Actions & Daily Work

The Action work model, the Today home, playbooks, saved views, the overdue digest, and bulk actions.

Actions: the core unit of work

What an Action is, its types, and why everything you do flows through Actions.

How Today prioritizes your work, its Focus / Actions / Pulse tabs, and where AI-recommended work appears.

Manual vs automated Action creation — types, priorities, owners, and due dates.

Filter, sort, and group your Action Queue, and use saved views across the app.

Create a playbook, define ordered steps, set triggers, and apply it manually or via a rule.

How the daily digest works and how to configure it.

Multi-select accounts to reassign, change status, create Actions, or delete across your portfolio.

The shared drawer where you work a single Action — details, tasks, activity, and closing it.

Pick up unassigned, AI-escalated work for your team from a shared queue.