My Day

My Day is the answer to "what am I doing right now?" It's the first thing you see when you open Tasks, and it looks the same whether you own the company, run the office, sell the jobs or swing the hammer. One list. No hunting.

Crew open Tasks to get here too. Their home screen is a summary board that previews what's on today and hands off to this list — see Your daily work view.

What's on it

The day clock, up top. Tap Start my day and you're on the clock. Once the day's running you get a live timer, the site you're on, the task you're swinging at, a Take a break button for lunch, and End day for when you're actually done. Full details in Clocking in and out.

Overdue. Anything past its due date that isn't finished. It sits at the top in red because that's where your attention should go first.

Today. Work that's scheduled for today, anything you've already started, and any of your own tasks that never got a date. Tap a card to open it; use Start, End and Done on the card to move it along.

Quick wins. The small stuff that isn't worth a whole task but is worth five minutes — confirm a batch of AI product picks, name a go-to material, review something that got added automatically. Tap one to do it right there. Only the ones that apply to your role show up, and the section disappears entirely when you're clear.

Not today? Tap the ⋯ on any quick win and pick Snooze a week or Not for me. That's your call and yours only — it doesn't hide anything from anybody else on the team.

Quick wins only ever show you a handful. See all missions → opens your quest log, which is the full list and the place to manage it.

Up top you get four tiles — one per area, each showing how many missions are sitting in it, so you can see at a glance where the work has piled up. Tap a tile to narrow the list to that area, tap it again to go back to everything. An area with nothing in it stays on screen but goes dim and won't do anything when you tap it, so you're never filtering your way into a blank page. Beside them is your catalog health ring — the same number the dashboard shows, green when you're in good shape and amber or red when you're not.

Below that you can also filter by project or by name; snooze or wave off anything you don't want; and reopen anything you've hidden from the Snoozed and dismissed drawer at the bottom. There's a Recently finished drawer down there too, if you want to see what you've already knocked out.

Pipeline. Your open deals, as actual work. See Follow-ups you didn't have to write below.

My week. Your own running total — see Your week, at a glance below.

Done today. A collapsed count of what you've already knocked out. Tap the header to expand it — a good end-of-day gut check, and proof for anyone who asks what the day went to.

If there's genuinely nothing on the books, the list says so. Enjoy it.

Follow-ups you didn't have to write

Nobody sits down and adds "chase the Smiths about that proposal" to a list. It just nags at you until you either do it or lose the job. So BidCraft writes those down for you.

As a deal moves, a follow-up shows up in the Pipeline section of My Day:

Oldest first, because the deal that's been waiting longest is the one to call.

They check themselves off. Hit Send and the "review and send" card ticks over in front of you. The client opens the proposal and the nudge disappears on its own. Sign the job and the whole thing clears. You never mark these done by hand — and you never get chased about something you already did.

They clean up after themselves too. Shelve a project as Not Ready or Lost and its follow-up goes with it. If you'd already clocked time against the card it stays as a record with a note saying why it closed, rather than vanishing on you.

One per deal. A project only ever has one of these open at a time — the next move, not a pile of history. When the deal advances, the old card closes as the new one appears.

Who sees them. These go to whoever's working the deal. If that person's left the company the card shows up as up for grabs for owners, admins and sales to claim. Crew never see them.

Setup work shows up as real tasks

The bigger setup jobs — tuning your pricing with Biddy, building your first project template, reviewing your multipliers, filling out your catalog — are ordinary task cards, badged Setup. They come with a button that takes you straight to the thing. They show up here and in My tasks on your dashboard, which is the same list seen from two places, not two lists to keep straight. (My tasks on the dashboard only lists tasks someone created or assigned to you, so the long list of tasks BidCraft builds for a job stays here in My Day instead.)

The nice part: they check themselves off. Finish the pricing interview anywhere in the app and the task ticks over on its own the next time the list loads. Nothing to remember, nothing to mark done twice.

Your week, at a glance

Down near the bottom of the list, under everything you're working on, is My week — a short row of your own numbers:

• Tasks done — what you've checked off since Monday.
• Hours — what you've been on the clock for this week. Same number your timesheet shows, just smaller and always in front of you.

If your shop has the Craftsman's Guild switched on, two more show up:

• Work streak — how many days in a row you've put in. Take a day off and it holds; take two and it starts over. Hover it to see your best run.
• To the guild — the XP your work put on the shop's board this week.

The strip stays out of the way on a week you haven't started yet, and the first two are just work numbers — they're there whether or not anyone's turned the Guild on.

It's your row, not a scoreboard against your crewmates. Nobody else sees it.

Checking things off earns XP

Every task you finish puts a few points on your shop's board — whether you tapped Done, ended a task with Mark done, or the app closed out a follow-up for you when the deal moved. It counts once per task, so flipping one back to To do and finishing it again doesn't double up. Wait steps don't count, since nobody worked them.

There's a daily ceiling so a long list can't be farmed for points, and the Task Titan badge levels up at 10, 50, 250 and 1,000 tasks. All of this only shows up if your shop has the Guild turned on.

Up for grabs

Some tasks arrive without a name on them, tagged up for grabs for whoever's the right fit. If it's yours to take, the card shows an I'll take it button — one tap and it's assigned to you, off everyone else's list, and ready to clock into.

If someone beats you to it, you'll get told and the card clears itself out.

One project at a time

The moment you clock into a project, My Day narrows to that job's work so you're not scrolling past three other sites. Need the wider picture? Tap Show everything — and Just this project to snap back.

What each role sees

• Crew — the tasks assigned to you. Wait steps (waiting on the plumber, waiting on tile delivery) never show up; you can't do anything with them.
• Sales — same list, your own work. Tasks is now in your bottom bar and your sidebar.
• Owners and admins — your own assigned work, plus anything unassigned that's due today so you can hand it out. The full org-wide board is still one tap away.

Owners and admins: the other views

The pills next to the Tasks heading switch what fills the page:

• Board — every task across every project, with the right-hand rail of org-wide totals and today's stops. This is what Tasks opens on for owners and admins.
• My Day — your own daily list. One tap away, or go straight there with /tasks#myday.
• SOPs — your standard procedures.
• Insights — estimated vs. actual hours across your templates.

+ New task stays in the top right on every one of them.

The whole week

The My week strip is the short version. For the full picture, open Time & Team (sales and crew see it as Time): your week as bars by job, each job's hours against the days you bid it, and, for crew, submitting the week. See Your time, and submitting your week.