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  2. Daily workflow

Daily workflow

Morning Briefing, dashboard, search, and the rhythm of a workday.

Help center

  • Getting started
  • Working with clients
  • Capturing your work
  • Money & invoices
  • Project lifecycle
  • Daily workflow
    • Your Morning Briefing, explained
    • Find anything with global search
    • Today's Actions on your dashboard
    • Read your project's Recent Activity
    • Read the Project Risk indicator
  • Your Morning Briefing, explained

    The 9 AM WhatsApp that tells you exactly what needs your attention today.

  • Find anything with global search

    Cmd+K. One bar searches decisions, files, notes, comments, everything.

  • Today's Actions on your dashboard

    The action-first view — pending approvals, overdue payments, contractor issues.

  • Read your project's Recent Activity

    The chronological feed at the bottom of every project's Overview tab — what shows up, how it's organised, and who sees what.

  • Read the Project Risk indicator

    On Track, Attention, At Risk — what triggers each, and what to do about it.

Still stuck? Message us on WhatsApp.

Typical response in under 4 working hours.

+91 99011 01166
Aarca
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