A simple daily workflow
Start with a plan.
Finish with a next step.
Your Daily OS gives client work a practical rhythm: choose a space, shape the plan, do the work, and review what happened.
SET UP
Give each kind of work
a clear home.
Create a workspace for your business or client. Keep your personal tasks in Personal OS. This makes the context easier to return to.
01
Choose your workspace.
Start in Business for your own work, or create a client workspace with a recognizable name.
02
Choose a delivery workflow.
Use client onboarding, content planning, website/SEO launch, email campaign or paid campaign as a starting point. Suggested dates are editable.
03
Write useful tasks.
Name the deliverable, set a realistic date, and add the next action. Record approval blockers before they become surprises.
DO THE WORK
Use the view that helps you act.
LIST & BOARD
See what is moving.
Use a list for scanning tasks. Use Board to move work through To do, In progress, In review, Blocked and Done.
CANVAS
Make the plan visible.
Arrange the audience, message and deliverables. Turn a note into a task when an idea is ready to become work.
FOCUS
Begin one session.
Choose a task that is ready, start a focus session, and complete or pause it with the next action recorded.
Try this daily review.
Five minutes of preparation can make the next working block easier to begin.
- Check deadlines and items waiting for approval.
- Choose one task that can move today.
- If it is blocked, write who or what you need.
- When you stop, leave a clear next action.
- At the end of the week, record results and adjust the plan.