Daily work dashboard

Workflow overview#

1. Find your priorities

   Review the work visible to you before choosing what to tackle. The personal view brings relevant items together while each project or request retains its own record.

2. Prepare for meetings

   Check scheduled conversations alongside your other commitments. Open the meeting context before joining so the discussion starts with the work at hand.

3. Act at the source

   Go from the overview to the task, request or meeting that needs attention. Update the original item so colleagues can follow the next step.

Access and next steps#

Available controls depend on your workspace configuration and access to the relevant records. If an area is missing, ask your administrator to review your access.

Understand the platform or choose a starting path.