My Work, reminders and the morning email

One list of what's due across every file, and how to choose when you're reminded.

Updated September 24, 2026

My Work (the tab at the top of Transactions) lists every open step you own, plus unowned steps on transactions you lead, across all your files. They're grouped into Overdue, Today, Next 7 days, Later and No date.

Choose your reminders

  1. On My Work, click Reminders.
  2. Under Heads-up before a step is due, choose any of: a week before, 3 days before, the day before, on the day. By default you get 3 days, 1 day and on the day.
  3. Keep Morning email on to get the day's list by email, and choose Send it at (4 AM to noon, 7 AM by default).
  4. Check Your timezone, then save.

Heads-ups arrive in your notifications at the hour you chose. Reminders go to your team only, never to clients or other parties.

Want the dates in your own calendar as well? See Add your deadlines to Google, Outlook or Apple Calendar.