What you see on the Home screen and how to use it
Home is the first section of the menu and, normally, the screen you land on when you sign in. Its motto says it all: "Today, at a glance". It only shows your own stuff, even if you left another scope selected in Tasks.
It appears when your account has the Tasks or Agenda section turned on, and each block only shows if its section is available to you.
The blocks
- Kairos summary — if your account has it switched on, a card above everything else with what deserves attention today (pending emails, overdue tasks and tomorrow). It has its own article: «Kairos daily summary on Home».
- Today's agenda — the events you still have ahead of you today. The "+" button creates a New event without leaving the screen, and the calendar button opens the Agenda straight on My calendar. It only appears if you have Agenda.
- New emails — your latest five unread emails, with a counter showing the total. Click See more → or Go to Inbox for the rest. It only appears if Inbox is properly set up in your account and you've connected at least one email account. Only emails show up here, not WhatsApp, Instagram or LinkedIn messages.
- Today's pending tasks — the tasks dated today, grouped by status. If today has a theme from your themed days, the group for the "today" status is split by theme, with its hours, and you can drag a task from one theme to another (while dragging, today's themes with no tasks also appear, right below the "In progress" group). Each theme, with or without tasks, has its own "+" to create a task with that theme already chosen; changing the theme, by dragging or from the task, rearranges the list instantly. Each group (except "No status" and "In progress") has its own "+" to create a task directly in that status, the list button takes you to Tasks › My tasks › Pending and the calendar button to Tasks › My tasks › Calendar.
- Completed today — the tasks dated today that you've already finished.
If you are a Supervisor, you also see what your direct reports completed today, grouped by person: you first, then the rest of the team in alphabetical order. You can open any of them, but only drag your own.
- Dashboard — the Dashboard button in the Home header (next to Reload) takes you to the Dashboard section, which sits right after Home in the menu and holds a sepia-toned block with tabs (they are no longer at the bottom of Home). Team workload (active by default; only for Owners, people with Technical administration permissions and Supervisors) is the workload panel explained in its own article. My hours today (only if your account uses time tracking) lists all your time entries that started today, in order of start time, with the start and end time, the description, the task, the project (if the task is linked to one) and the company (if the project has one), the "Unrecorded" gaps between one entry and the next, and the total at the end; an entry whose timer is still running shows as "running" and counts up to the current time. The gear on each row opens the task on its "Time" tab. Below it, My hours this week summarises your worked hours for the week, day by day (with capacity if configured), with arrows to move from week to week and "Today" to come back; clicking the hours of any day other than today opens a modal with those entries (today's are already on the same tab). It is calculated when you open the tab; if you don't have "Team workload", "My hours today" is the only tab and loads when you enter Dashboard. Supervisors also get, next to the tabs, a Team tasks button that takes you straight to Tasks with the "My team" scope already selected.
- Close the day — the Close the day button (next to Dashboard; only if your account uses time tracking, for any role) opens a window with today's hours, the same information as My hours today, and the Validate day button to give your approval. Before validating you can add any missing tasks and time. It is explained in the article “Closing the day and validating your hours”.
Tasks on Home work just like in the Tasks section: you can open them to see their detail, complete them or, if your account has it, start the timer.
You can also drag an overdue task to "In progress", to "Today's pending tasks" (or straight onto one of its themes) or to "Completed today". When dropped it changes status and, since those statuses are tied to today, it gets today's date; completing it keeps its date.
Refreshing the screen
Home doesn't refresh continuously: it loads when you enter. If you've changed something elsewhere, click the Reload button in the header.
Common problems
- I can't see the emails block. Check that you've connected your email account in Settings → Integrations.
- A task isn't in "Today's pending tasks". Only your own uncompleted tasks dated today appear. A task with no date or another date will show up in the Tasks section, not here.