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Today
See everything you need to do on the Today page
After creating your account, the Today page will show you everything you might need to do.
Website/Desktop Application
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Using the Today Page

We've made it easy to quickly preview and take action. When on the page, use these shortcuts
  • Up/Down to change the selected row
  • Enter to open the relevant row
  • E to dismiss the row and clear it out of the page
  • H to snooze a row (for Keep-in-Touch and Reminders)
After you open a row, you can take any actions you might need to and press Esc to return to the today page. For calendar events and contacts, you can also use the R key to focus on an input
There are a few different sections to the today page:

Calendar Events

Website/Desktop Application

For the current day, we'll show you the day's calendar events
  • We'll only show you non-recurring events for the current day
  • We'll only show events with less than 10 attendees
  • You'll need to connect your Google Calendar (from the Sync and Integrations page) for this to work
  • We'll automatically create Dex records for attendees of these events
    • Press Enter to open a Calendar event, R to focus the note field, and press CMD+Enter to write a note for a calendar event
    • The correct contacts will be automatically associated with the note you've created
  • When you're done, press E on the today page to mark this calendar event as done.

Mobile Application

On the Mobile app's home page, the Calendar section appears if there's an event due for the day.
  • Selecting "See all" opens all events in a Calendar view
  • The pencil icon on the right side of the event allows you to quickly edit it
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Keep-in-touch

Website/Desktop Application

See your contacts with upcoming keep-in-touch and your last interaction:
  • Change a contact frequency using F
  • Open contact with Enter key
    • With a contact open, press R to focus a note field and press CMD+Enter to submit it
    • By default, after a note is created the last interaction will be updated
  • Press E to dismiss a keep-in-touch reminder
    • This will automatically increase the next keep-in-touch reminder by the amount of time set in the keep-in-touch frequency
    • Example: the keep in touch reminder is for 10/8/2020, with a frequency of 'Every year.' If you press press 'E,' the keep in touch reminder will be moved back to 10/8/2021
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Mobile Application

Shortcuts:
  • Swiping Right marks the selected contact as "Done" or "Contacted"
  • Swiping Left snoozes the selected contact for 2 weeks
  • The Check Mark allows you to quickly add notes and mark the interaction as "Done"
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Birthdays

The Birthdays page displays all birthdays you imported to Dex on one page.
Birthdays are separated by Today, Upcoming, and Month.

Reminders

If you've set one-time reminders, we'll also show you all current and overdue reminders on the Reminder page.
  • Press E to mark the reminder as done.
  • Press H to snooze/reschedule the one-time reminder.
As always, you can add a new one-time reminder using Shift+R
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On this page
Using the Today Page
Calendar Events
Keep-in-touch
Birthdays
Reminders