Daily Planning

Create a calm, focused, and achievable plan for your workday with guided daily planning.

Guided daily planning is designed to help you create a calm, focused, and achievable plan for your upcoming workday.

Walkthrough

Video chapters

1:01 Entering Daily Planning 1:30 Reflecting on the past day 3:02 Add tasks to your day 6:18 Predicted workload 10:05 Finalize your plan 11:45 Share your plan

How to use

Entering daily planning

You can start daily planning in two ways:

Manually — Press P or click Daily Planning in the left navigation menu.
Automatically — Go to Settings > Rituals and set a time for “When do you plan your day.” Sunsama will prompt you at that time.

The planning flow

Reflect on yesterday
If you didn’t complete the Daily Shutdown yesterday, you’ll first review yesterday’s tasks. Mark incomplete items as done or edit past work before moving on.
Add tasks to your day
This stage guides you to build your task list. Sunsama may prompt you to import calendar events as tasks. You can also add tasks from:
- Integrated tools (Jira, Asana, Trello, etc.)
- Your backlog
- Weekly objectives
- Or create new Sunsama tasks directly
Check your predicted workload
Sunsama sums up the planned times for all your work-related tasks and compares them against your workload threshold (configured in settings). If you’re over, a warning appears.
A timeline shows your estimated completion time versus your preferred shutdown time. You can defer overcommitted tasks to future days (press D) or move them to the backlog (press Z).

⚠️ Warning

For accurate workload predictions, make sure you’ve imported your meetings as tasks and set planned times on most of your tasks.

💡 Tip

New users should aim significantly lower than their total available work hours. For example, if you work 9 AM to 5 PM with a lunch break, try targeting around 5.5 hours of planned work.
Finalize your plan
Arrange tasks in the order you want to work on them. Optionally timebox them to your calendar to block out specific time slots. You can also adjust your shutdown time and create a calendar event for it.

ℹ️ Note

You can configure which calendar receives your timeboxed tasks, set privacy levels, and control availability (free/busy) in your calendar settings.
Share your plan
Review your day’s plan, note any potential obstacles, and customize how tasks display. You can post your plan to Slack or Microsoft Teams, then click Get Started to begin your day.

Evening daily planning

Best practices

Plan early — Set automatic planning for early morning so you start each day with intention.
Plan by context — Run daily planning multiple times using channel filtering (Shift F) to plan work and personal tasks separately.
Plan ahead — Use the date picker to plan future days when you know what’s coming.
Run it again — You can re-enter daily planning at any point during the day if your priorities shift. Press P to jump back in.