My work

The tabs at the top

My work is also where a working day starts, so its header has tabs:

• My work — this queue.
• Your day — your own goals, feedback and check-ins. See Your day.
• Your business day — for the head of the business only: what the whole company planned today and what moved. See Your business day.

Beside them is Focus mode, described below. The Create button starts anything else new.

What to do first

Open it in the morning and read the top. A banner says how many things need you, which modules raised them, and how many are waiting and overdue. The rows are ordered by what is most pressing, and anything overdue is marked. Press a row to open the record it concerns. Do the work there, and the row goes.

Alerts for you

If an alert rule has raised something you own, or something has been escalated to you, Alerts for you sits above the queue with the worst first. Each alert shows its severity and opens the record it is about. Acknowledge says you have seen it; Resolve closes it. All alerts opens Intelligence › Alerts. On a quiet day the section is not there at all.

Handed over to you

When a colleague leaves and their work is handed to you, Handed over to you appears above the queue: who left, when, and everything that is now yours, grouped by kind. Each item opens the record itself, whether or not it has a date on it, so a project, a client or an objective that arrived is as easy to find as a task. It stays for 30 days after they left. Got it folds it away on this device; the work stays yours in its own module either way.

You can update what was handed to you: tick the meeting actions and tasks, keep the projects and campaigns you now own up to date, and open the objectives your tasks sit under.

The filters

Pills across the top, one per kind of work the queue can raise, each with its count:

• Everything. The whole queue.
• Tasks. Work assigned to you, and the to-dos you wrote yourself.
• Follow-ups. A lead whose next action has fallen due, or that nobody has spoken to in a week, and a proposal of yours close to or past its validity.
• Approvals. A purchase request you can decide on, a proposal discount over the limit, and, if you send money for the company, an approved request within your limit waiting to be sent.
• Delivery. An overdue milestone on your projects, or work nobody has been given.
• Collections. An instalment past its date on a client you closed.
• Issues & SLA. An open issue raised against your work or given to you, with its response and resolution clock.
• Promises. A promise to pay logged in Collections, on its day, and again if it is missed.
• Ready to invoice. A payment tied to a milestone, the moment the milestone is delivered.
• Renewals. A client's subscription you look after, inside its notice period or lapsed.
• Onboarding. An onboarding step that is yours and is the one an engagement is waiting on.
• Feedback. Feedback somebody has asked you for.
• Reviews. A review step waiting on you.
• Relationships. An account of yours that has gone quiet with something unresolved.
• Stuck. Something sitting with you in a workflow past its allowance.

If a pill is empty it says why in one line, naming what would have put a row there, and Show everything takes you back. An empty pill with nothing under it reads as broken, and knowing the difference between "you have no approvals waiting" and "approvals are not working" matters.

Mine and my team's

Managers get a Mine / My team switch. It opens on your own work, and switching to the team adds your people's rows with their names on them.

It is a switch rather than a widening on purpose. Folding a manager's team quietly into "what needs you" makes every row read as personally owed, and the first response to a queue full of other people's work is to stop reading it. The switch only appears if you manage somebody.

Ticking things off

Most rows have no tick box, and that is deliberate. "Chase this lead" is not a thing you complete; it stops being true when you call them. A queue you can tick clean without doing the work is a queue that lies.

Two kinds can be ticked, because you wrote or were given them:

• Your own to-dos, which are the one part of this page a person types.
• Tasks assigned to you. A task can be closed by its assignee, the person who created it, or the owner of the project it belongs to.

A tick takes the row out immediately. If the server refuses, the row comes back where it was with a message saying why. If you have no connection, the tick is kept and sent when you do.

A sub-task appears in its own right, with "sub-task of …" and its parent's name in its line. A task with no board to open on opens in a panel beside the queue.

Adding work

Add to my list opens a sheet that asks where the work belongs. From here it opens on My to-do; Create › Task and New task on Tasks open the same sheet on Project, because they ask for a task:

• Project — a task on a project board, which reaches the project's own list.
• Key result — a task under a key result, so finishing it moves the objective.
• KPI — a task against a measure: what is being done about a number that is off target.
• My to-do — a personal to-do, for the things no module raises. Yours alone. If it goes overdue you hear about it and nobody else does.

The sheet's title and button follow the choice: New task and Add task, or New to-do and Add to-do. Then the Task (or To-do), Notes, an Owner (it arrives in their queue the same way it would arrive in yours), an optional Due date, and for tasks Estimated hours, which Workload weighs the owner's week by.

Focus mode

My work with a clock on it. Press Focus mode (in the header on a desktop, above Your day on a phone) and the queue becomes a plan:

1. In Your work, tick the rows you mean to do. They are grouped Overdue, Today, This week and Later, and can be sorted by due date, kind or time allocated.
2. In the Focus plan, give each row a number of minutes (25 to start with), put them in your order, or press Focus on this now to jump to one.
3. Press Start focus. The timer counts the current row down; Pause, Resume, add five minutes, or Reset. On a desktop the space bar starts and pauses it.
4. When the time is up a chime rings and Rople asks what next: Mark done, start next, or more time. Done, next moves on at any point.

Across the top: minutes Planned, minutes Focused and how many are Done today. Exit focus, or My work, ends the session.

Pressing a row opens the record itself (a task's page, a lead's drawer) inside Focus mode, with a way back to your work, and the timer keeps running. While a session lasts, the sidebar stays tucked away on every screen; leaving brings it back as it was. On a phone, Focus mode has its own Timer, Plan and Work tabs. Wherever you go while a period is running, a pill at the foot of the screen shows the time left, lets you pause, and brings you back; it rings there too.

A few things to know:

• "Done" on a row that can be ticked (a task, a to-do) completes it, as a tick on My work does. A follow-up or an approval cannot be ticked here either: Done, next takes it out of your plan, and the record stays in My work until its module says otherwise.
• A row leaves the plan the moment it leaves the queue.
• The plan lasts the day and lives in this browser. It does not follow you to another device.

How rows get here

Each row names the module that raised it, so you can tell at a glance whether this is a sales problem, a delivery problem or a money problem. A row from your own list says so too.

On a phone

The banner gives way to one line saying how much is waiting and from where, then Focus mode, then a card that opens Your day. The pills and the queue follow. Add to my list is the + in the header.

Common questions

I did the work and the row is still there. The queue recomputes from the record. If the record has not changed in the way the row is about, the row stays. An overdue instalment leaves when it is paid, not when you have called about it.

Why can I not tick a follow-up? Because it is not a thing to complete. It stops being true when the lead's next action changes in Leads & pipeline.

Why is my queue empty? Either nothing is waiting on you, or the modules that would raise rows are not in use yet. Each empty pill says which.

Where else does this queue appear? The head of it is on Home, under Needs you, and on Your day. Each module's overview shows the rows from that module.