Set up your daily brief

The daily brief is a short message once a day: the top 10 items of your attention list and what changed since yesterday (new and resolved). You choose the time and where it goes.

Before you start

• Each person sets their own brief. The owner's is on at 08:00 in Kluvan until they change it; everyone else's is off until they switch it on.
• Telegram is for the owner only, when your plan includes Telegram and your organisation's bot is set in Settings → Integrations (see Telegram).

Steps

1. Open Owner workspace → Daily brief (or select Daily brief at the top of the workspace).
2. Tick Send me the daily brief.
3. Set the Time.
4. Under Where, In Kluvan (the bell) is always on. Tick By e-mail to your address and, for the owner, By Telegram (the organisation's bot) if you want them.
5. Select Save. The message Your daily brief is saved. appears.

What the brief contains

1. A heading with the number of items on your list and your organisation's name.
2. What changed since yesterday: how many items are new and how many were resolved.
3. The top 10 items of your list, most urgent first, each with what happens if it is ignored, and how many more there are.
4. A link to the Owner workspace.

Good to know

• Once a day, exactly. You get one brief per day, at your time, even if Kluvan runs on several servers.
• Your own scope. The brief lists what you would see on your own list: the owner's and managers' cover the organisation; a team member's covers their items and their role's.
• An empty list is still sent. The brief then says that nothing needs attention.
• The WhatsApp choice on this page sends nothing at present. Use the bell, e-mail or Telegram.
• E-mail goes to the address on your profile. An address that bounced or marked our mail as spam gets nothing.
• Last sent on shows the day the last brief went out.
• Related: owner alerts for single events as they happen.