KNOWLEDGEBASE

Using the Today Tab

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. 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!

Why Use the Today Tab #

The Today Tab is your personal productivity dashboard inside MediaOS, designed to consolidate tasks, notifications, approvals, emails, and calendar events into one streamlined view. Instead of switching between different modules, you can manage everything that needs your attention from a single location. By helping you focus on daily priorities, take quick actions, and keep connected to your accounts and projects, the Today Tab ensures you stay organized, proactive, and always in control of your day.

Accessing the Today Tab #

To open the Today Tab, navigate to the left-hand menu and click the third icon down, which looks like a calendar and is labeled Today. This brings you directly into your Notification Center, which acts as the hub for all daily activity, updates, and reminders. If you notice a large red number on the Today icon, it indicates new notifications or approvals awaiting your attention.

Notifications & Automations #

Within the Notification Center, you’ll see a real-time feed of all notifications relevant to your activity as well as any automations that require your approval, such as new account approvals. Hovering over any notification allows you to preview key account details and, without leaving the tab, you can quickly jump to the related account, add notes, create tasks, or schedule follow-ups.

Note: If you’d like to reset your view, you can click Clear All Notifications to mark everything as read and start fresh.

Approvals Made Easy #

When an automation triggers an approval request, such as approving a newly created account, you’ll see it appear in your Notification Center. Clicking on the approval allows you to immediately view the action needed and either Move Forward, Defer (Not Now), or Remove the item. This process helps ensure your records stay clean and accurate without needing to navigate away from your primary workspace.

Calendar Integration #

The right-hand panel of the Today Tab displays your Content Calendar, giving you a visual overview of everything scheduled for the day. Clicking the Calendar tab at the top expands the full Production Calendar, where you can filter by product type, product name, or status. You can choose whether to display the product name or the advertiser name depending on your preference. Clicking on any line item opens its full details right from the calendar view.

Note: If you see entries highlighted in yellow or gold, those represent your personal calendar entries (if you’ve integrated your personal calendar).

How to Connect Your Calendar #

If you haven’t yet connected your calendar, you can do so by clicking Connect My Calendar from the calendar panel. Choose your calendar provider—such as Google—and follow the guided prompts to link your account through Quantify, MediaOS’s trusted integration partner. Once your calendar is connected, you’ll be able to view both personal and shared events, schedule new meetings directly from account pages, and automatically sync new events to both your Google Calendar and your MediaOS Activity Feed for full visibility.

Email Integration #

The Today Tab also offers a built-in inbox for connected email accounts, creating a unified place for managing client communications. If your email is connected to MediaOS, you’ll be able to read and reply to emails directly from within the platform. You can manually associate emails with specific accounts by clicking Copy to Account and searching for the correct client or advertiser. The left-hand inbox panel also provides quick access to folders like Sent, Spam, and Trash to manage your messages easily.

Tip: You can manage your connected email accounts at any time through your Personal Settings page.

Managing Tasks #

Within the Tasks section of the Today Tab, you can view and complete your to-do items efficiently. Tasks can be linked to various records across MediaOS, including accounts, contracts, line items, and invoices. You can click View to open the associated record, edit task details directly from the task list, or filter tasks by assignee, creator, status, or pipeline. If you have certain task searches you frequently use, you can also save them and add them to your Dashboard for quick daily access.

Final Thoughts #

The Today Tab serves as your comprehensive productivity dashboard within MediaOS, designed to keep you organized and efficient throughout the day. It allows you to stay on top of notifications and approvals, ensuring that nothing important slips through the cracks. You can quickly access tasks and emails, streamlining your workflow and helping you respond to pressing matters without delay. Additionally, the Today Tab enables you to sync and manage your calendar with ease, making it simpler to plan and adjust your schedule as needed. By taking just a few minutes at the beginning of each day to review this tab, you can remain proactive and in control, setting a clear direction for your daily responsibilities.

Skip to content