Workspace overview
Work dashboard
Monitor workload, deadlines and exceptions across the company's single Staff operation.
Open tasks
28
6%
12 assigned to you
Due soon
9
2
Next 14 days
Overdue
4
1
Needs attention
Missing documents
11
3
Across 7 customers
Email failed
6
2 need follow-up
Completed this month
86
14%
Reports lodged
Task activity
42 ↑ 12%
Task updates this week
Recent activity
-
SKSarah K. completed a document review for Northstar Holdings8 min ago
-
MRMichael R. sent a reminder for Greenfield Retail26 min ago
-
LPLina P. uploaded 3 documents to Acme Services1 hour ago
-
SYScheduler queued 12 automated reminders2 hours ago
Upcoming work
4 tasks requiring attention
| Task | Customer | Due | Status | Owner |
|---|---|---|---|---|
| Prepare quarterly report Business Activity Statement |
Northstar Holdings | Today | Overdue | SK Sarah K. |
| Collect missing documents Annual tax return |
Greenfield Retail | Tomorrow | Awaiting docs | MR Michael R. |
| Review lodgement pack Income tax report |
Acme Services | Feb 18 | In progress | LP Lina P. |
| Confirm client approval Payroll reconciliation |
Northstar Holdings | Feb 21 | Open | SK Sarah K. |
No work matches these filters. Adjust the filters or reset the dashboard view. | ||||
Document readiness
86 of 112 documents
Complete 86
Pending 15
Missing 11
Reminder delivery
134
sent
Sent 125
Retry 3
Failed 6
Tasks by status
Open12
In progress8
Awaiting docs4
Overdue4
My work queue
3 of 4 remaining
Review Northstar documents
Today
Send Greenfield reminder
Today
Check failed email delivery
Tomorrow
Approve Acme lodgement pack
Feb 18
Quick actions