Daily Planner

Article • 5/21/2026 • 3 min read

The Daily Planner is the default screen that appears when you log into CRM and displays the key information required for the user.

Keep track of activities using badges & dashboard panels
Click the data of the panels to know more information
Filter panel results
Review your schedule for the current day
Organize your To Do list containing open activities assigned to you
Perform Global Search along with entity specific searching
Create New entities, for example: Activity, based on your role based user group login
Alerts based on your role based user group login

The Daily Planner screen includes badges and panels which can added, hidden, or removed.

The following predefined badges and panels will be displayed by default irrespective of the user login. The further addition of badges or panels depends on role based user login.

My Past Due Activities (Badge)
My Open Activities Today (Badge)
My Activities Completed Today (Badge)
My Contacts (Badge)
Today’s Schedule (Dashboard List)
To Do’s (Dashboard List)

To Do’s List and Today’s Schedule

The To Do’s list displays all open activities assigned to you that should be completed, while Today’s Schedule list focus on the activities with a Start Date of Today.

Click New Activity in Today’s Schedule, or Click To Do List > Options ＞New Activity to create a new activity. You can Filter the data by selecting the appropriate activity under Action dropdown, or by using the Field Picker to filter by fields. You also have option to filter the data between specific period by entering Start Date From and Start Date To fields.

Managing Activities

Selection of any activity opens a Card with all the information related to the specific activity.
Use the Notes area to keep track of your work with any pertinent information.
In Attachments groupbox, click Add(+) icon to attach documents related to the activity. The attachment appears as an icon with the given filename. You can click the icon to open, delete, or send it as an email.
To close an activity, choose an option from the Result field, for example: Completed, Canceled and more. The Result code varies from action to action. This deletes the activity from the To Do’s list and Today’s schedule. The goal is to have an empty To Do list by the end of each day.

Activities with scheduled timeline, such as appointments, appearing in both To Do’s list and Calendar panels helps to track the completion time. If the Start Date/Time and End Date/Time are identical, the activity will only appear in your To Do’s list because the time the activity occurs is unimportant