Tasks and Daily Planning

A few thoughtful follow-ups

See why waiting items, promises and quiet work may need another look.

Find your follow-ups

Open Follow-up insights from Account, the clock in a live workspace, or your daily briefing. Signals include overdue waiting items, overdue promises, other overdue work, approaching deadlines, waiting items without an expected date and quiet undated tasks. Each task appears once.

Scan the signals at a glance Example
Example signal summary: six tasks overall, with one task in each of the six overdue, due soon and quiet-work groups.
Each fictional task appears in one signal group. Select a signal to narrow the results. The counts cover the selected workspace or spaces, even when you are viewing one signal or result page. View full-size screenshot

Choose your window

Filter by workspace or signal, choose a timezone, and select a quiet age of 3, 7, 14 or 30 days. The deadline window covers today or the next 3 or 7 days including today. Choose Update insights to apply the filters. Summary counts cover the selected workspace; result pages hold up to fifty tasks and provide Next and Previous links.

Choose the window before reviewing Example
Follow-up filters set to all spaces, all signals, seven quiet days, a three-day deadline window and UTC, with an Update insights button.
Choose your workspace, signal, quiet age, deadline window and timezone, then select Update insights. These example filters change the results you see; they do not change your tasks or analysis settings. View full-size screenshot

Understand the evidence

Overdue means the recorded deadline is before today in your selected timezone. Waiting to revisit uses the newest matched task-email timestamp, even when edits preserve older source metadata. Quiet work uses the last recorded task update. These signals do not prove that a reply is missing or that work remains unfinished. Partial imports and new mail can change what is known. Review the source email before deciding whether to follow up.

Read the reason, then review the task Example
Example Waiting to revisit card for a revised design: no expected date, a latest matched task email at least seven days old, and a Review task link.
The explanation identifies the evidence and its limits: an older matched email does not prove a reply is missing. Review task opens this saved task in its workspace in a new tab; check the original conversation before following up. The task and contact shown are fictional. View full-size screenshot

Choose the next step

Review task opens the correct workspace and task, even beyond the dashboard’s loaded results. Complete, snooze, correct or dismiss it using the normal task controls. Currently snoozed, completed, dismissed, review-only and possibly completed work stays out of these signals. An expired snooze returns automatically on refresh.

Keep it private

This read-only page uses local task data. It does not fetch mail, call an analysis service, send reminders or use analysis credits. Filters do not change task data or quota settings. Follow-up insights use saved tasks without consuming the monthly analysis allowance. Personal includes 3,000 analyses/month; Pro includes 8,000 shared across two connections.

One thoughtful step at a time.Try it in the demo