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  3. Today's Actions on your dashboard

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

Daily workflow

Today's Actions on your dashboard

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

Updated 12 May 2026

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Related

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Related articles

  • Your Morning Briefing, explained

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

  • Read the Project Risk indicator

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

  • Find anything with global search

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

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