Daily Planning: the basics

Learn how to use Sunsama's guided daily planning flow to build a focused plan for your day.

Walkthrough

Entering daily planning

Access daily planning automatically per your settings or manually via the left navigation panel.

What do you want to get done today?

Build your to-do list by:

• Importing meetings (manually or automatically)
• Adding tasks via the “add task” button
• Creating tasks from connected integrations or weekly objectives
• Importing tasks from the backlog

What can wait?

Review the predicted workload timeline to avoid overcommitting. Defer tasks to future days by dragging them to other columns.

Finalize your plan

• Timebox tasks to your calendar if desired
• Order tasks by your planned work sequence
• Confirm and set your shutdown time

Daily plan

• Review and reflect on your plan
• Edit the task list text
• Click “customize” to auto-generate lists
• Note any anticipated obstacles
• Share your plan to Slack, Teams, or colleagues
• Click “Get Started” to complete the flow

For more detailed information, refer to the full Daily Planning guide.