Start your day with Today
See your meetings, mail that needs a reply, tasks, mentions, learning and invoices on one page, with an assistant summary on top.
Today is the page to open first. It pulls the things that need you from across the workspace into one view, so you can decide what to do before you open each app. The mobile app has the same thing as its first tab.
The top of the page
- A greeting for the time of day and a headline for your day.
- Four tiles with counts: Meetings today, Needs reply, Tasks due and Mentions. Click a tile to open that app.
- A highlighted summary box. It is labelled Assistant when the assistant wrote it, or Needs you when it was worked out without the assistant, for example after your workspace used up its monthly AI allowance. The box lists the few things most worth your attention.
Use the refresh button to reload.
The sections
- Calendar: today's events with their times, and a Join button on events that have a video link. Past events fade.
- Mail: counts of conversations that need a reply, are waiting on others and are promised. It lists mail you promised for today and the conversations waiting on you. See Triage mail with smart views.
- Tasks: cards Overdue, Due today, Assigned to you, and Cards you follow that changed.
- Chat mentions: unread mentions, with who wrote them and where.
- Learning due: courses due this week, with progress.
- Invoices: overdue invoices and what was Paid today, if you work with invoicing.
- Docs others changed: documents someone else edited recently.
Each section has an Open link to its app, and each shows a friendly empty line such as Nothing waiting on you when there is nothing to do. If one section cannot load, the rest still show.
Getting started checklist
While your workspace is new, you may see Get to know PGB Business, a short checklist with a percentage: send yourself an email, create and share a doc, schedule a meeting with a Meet link, upload a file, post in chat, try the assistant, set up your signature, and connect your phone. Steps tick themselves as you do them. Hide the checklist with the x.
Check-in
If your workspace uses attendance, a check-in tile can also appear on Today. See Check in and out.
Tips
- Spend two minutes on Today before mail. Clear Needs reply first.
- If you see "This is taking longer than usual", refresh in a moment.
- If the page shows an error, the quick shortcuts for Calendar, Mail, Tasks and Chat still work.
More guides in General
Turn email into a table with Collections
Create a collection from a template or your own fields, choose which mail it reads, and let new messages become rows.
Review collection rows and add automations
Approve or reject uncertain rows, then notify people, create tasks or call a webhook when rows arrive.