Overview

Use the Daily Digest to keep track of your daily work and upcoming calendar events, phone messages and tasks. 

TABLE OF CONTENTS

• Overview
  • Dashboard navigation
  • Matters navigation
  • Daily email
  • Printed record

Dashboard navigation

In the Dashboard section, the Daily Digest shows the events coming up, tasks due (or overdue, in red) and the phone messages received.

Use the arrows option to change the day, or select another employee to see other daily work (1).

New events, tasks and phone messages can be easily created by clicking on the relevant + icon (2).

Matters navigation

In the Matters section, the Daily Digest is available on the right-hand side and provides all of the above features (1, 2).

It also includes a record of the work performed to date, as recorded by Activity Intelligence (3). 

Should it not be required, the Daily Digest can be collapsed (4).  Also, each individual part can be collapsed via the down arrow to the left of same.

Daily email

An email record with details of the day's events, tasks and phone calls, together with any outstanding items, can be automatically received every morning.

To activate this feature:

1. Click on the File button on the top left-hand side, selecting EvolveGo Settings.

2. Tick the option under the Outlook and Notifications tab, saving same.

Printed record

The Daily Digest can be printed from either navigation section for record-keeping purposes.

Dashboard:

Matters: