Internal Headquarters
My Work
Priority
Client Configuration
Future configurable client relationships, service categories, service options, workflow steps, access requirements, enabled modules, internal instructions, and client instructions will be managed here.
My Tasks
Assigned tasks for the logged-in owner or team member will appear here, organized around what should be handled today.
Upcoming Deadlines
Upcoming deadlines for client work, Playbook reviews, approvals, and internal follow-up will appear here.
Waiting on Client
Client work blocked by missing assets, approvals, Playbook details, contracts, or payment will appear here.
Movement
Recently Updated Clients
Client workspace updates, Playbook changes, account notes, and status movement will appear here.
Recently Completed
Completed tasks, approvals, client updates, and finished internal work will appear here for quick review.