Planning Your Day with My Day
Start every morning with one list — who is waiting on WhatsApp, which follow-ups are due, and what you handed to the team.
How to do it
Click My Day in the left menu. The Today tab is already in order: customers waiting for a reply on WhatsApp first, then chats about to pass the 24-hour limit, then follow-ups that are overdue or due today. Work down from the top.
Chats assigned to you show a countdown of the free 24-hour reply window — "window closes in 2 hrs". Answer inside it and no template is needed. Tap the row to open the conversation.
Type in Quick Add — "Send quote to Ramesh" — and tap Today or Tomorrow. Press More options to attach it to a customer or a deal, or to give it to a teammate. Every task carries a reminder; you cannot make one nobody is told about.
Later holds the rest of the week and tasks with no date yet. Given to team appears once you have handed work to someone else and shows whether it is done. Each row is marked Enquiry, Sale or Inbox so you know where it came from before you tap.
Tick a task to complete it — it stays on screen for a few seconds so you can undo. Anything you miss rolls forward and shows "2 days late" until someone acts. "Today" follows your business timezone (Settings → Workspace → General), not the laptop clock.