Mark to-dos as done

When you've done something, tick it off. There are two ways to do it.

In the Today panel

  1. Go to Chat and open your chat with the AI. The Today panel is beside it.
  2. Click the tick box next to the item. It moves down to Done today.
  • Not going to get to it today? Click the small forward arrow to move it to tomorrow.
  • Ticked by mistake? Under Done today, untick it to bring it back.
  • Don't need it any more? Under Done today, click the ✕ to delete it.

Or just tell the AI

Type I've done the Patel quote or Tick off the call to Sam and the AI will mark it done for you.

On your phone

At the top of your chat with the AI is a Today button. Tap it to see and tick off your list full-screen.

Tip

The Today panel also shows leads that need attention and unread email, with shortcuts that ask the AI to help, such as Suggest a reply.