Your Notebook: My day, tasks, to-dos and notes

Notebook in the left menu is your private workspace. What you keep there belongs to the firm, but while you work, only you see it.

• My day (click Notebook) shows what's due this week, your open to-dos, your latest notes and unread Inbox items.
• Project Tasks: every schedule task and RAIDD item where you're the Responsible person, grouped by when it's due. Tick one off here and it's done in the schedule too.
• To Do List: your own to-dos. Type one at the bottom and press Enter. Right-click a project task → Add to To Do List to put it here too.
• Notes: quick notes in categories you make. Ctrl+Enter saves.
• Library: your own files and links, and an AI assistant across everything you work on. Add to project… copies a file into a project.
• Columns ▾ on Project Tasks and the To Do List picks which columns show.