My Day: your personal cockpit
2 min read · Updated Jul 18, 2026
My Day is the screen most people in Current open first. It's not another project view — it's a personal aggregation of everything assigned to you, pulled from every project you touch, and sorted by how soon it needs you.
What's on the page
- ＋A greeting card with a glance bar — a proportional strip plus clickable stat chips for overdue, due today, due this week, open tasks, tickets, and planned hours on deck.
- ＋An end-of-day wrap-up panel that compares hours logged to your target and flags any unsubmitted time drafts. It appears automatically in the afternoon or whenever you have drafts waiting.
- ＋An "on deck" card that names your single most urgent task or ticket, why it's next, and a one-click way to open it — with a preview of what's after it.
- ＋A Radar strip showing how many of your open items touch each project. Click a project chip to filter your whole queue to just that project.
- ＋The work queue itself: every assigned task and ticket, bucketed into Overdue, Today, This week, Next week, Later, and No date.
- ＋A rail with a nudge for missing time entries and your personal to-do list.
If a Project Manager or Tenant Admin has ScalePad Quoter or ConnectWise CPQ connected and quotes are waiting to convert, a won-quotes panel appears alongside the cockpit too — see "ScalePad Quoter: turn won quotes into projects and charges" or "ConnectWise CPQ: turn won quotes into projects and charges."
Filtering and sorting the queue
- 1Switch between All, Tasks, and TicketsTabs above the queue narrow it to one item type.
- 2Toggle Critical only or Hide laterCritical only shows just the items driving your urgency buckets; Hide later collapses the Later bucket out of view.
- 3Click a Radar project chipFilters the queue to that project only. Click it again to clear the filter.
- 4Expand a bucketEach bucket shows up to 8 rows by default with a Show all link, capped at 10.
Tip
Rearranging the page
The three main sections — the cockpit, Radar, and the work queue — can be dragged to reorder and resized by dragging the bottom edge. Your layout is remembered. A Reset layout button puts it back to default.
Note
Where the data comes from
My Day reads your assigned tasks and tickets across every project in the workspace — it doesn't require you to open each project separately. If your account is linked to your PSA (an Autotask resource or a ConnectWise member), your assigned PSA work is pulled in once each session so the queue reflects what's actually on your plate there too.
For the equivalent multi-project view built for managers rather than individual contributors, see the Portfolio page — My Day is the personal counterpart to it.
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