KNOWLEDGEBASE

Using the Today Tab in MediaOS

The Today tab is your personal command center in MediaOS—bringing tasks, approvals, emails, and calendars into one streamlined view. It’s designed to save you time, reduce context switching, and help you focus on what matters most. With the Today tab, you can stay on top of your day with clear visibility into notifications and tasks, take quick action using hover menus and in-line shortcut, keep everything connected and more. Bottom line the Today tab keeps you organized, proactive, and always in control!

Accessing the Today Tab #

To open the Today tab:

  • Navigate to the left-hand menu.
  • Click the third icon down (looks like a calendar) labeled Today.

This brings you into your Notification Center, the central hub for daily activity and updates.

Notifications & Automations #

This is where you’ll see:

  • Automations needing your approval (like account approvals).
  • All recent notifications relevant to your activity.

If you see a large red number on the Today tab icon, that means you’ve got several new updates. Click the Clear All Notifications button to mark everything as read.

Tip: Hover over a notification to preview key account information. You can even jump directly to that account, add notes, create tasks, or schedule follow-ups—all without leaving the tab.

Approvals Made Easy #

When an automation (like a new account approval) is triggered:

  • Click the approval to see what action is required.
  • Choose to Move Forward, Not Now, or Remove the item.

These automations help streamline your processes and keep your database clean and up to date.

Calendar Integration #

The right-hand panel displays your Content Calendar, showing everything scheduled for the day.

Click the Calendar tab in the top menu to access your Production Calendar. You can:

  • Filter by product type, product name, or status.
  • Choose to display the product or advertiser name.

Clicking on a line item opens the full details right from the calendar.

Note: Yellow/gold entries indicate your personal calendar, if integrated.

How to Connect Your Calendar #

If you haven’t connected your calendar yet:

  • Click the Connect My Calendar button.
  • Choose your calendar provider (like Google).
  • Follow the prompts to link your account via Quantify, our integration partner.

Once connected, you can:

  • View personal and shared events.
  • Schedule new events directly from account pages.
  • Automatically log those events to your Google Calendar and MediaOS activity feeds.

Email Integration #

The Today tab includes a built-in inbox view for connected email accounts. This requires that your email is connected to MediaOS - to learn how click here!

You can:

  • Read and reply to emails inside MediaOS.
  • Manually copy emails to accounts by clicking Copy to Account, then searching for the appropriate client or advertiser.

Navigate the left-hand inbox panel to access:

  • Sent, Spam, Trash, and more.

Pro Tip: Manage your connected email accounts from your personal settings.

Managing Tasks #

The Tasks section is where you track and complete your to-dos.

Tasks can be linked to:

  • Accounts, contracts, line items, invoices, and more.

You can:

  • Click View to open a task and see the linked item.
  • Edit task details directly from the list.
  • Filter tasks by assignee, creator, status, or pipeline.
  • Save your favorite task searches and add them to your Dashboard for easy access.

Final Thoughts #

The Today Tab is your all-in-one productivity dashboard:

  • Stay on top of notifications and approvals.
  • Quickly access tasks and emails.
  • Sync and manage your calendar with ease.

Take a few minutes at the start of each day to review this tab—it’s one of the best ways to stay proactive and in control within MediaOS.

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