Mastering Daily Task Lists in undrift 💥

Take command of your day and dominate your procurement deals with undrift’s Daily Task list! The Daily view on the Tasks Page is your go-to tool for staying on top of tasks due today and tackling overdue items that need immediate attention. Whether you’re tracking supplier follow-ups, aligning with stakeholders, or driving savings, mastering this feature ensures you stay ahead in your source-to-pay process. Let’s dive into how to make the most of it!

Getting Started with the Daily View

1. Access the Tasks Page: Navigate to the Tasks Page from your undrift dashboard.
2. Switch to Daily View: Click the “Daily” filter option to see all tasks due today, alongside any overdue tasks flagged for action.
3. Review Your List: The Daily view highlights tasks with due dates set for the current day  and overdue tasks in a distinct format, ensuring nothing slips through the cracks.

Key Features to Leverage

• Overdue Task Alerts: Spot overdue tasks instantly—perfect for catching missed supplier responses or stakeholder updates that impact your savings targets.
• Task Details: Click any task to view its Title, Description, Due Date, and assigned user (if applicable), giving you full context to act swiftly.
• Add to Calendar: Integrate today’s tasks with your Google or Outlook calendar by selecting “Add to Calendar” for seamless scheduling.
• Filter and Sort: Use the filter options to narrow down tasks by project, supplier, or keywords, focusing on what matters most today.

Step-by-Step Guide to Mastering Your Day

1. Prioritize Overdue Tasks:
   • Start with overdue items—check the list for tasks past their due date and address them first. For example, if a “Follow-Up with Supplier” task from yesterday is overdue, reach out immediately to keep negotiations on track.
   • Tip: Use the Description field to note why it’s overdue (e.g., “Awaiting supplier response”) for future reference.
2. Tackle Today’s Tasks:
   • Review tasks due today, like “Review Savings Report” or “Schedule Kickoff Meeting.” Sort by Due Date to handle time-sensitive items first.
   • Action: Complete or update the task status directly from the Daily view to maintain momentum.
3. Sync with Your Calendar:
   • For critical tasks (e.g., a negotiation deadline at 3:00 PM EDT), click “Add to Calendar” to ensure it appears on your schedule.
   • Benefit: Avoid missing key follow-ups, keeping your procurement pipeline moving.
4. Create Quick Follow-Ups:
   • If a task requires more time, use the “Create Task” button to schedule a follow-up (e.g., “Check Back Tomorrow” due 09/11/2025). Assign it to yourself or a team member.
   • Tip: Link it to the original task for context using the Description field.
5. Save Your Daily View:
   • After customizing filters (e.g., showing only “Negotiation” tasks), click “Save View” to load this setup every time you visit the Tasks Page.
   • Benefit: Streamlines your daily routine, saving time for strategic wins.

Best Practices for Daily Success

• Morning Check-In: Start each day at 9:00 AM EDT by reviewing the Daily view to plan your priorities.
• Set Realistic Due Dates: When creating tasks (e.g., via the Activity tab or Automations), assign due dates that align with your schedule to avoid overloading the Daily list.
• Automate Proactive Tasks: Use Automations to create daily tasks based on time conditions (e.g., “14 days before Target Contract Date”) to stay ahead of deadlines.
• Collaborate Effectively: For multi-user accounts, monitor tasks assigned to others in the Daily view and follow up if they’re overdue, ensuring team alignment.
• Track Savings Impact: Use the Description field to note how tasks contribute to savings (e.g., “Negotiated $500 discount”), tying daily efforts to undrift’s core value.

Advanced Tips

• Combine with Email Automation: Link a task due today to an automated email (e.g., “Send Negotiation Update”) using a template with merge fields like {{Supplier Name}} and {{Due Date}}.
• Visual Cues: Customize your Daily view with color-coded tags (if available) to highlight urgent tasks, such as overdue items in red.
• Weekly Preview: After mastering the Daily view, toggle to the Weekly filter to anticipate tomorrow’s tasks (e.g., 09/11/2025) and plan accordingly.