BUILD YOUR WORK LENSES (VIEWS)
Same data. Different focus.
That’s the power of views.
What You’re Doing Today
You’re creating one execution-focused view.
STEP 1: Create a New Task View
Name it something simple: "Today’s Tasks”
STEP 2: Apply Filters
Assigned to = Me
Due date = Today or Overdue
Linked to an active deal
STEP 3: Save or Favorite It
This becomes your default work entry point.
REQUIRED REPLY
Screenshot of your view
One sentence: “This view helps me decide _____.”