Session 2 — Start on My Day

Goal: Orient yourself on today’s work.

1. Click My Day in the nav (or press g then d).
2. Read the Getting started checklist if it appears — leave it open; you’ll check items off in later sessions.
3. Scan the sections: who to call, overdue / due today tasks, appointments, inbox.
4. Click Refresh once so counts are current.

Tip: My Day is where you begin most mornings after the first week.

Next: Session 3 — Open a person