Before you begin
A daily review helps separate overdue work, today’s commitments and blocked items.
Recommended workflow
Use the filters available in your workspace. Check missing information and assign a next action for blocked work.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not mark blocked work as completed merely to clear the list.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team