"My priorities" is the personal report that lists your most urgent commitments and tasks for the period. It is especially useful for starting the day or week with clarity about what needs your immediate attention.
How to activate the report
Click "+ New report".
In "Group type", select "Personal Report".
In "Report type", select "My priorities".
Choose the frequency: Daily, Weekly, or Monthly.
Enable the toggle.
Save the changes.
What the report includes
Commitments with upcoming or already overdue deadlines.
Commitments without assigned dates that have been open for a longer time.
Accounts or candidates without recent contact based on your active conversations.
When it is especially useful
Activate this report with daily frequency if you have a high volume of active commitments (more than 10 pending across different accounts) or if you work in sales or recruiting processes where daily follow-up is critical. Weekly frequency is sufficient for most use cases.