Today's Focus and Quick Actions

Today's Focus and Quick Actions help you start each day with clarity. See your priorities at a glance and take action with one click.

What you'll learn

• How Today's Focus is generated

• Using Quick Actions for efficiency

• Customizing your daily view

Today's Focus Panel

The Today's Focus panel appears on your dashboard and highlights:

Priority Tasks

AI-recommended actions based on:

• Upcoming deadlines - Milestones due soon

• Anomaly alerts - Issues needing attention

• Opportunities - Momentum to capitalize on

• Stalled activities - Areas that have gone quiet

Scheduled Events

Today's calendar items:

• Campaign events

• Canvass shifts

• Phone bank sessions

• Team meetings

Key Metrics

Numbers to know today:

• Shifts scheduled (and coverage)

• Fundraising pace vs. goal

• Days until next milestone

Morning Routine

Make checking Today's Focus part of your morning routine. It takes 30 seconds and ensures you start with the right priorities.

Quick Actions

Quick Action buttons let you accomplish common tasks instantly:

Communication Actions

• Send Email - Start a new email campaign

• Send SMS - Launch a text message

• Post Update - Share with your team

Data Actions

• Add Contact - Create a new contact

• Log Donation - Record a contribution

• Import Data - Upload a file

Field Actions

• Create Shift - Schedule canvass or phone bank

• Assign Turf - Give a volunteer their area

• Generate Walk List - Create door-knocking lists

Planning Actions

• Create Event - Schedule a campaign event

• Set Milestone - Add a goal or deadline

• View Briefing - Open your campaign briefing

Customizing Quick Actions

Access Settings

Click the gear icon in the Quick Actions panel header.

Choose Your Actions

Select up to 6 quick actions to display. Choose the ones you use most frequently.

Reorder Actions

Drag and drop to put your most-used actions first.

Today's Focus Customization

Adjust what appears in Today's Focus:

• Focus areas - Which categories to prioritize

• Threshold settings - How urgent items must be to appear

• Calendar integration - Which calendars to show

Don't Overcrowd

If Today's Focus has too many items, nothing feels urgent. Keep it to 3-5 priority items maximum.

Next Steps

• Your Dashboard Explained

• How to Track Campaign Milestones

• Managing Notifications