Tutorials

How to Do Your Daily Planning

Life is lived in the day-to-day. 

The Daily Planner in Momentum helps you break your projects down into doable blocks and tasks that will move your project to done. It also helps you keep tabs on the miscellaneous tasks that pop up during any given day. 

How to Find Your Daily Planner

There are several ways to find your way to your Daily Planner.

Our favorite and the simplest route, the “Today” button at the top of the screen (desktop only). 

You can also use the planner icon at the top left of your screen and navigate to the exact date you have in mind for planning. 

Alternatively, you can click on a specific date from the Weekly view to go to the Daily Planner for that day. 

How to Start Planning Your Day

The good news is if you’ve already filled out your Weekly Planner you'll have more than half of the work done! 

You’ll notice when you go to the Daily Planner there’s already quite a bit of information from your Weekly Planner filled in.

Events, deadlines, and projects added to your Weekly planner will also show up when you shift to the Daily Planner view. 

This keeps you focused on what needs to get done today. When you enter the Daily Planner, you’ll find three prime spaces to get your day organized:

Today’s Summary: A reminder of not just what project chunks you committed to working on today but also what week-sized projects those chunks will move forward. 

Planner Area: This is where you’ll add in the specific tasks you need to do to keep those projects moving along.

Your Daily Dashboard: The dashboard lets you see today’s schedule at a glance — including any upcoming deadlines or appointments, as well as what times you do (or don’t) have space in your day for tasks. 

Plan to Change Your Plans

We know how it is. Plans change, deadlines shift, new projects pop up seemingly out of nowhere, all requiring readjustments to your priorities and your planner. 

Before adding more tasks, review what’s on deck and adjust your Weekly Planner accordingly.

  • Have any new events, deadlines, or projects popped up? Add them in.
  • Have any deadlines or events been shifted — pushed back or moved forward? Go ahead and adjust the dates as needed.
  • Have any events been canceled? Have projects been dropped? Delete and free up some much needed space! 

If you’re not ready to delete a project? Remember, you can always move a project to the Archive and bring it back at a later date if you need to! 

Otherwise, if everything looks good, you can hit ‘Confirm’. 

Tasks Move Your Projects Forward

Now that you have a clear view of what’s on tap for the day, start adding the tasks that will help you move your overall projects forward. 

Figuring out what action to take next basically involves looking at your priorities, ongoing projects and project chunks, to see what tasks will help get them done. 
Here’s a video summary of how to add tasks: 

You can add your tasks for today under “Today’s Tasks.”

  1. Name your task. For the daily planner, it’s generally useful to think of a task as something that will take you about 15 - 30 minutes. Remember to use a verb/noun construct to make it easy for you to know what needs to be done. Ex: Email Paul. Call Sally. Review strategy presentation. Print planner, etc. 
  1. Is it emergent? These are tasks you did not originally plan to do today, which may or may not be related to a project chunk. If your task popped up unexpectedly, check it off as emergent. Ex: an urgent request from your boss or a customer service question. 
  1. Does it support a project chunk? If a task supports a project chunk you planned to do today then be sure to include that when you’re adding the Task. Reminder, your project chunks were created when you did your Weekly planning

Tasks sometimes arise that are both emergent and supporting. Example: That unexpected request from your boss ties to a project you were working on that day.  

Or you may have tasks that are neither emergent nor supporting. Example: That pile of laundry that needs to be washed didn’t appear out of thin air and it might not tie to a project.

It’s just a task that needs to get done…today.

  1. Do you know when in your day you’ll see this through? If so, add a start and end time and Momentum will automatically add it to the schedule in the Planner view. 
  1. Like to color code? Color can help you quickly identify different aspects of your tasks. You don’t have to use the color options provided when adding tasks but if you’d like a little more color in your life here are a few ways you might get creative with it:
  1. Color code projects - know what tasks relate to what projects by using color
  2. Color code by function - use different colors to denote what tasks need a focus, admin, social or recovery block. 
  3. Color code any way you like - what’s your frog for the day? The fun task? Which is the ONE thing you need to get done?

Repeat this process for each task in your day. Remember you only have so many functioning hours in a day and unexpected tasks will pop up — so leave yourself space.

Your Day At A Glance

Now that you’ve entered your tasks, with some start and end times, you now have a clear view in “📆Today’s Schedule” what needs to be done when. As you complete your tasks you can check them off as done (oh, what a feeling!) 

Momentum Team

We're the team behind Momentum. And we're here to help get your most important projects from start to done.