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Executive Assistant HQ
Add a Task
Add a Reservation
Add a Request
Open Tasks
Task
Due Date
Duration
Notes
Status
Open
Open
Open
Open
Open
There are no rows in this table
The Requests table is for capturing and tracking requests for your principal’s time or input which have come in from others - podcast interviews, feedback needed on a proposal, etc
Requests by Status
Not started
0
Action Required by EA
3
Submitted
1
In progress
0
Done
0
Events
The Events table is for pulling your principal’s calendar events into the dashboard and to quickly generate meeting notes and/or briefings in their respective tables by clicking the buttons.
Make sure to connect the Google Calendar account to repopulate this table.
With the pack, I can pull in a sync table that will show all of my meetings for a particular date range. I first set the overall range of what to sync in the pack settings. Hover over the Events table, click on Options, then click on Google Calendar Pack in the right pane. You’ll see sync options there. I then added a date range filter control so I can narrow down the list to my meetings for today, tomorrow, or whatever I happen to be planning for at that particular time. This is used by the table filter.
When a row is copied over to my Meeting Notes table, there is a Google Calendar Events column called “Meeting Info” that continues to sync event information from my calendar, so I still have current info like Start and End times.
Filter Events from:
Include un-synced Events:
No results from filter
Meeting Notes
Filter Meeting Notes from:
No results from filter
Briefings
Filter Meeting Notes from:
No results from filter
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