> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Daily overview

> See today's meetings, tasks due, important emails, and nudges — all in one view.

The daily overview is the default tab on your [Home](/dashboard/home) page. It shows everything you need to stay on top of your day: upcoming meetings, tasks that need attention, inbound emails from clients and prospects, and nudges that suggest timely outreach.

## Today's meetings

The **Today's meetings** card lists every [meeting](/activity/meetings/overview) scheduled for today, showing the time, title, and attendees for each one.

Use the **My meetings** / **All meetings** toggle in the top-right corner to switch between meetings you're hosting and all meetings. **My meetings** is selected by default.

* Meetings happening right now are highlighted in blue.
* Past meetings appear dimmed.
* Click any meeting to open its detail page.
* Click the **View all meetings** icon in the top-right corner to open the full [meetings](/activity/meetings/overview) page.

## Your tasks

The **Your tasks** card shows [tasks](/activity/tasks/overview) assigned to you that are due today or overdue. Each task displays its title, due date, priority, and the linked household.

You can complete a task directly from this card by checking the checkbox next to it.

### Sort options

Use the dropdown in the top-right corner of the card to change the sort order:

* **Due today** — tasks due today first, then overdue (default)
* **Most overdue** — tasks furthest past their due date first
* **Highest priority** — highest-priority tasks first
* **Lowest priority** — lowest-priority tasks first

Your sort preference is saved and persists between visits.

## Important emails

The **Important emails** card surfaces recent inbound emails from your clients and prospects so you can respond quickly.

Filter emails by sender type using the buttons at the top of the card:

* **All** — every inbound email (default)
* **Client** — emails from [clients](/records/clients/overview) only
* **Prospect** — emails from [prospects](/records/prospects) only
* **Other** — emails from senders who aren't clients or prospects

Only emails from the last four days appear here. Dismissed emails are hidden.

<Note>
  Important emails is only available when viewing a single book. In all-books mode, this card is hidden.
</Note>

## Nudges

Nudges are timely suggestions to reach out to a client or prospect based on events Slant detects automatically. The **Nudges** card shows nudges for today's date.

### Types of nudges

* **Client birthday** — a client's birthday is coming up in the next few days. The nudge header shows the birthday's date (month and day, like "Jan 15") along with a timing label — **Today**, **Tomorrow**, **Yesterday**, or how many days ago it was — so you can spot missed birthdays at a glance. Birthdays more than a day in the future show just the date.
* **Job change detected** — a client started a new job, or **Promotion detected** if they were promoted
* **Family member new job** — a client's family member started a new job or received a promotion
* **Address change detected** — a client moved to a new address
* **Home purchase alert** — a client purchased a new home
* **Client obituary alert** — a client has been reported deceased, with relevant context like an obituary link
* **Family obituary alert** — a client's family member has been reported deceased

### Actions you can take

Each nudge includes contextual action buttons based on the type of event — such as composing an email, logging a call, creating a follow-up [task](/activity/tasks/creating-tasks), sending a message, or opening a LinkedIn profile. Some nudges instead ask whether you've already taken action or were already aware of the change.

You can dismiss any nudge if no action is needed.

### Filter to your assigned clients

When an admin links nudges to an assigned advisor custom field, the card header shows a **My nudges** / **All nudges** toggle:

* **My nudges** — only nudges for clients where the assigned advisor field equals you. Nudges without a client and clients with a blank value still appear.
* **All nudges** — every nudge in the book, regardless of assignment.

Your choice is remembered between visits.

<Note>
  The toggle only appears when an admin has configured an assigned advisor field under **Settings** → **Data customizations** → **Nudges**. See [Data customizations](/account-settings/customization/data-customizations#nudges) for setup steps.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Why don't I see the important emails card?">
    Important emails only appears when you're viewing a single book. Switch from **All books** to a specific book using the book switcher in the sidebar.
  </Accordion>

  <Accordion title="Can I see tasks assigned to other team members?">
    The **Your tasks** card only shows tasks assigned to you. To see all tasks across your team, go to the [tasks](/activity/tasks/overview) page.
  </Accordion>

  <Accordion title="How are nudges generated?">
    Slant monitors your client data for notable events — birthdays, job changes, address changes, and more. When it detects something worth reaching out about, it creates a nudge automatically. No setup required.
  </Accordion>

  <Accordion title="What happens when I dismiss a nudge?">
    Dismissed nudges are hidden from the card and won't reappear. If you change your mind, the nudge may have already expired.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Team activity" icon="chart-line" href="/dashboard/team-activity">
    Track your team's outreach metrics and recent activity.
  </Card>

  <Card title="Book chat" icon="message-bot" href="/dashboard/book-chat">
    Ask questions about your book's data using AI.
  </Card>
</CardGroup>