📍AI Agenda How-to Guide

Introduction

Motion’s AI Agenda keeps your day organized by scheduling tasks, surfacing overdue work, and saving daily agendas for reference. This guide walks you through the essentials: editing tasks, resolving past due items, and reviewing past agendas. With these workflows, you’ll stay on top of deadlines and always know what’s next.

At a glance

• Edit tasks quickly by opening the task panel or using quick edit.

• See a task’s project at a glance by hovering to reveal its workspace and project.

• Resolve past due tasks to clear warnings and keep Motion’s scheduling accurate.

• See previous agendas in your private workspace, with every day automatically saved.

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Edit tasks quickly

How to edit a task

Goal: Update tasks quickly when plans change, either with the full task panel or the quick edit menu.

Method 1: Open the task panel

1. Click on the task name.

2. The full task panel will open on the right side.

3. Edit details such as title, description, assignee, priority, deadline, or schedule.

4. Changes save automatically.

Method 2: Quick edit

1. Click directly on fields like deadline or duration to adjust them.

2. For more options, click the three dots (…) next to the task.

3. Here you can update the assignee, status, priority, deadline, duration, or start the task immediately.

💡 Pro Tip: Use quick edit for small changes on the fly, and the task panel when you need to adjust full details.

See a task's project

How to check which project a task belongs to

Goal: Quickly identify the workspace and project linked to any task in your AI Agenda.

1. Open your AI Agenda view.

2. Hover your mouse over the task you want to check.

3. A tooltip will appear showing the workspace and project that the task is associated with.

💡 Pro Tip: Use this when you’re managing multiple projects — it helps you spot where each task belongs without needing to open the full task panel.

Resolve past due tasks

How to resolve past due tasks

Goal: Clear overdue tasks so Motion can re-prioritize your schedule.

1. Click the yellow double exclamation mark (!!) icon in your sidebar beside AI Agenda.

   1. This opens a list of all tasks that are past due.

2. Review the list of overdue tasks.

3. For each task, choose how to resolve it:

   1. Do ASAP → Motion will schedule the task as soon as possible.

   2. Extend deadline → Pick a new due date.

   3. Ignore warning → Keep the task as-is, but without deadline alerts.

4. Alternatively, you can:

   1. Mark complete with the ✅ green checkmark.

   2. Delete the task with the 🗑️ trash icon.

💡 Pro Tip: Resolving past due tasks keeps Motion’s AI Agenda accurate. Until cleared, overdue tasks will block your schedule and throw off prioritization.

See previous agendas

How to see your agenda from previous days

Goal: Review past agendas to check what you worked on or track progress.

1. In the sidebar, go to My Private Workspace.

2. Click on the Agenda folder.

3. Open the folder for the month you want to review (e.g., August 2025).

4. Inside, you’ll find a saved agenda for each day.

   1. Sometimes you may see "Task not found," these are tasks that were scheduled for that day but got deleted.

5. Click on any agenda to see the full record of tasks and meetings Motion scheduled for you that day.

💡 Pro Tip: Motion automatically saves daily agendas here — no need to export or archive. Use this history to reflect on your productivity or revisit completed work.