Skip to content
MantraWorx
Daily work brief

Daily work brief

Review a morning brief of work that needs attention. Use the underlying tasks, meetings and requests to decide your next step.

When to use it

A practical example for your team

Before a delivery review, a project lead checks upcoming commitments and requests at risk, then opens the relevant records to confirm what has changed.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how My Hub fits together

How daily work brief works

  1. 1

    Get oriented

    Use the daily brief as a starting point for the working day. It brings selected work signals into a readable overview instead of making you open each area first.

  2. 2

    Check the context

    Review the underlying work before changing a priority. A brief helps you find an item; its current record provides the detail needed for a decision.

  3. 3

    Choose what to do

    Follow through in the appropriate workflow, whether that means reviewing a request, preparing for a meeting or progressing an assigned task.

What to prepare for a walkthrough

Choose the responsibilities you want people to see first: assigned work, meeting preparation or pending requests.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make daily work brief work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.

Request a walkthrough