What is 'My Day'?
'My Day' is your personal command center in Trovve. It helps you manage your daily tasks, keep track of meetings, and stay organized - all in one place.
Setting Up Your Sections
Create Custom Sections
- Click the arrow next to 'Add Task' on your toolbar
- Select 'Create Section'
- Choose a name or use 'Get Ideas' for suggestions
Organize Your Sections
- Move sections: Drag using the dots (⋮) on the left
- Edit or delete: Click three dots (⋯) on the right
- Note: The "Today's Focus" section is fixed and can't be changed
Managing Your Tasks
Add New Tasks
- Click 'Add Task'
- Fill in:
- Task name
- Start/end dates
- Which section it belongs in
- Optional: Link to projects, files, or contacts
Organize Tasks
- Move tasks: Drag using dots next to the circle button
- Sort automatically: Use 'Sort By' for different options:
- Start date
- End date
- Alphabetical order
- Priority level
Tracking Your Meetings
Use the Event Widget
- Find it: Top right of your screen
- Shows: Your next meeting + number of other meetings
- Quick actions: Click meeting name to view or edit
- See more: Click '+x' to expand meeting list
Handling Task Status
Completed Tasks
- Finished tasks move to 'Completed' at bottom
- Clears automatically each day
Reassigned Tasks
- Show up above 'Completed' section
- Want it back? Click three dots (⋯) → 'Add to My Day'
Extra Features
Check Your Work History
- Click 'Work History' in toolbar
- See: Last 30 days of task activity
Task Actions
- View details: Click the task
- Postpone: Click three dots (⋯) → 'Do Later'
- Other options:
- Copy task
- Mark as important
- Delete
Multitasking Tips
- Open multiple items at once
- View tasks, contacts, or projects side by side
- Click items in main menu to open them together
Pro Tips
- Review and update your tasks daily
- Use sections to group similar tasks
- Check your Work History to track productivity
- Keep your most important tasks in "Today's Focus"