Workspace Navigation

Find your way around the left panel, the main views, dates, and the right panel on web and desktop.

Your workspace has three parts: the left panel for getting around, the main view in the center, and the right panel beside it.

Left hand panel

From top to bottom:

  • Sunsama opens the main menu: Settings, Integrations, Analytics, keyboard shortcuts, the help center, downloads, and switching workspaces or logging out.
  • Today (T) opens Today view: one day’s task list next to this week’s objectives.
  • This week (N) lists your weekly objectives and the tasks aligned with each.
  • Board (H) shows your daily task lists side by side.
  • Calendar (J) puts your calendar in the center, with your tasks in the right panel.
  • Focus (F) opens Focus mode on a single task.
  • Daily rituals:
    • Plan (P) starts daily planning.
    • Shutdown (O) starts your daily shutdown.
    • Highlights opens daily highlights. It only appears once there are highlights to read.
  • Weekly rituals:
  • Backlog (B) opens the full backlog. Your backlog folders are listed under it, and you can drop tasks onto it.
  • Invite someone, at the bottom, invites a teammate to your workspace.

A Start label appears next to a ritual when it’s time to do it, and a checkmark once it’s done.

Hide or show the panel with < or the « button. While it’s hidden, move your cursor to the left edge to slide it back in.

On narrower windows the panel shortens its labels and drops the backlog folders. On phone-sized browser windows, Today and This week aren’t available.

Views

Today, Board, and Calendar

  • Today shows a single day’s task list, with this week’s objectives to its left.
  • Board shows a column per day. You can add, schedule, and timebox tasks in any column.
  • Calendar shows your calendar in the center. Use the button at the top right to choose how many days it shows: One day, Three days, Weekdays, Week, or Month.

Default view

Choose where Sunsama opens under Settings > Account > General > Default view: Today (the default), Board, or Calendar. Finishing daily planning also takes you there.

Filter by channel

Click Filter at the top of the view, or press Shift F, to show only tasks in one of your channels or contexts. Click the X next to the channel to clear the filter.

Moving between dates

  • Click the ‹ and › arrows beside the date to go back or forward a day, week, or month, depending on the view.
  • Click the date to open the date picker, with a mini calendar and options to jump by day, week, or month.
  • Press Shift → or Shift ← to move a day at a time.
  • Click Back to today next to the date, or press Shift Space, to return to today. On This week, or when the calendar shows a week or month, it reads Back to this week or Back to this month.

Right hand panel

The right panel sits beside the main view. Use the icons on its right edge to open your calendar, your connected integrations, weekly objectives, a small view of your backlog, your archive, search, and trash. Click + to connect more integrations.

Hide or show the right panel with >.

Best practices