What to look at each morning

CLEO is built to be read once, early, and then left alone. Five minutes on Home tells you what today asks of you, and what you can leave until later.

The five-minute routine

1. Read CLEO's first sentence. At the top of Home, under the date and a greeting, one line says how the day looks: how many things need you today, and whether anything else is worth a look.
2. Work through Today. Beneath it, CLEO lists at most three things, numbered, each with the fact it saw and what it recommends. The order is the point: promises already past their date come first. Press Open on the first one and deal with it.
3. Clear the Quick answers. These are short questions with one-tap answers — what happened at an appointment that has ended, whether a request needs work, what the next step on a piece of work is, whether a website visitor is someone you already know. Each tap records a fact and the question goes.
4. Scan Needs you. Home shows the first five, with the true number beside the heading. If there are more, the link below them opens the full list.
5. Glance at the side column. The week shows the next seven days. Waiting on others tells you what is with someone else, so you can stop carrying it.

Then ask CLEO anything the page didn't answer

Home answers "what needs me today". For anything else — a particular customer, what changed this week, what is booked on Thursday — press ⌘K (Ctrl+K on Windows) and ask. On a larger screen, Home offers Who is waiting on me? and What changed recently? as one-tap starting points.

During the day

You don't need to come back to Home. Each part of CLEO shows the same facts where the work happens: a customer's record, a piece of work, an appointment. Home is for the start of the day, and for the moment you have finished something and want to know what is next.

Home, section by section explains each part of the page, and why some parts appear only on some days.