Operaciones · Feature

AI Daily Planner: The First Screen of Your Morning, With Tasks, Calendar, Focus and Suggested Priorities

A vertical view of the day's hours where AI combines your tasks, calendar events and focus-time blocks. It proposes a sensible order based on urgency, your typical energy and your commitments, and at the end of the day you drag what's left to tomorrow in one click. Start the day with a plan, not an endless to-do list.

Beginner 7 min read plan diarioproductividadtime blockingtareas
Request a demo Open in Pilot Desk
Screenshot of the Daily plan module in Pilot Desk
In 30 seconds
  • A vertical view with the hours of the day.
  • There you place your tasks, your events and 'focus time' blocks.
  • You drag and drop to reorder.
  • At the end of the day you review what you got done and drag what's pending to tomorrow.

What is the Daily Plan?

It's the screen where you build your day concretely: at 9 I do X, at 10:30 I have a meeting, from 11 to 12 a focus block to write the proposal, at 2 pm I call Karina.

Screen tour

  • Left: your pending tasks (the ones that don't have a time assigned yet).
  • Center: the current day, from 7 am to 10 pm, split into 30-minute blocks.
  • Right (optional): a mini-summary — how much of the day is planned, how many tasks are still unassigned.

Assigning a task to a time slot

  1. Look at the task column on the left.
  2. Grab a task with the mouse and drag it to the time slot you want in the center.
  3. It becomes a block in your day with a title and duration (default 30 min, adjustable).
  4. If you finish early, you mark it 'done' and it gets a green check.

Focus blocks

Right-click an empty space in the day → Create focus block. Give it a title ('Write Karina's proposal') and a duration (1h, 1h30, 2h). It's there to protect deep-work time.

Example: Monday morning

Example

Monday 8:30 am. You've just logged into Pilot.

  1. You open Daily Plan.
  2. I see 8 tasks on the left. I prioritize them and drag the 3 most important into the morning.
  3. I see 'Meeting with Karina at 11' on the calendar — it's already in the plan automatically.
  4. I block 2:00-4:00 pm for 'Write Diego's proposal'.
  5. I leave the other 5 tasks for later this week or tomorrow.

By 8:35 you know exactly what to do. At 5 pm you look at the plan and see what you got done and what you push to Tuesday.

Tasks you didn't complete

At 5:00 pm (or whenever your day ends) you open the day's summary. The uncompleted tasks appear with a 'Move to tomorrow' button. The ones that no longer apply, you mark 'Cancel'.

How it connects with other modules

How it connects: Daily Plan

TasksThe tasks you assign to a time slot get marked in the Tasks module. CalendarYour calendar events appear in the day automatically. BoardsKanban cards with a due date can land in Daily Plan. MeetingsScheduled meetings also paint onto the day.

Tips

  • Don't plan 100% of the day. Leave 20-30% free for whatever comes up.
  • Start the day by planning in silence. 10 minutes invested at the start multiply the day.
  • Mix small tasks (answer 3 emails) with large blocks (write a proposal). It gives you rhythm.
  • If a task doesn't fit today, don't force it. Move it to tomorrow without guilt.

If something doesn't work

If something fails

My tasks don't appear in the side column.

Check the filters (assigned to you, no date, due today). If you filtered something, the rest is hidden.

A Calendar event doesn't show in the day.

Check that the event has a full date and time. 'All-day' events appear as a top band, not inline.

Real use cases

AI project management

Tasks from critical projects appear in your day with a suggested priority.

Sales automation

CRM follow-ups land in your real schedule, not on a separate list.

Integrations that power this feature

Connect Pilot with the tools your team already uses. The AI orchestrates between them without you switching screens.

Google CalendarGoogle Calendar Microsoft 365Microsoft 365 AsanaAsana MondayMonday TrelloTrello

Industries where it shines

Professional services

Cómo Pilot ayuda al sector professional services.

Technology

Cómo Pilot ayuda al sector technology.

Retail

Cómo Pilot ayuda al sector retail.

Real estate

Cómo Pilot ayuda al sector real estate.

Frequently asked questions

How is it different from a calendar or scheduler?
A calendar is for commitments with other people: meetings, calls, appointments. The daily planner is your full personal plan: it combines the calendar with your tasks, focus-time blocks for uninterrupted work, and gaps for the unexpected. A meeting is an event; 'from 10 to 11:30 I write the proposal' is a block in your plan. Pilot merges both views into a single vertical screen showing the day's hours.
How does the AI decide the order of tasks?
It looks at several signals: due dates, each task's stated priority, your fixed schedule for the day (it won't propose a two-hour task when you have a meeting an hour later), your typical energy pattern (if you're historically more productive in the morning, it schedules the heavy work there) and dependencies on other people. It proposes a sensible order and you adjust by dragging. The AI learns from how you rearrange things and improves its suggestions over time.
Does it work with Google Calendar or Outlook?
Yes. You connect your Google Calendar or Microsoft 365 and events appear in the daily planner without duplicating. If you book a meeting from the planner, it's also created in the external calendar. It's two-way: what happens in one shows up in the other. You don't have to migrate your calendar; Pilot adds a planning layer on top.
What happens to tasks I didn't finish today?
At the end of the day you review what you completed and what you didn't. What's left is dragged to tomorrow in one click; if a task stays 'hanging' three days in a row, the AI asks whether to reschedule it to a real date, break it into something smaller or reassign it. It avoids that 'list that grows and never closes' feeling.
How much does it cost?
The Daily Planner module is included in Productivity plans. There's no charge per additional user. Pricing is built around number of users and modules contracted — contact us for a tailored proposal with terms for teams in the region.

Do you start the day with focus, or with a list that already weighs on you?

Book a 30-minute demo. We'll show you how the daily planner combines your real calendar, tasks and focus blocks, how the AI proposes a sensible order, and how you drag what's left to tomorrow without feeling chased by the list.

Request a demo