Where things stand
Written mostly by the OS, not by hand.
Needs you first
What the OS did overnight
Triage
Pulled out of your inboxes. Nothing here is real work until you accept it.
What it decided, and why
Tasks
Your work. Add one by hand, or accept from Triage. Change a card's status to move it across the board.
Pipeline
Deals go amber at 10 days without contact, red at 21.
Clients
Clients first, then prospects and leads.
Activity
One timeline. The tag says who wrote each line.
Settings
People, access, and retainer types.