able to just hit "Add X events" and quickly move on.
When you customize the import suggestions, you can control which types of events are suggested as well as which calendars Sunsama will suggest from.
Customize which events are suggested for importing
Include events without other attendees - If toggled on, events with no other attendees will be added to the default suggestions. Turn this on if your calendar has lot of events that are actually tasks you want to do.
- Include non-blocking events: - If toggled on, events that are marked as "transparent" or "non-blocking" will be added to the default suggestions.
- Include events with "OOO" or "HOLD" in the title: If toggled on, events with the text "OOO" or "HOLD" will be added to the default suggestion. For most people, you'll want to keep this turned off.
- Include events where attendance is not confirmed: If toggled on, events where you've yet to confirm your attendance will be added to the default suggestions. If you get included in a lot meeting invites that you don't actually attend, you'll probably want to keep this toggled off.
Restrict suggestions to certain calendars
In this section, you can pick and choose which calendars Sunsama will pull from for your default suggestion list.
If you are the kind of person who keeps a lot of calendars in view for reference e.g. events, birthdays, colleagues, or significant others, you'll want to use this setting to make sure the default suggestion list only includes events that are relevant to you.
If you do not select any calendars, Sunsama will default to suggesting events based on whatever calendars are currently in view. In daily planning you can edit the calendars in view with the "..." menu at the top of the calendar view.
Removing an imported event
If you want to remove an event from your task list, you can right click on the task and click "Remove from tasks". This will remove that task/event from your task list but not delete it from the underlying calendar.
Importing a single event
If you want to add a specific event to your task list, you can hover over the calendar event and click "Add to tasks" or open the event page and click "Add to tasks" from the header.
By default, events and meetings that are imported into your task list are completed automatically when the end time of the calendar event passes unless you are actively running a timer on that event.
If the events on your calendar often run longer then scheduled, the start and end times of events aren't rigid for you, or you just want the satisfaction of checking things off yourself then you change your auto-completion setting from your account settings.
There are three options:
- Always: This is the default option, all items will be auto-completed when the end time for the event passes.
- Never: This turns off auto-completion entirely.
- Only if the event has invitees: If an event has invitees, it will get completed when the end time passes. If an event has no other invitees (e.g. a task or reminder for yourself) it won't get checked off unless you manually check it off.
The last option, "Only if the event has invitees", is a good choice if your calendar events without other attendees are really just tasks and reminders for yourself.
- Importing your events and meetings is one of the most crucial steps in daily planning. When you do this, you'll see your workload counter take meetings into account and your daily stats will then include the time you spent in meetings.
- If your calendar has a lot of events that are actually tasks and not meetings with other people, you'll want to carefully review your auto-import configuration and your auto-complete setting.
Why can't I add all calendar events by default?
We find that for the vast majority of customers, the items on their calendar aren't always things they'll actually do that day; there's often several placeholder and/or tentative events. In order to help you be intentional with the items that get added to your short list each day, we have you pick the events that get imported.
Updated about 1 month ago