Cross-client Work Queue

The Work Queue is the agency-wide to-do list - every task across every client, in a single place, so nothing falls through the cracks between accounts.

What's in it

Active tasks across all clients, sorted by priority then due date. Each row shows the client (with their logo), the task, its source, assignee, owner, priority, due date and status.

Where tasks come from

• Manual - your team adds them.
• PM-tool sync - tasks pulled one-way from Asana, Monday, Trello or ClickUp on a daily schedule.
• The Brain - low-confidence questions the Brain raises can be turned into tasks to chase down.
• Weekly suggestions - each Monday the Brain proposes a handful of tasks per client, drawn from that week's numbers and what it knows about the account. They sit under Suggested this week until you accept or reject them.

Reading a suggestion

A suggestion is one line until you decide on it: the title, its client and meta, and the reasoning the Brain gave for raising it now - with Accept and Reject on the row. The edit fields (status, assignee, due date, priority and the rest) only appear once you have accepted it, because a suggestion is something to read and decide on, not something to schedule. Reject archives it.

Suggestions do not pile up

• A suggestion is never counted as overdue, however old it is - its due date is only set for real on the day you accept it. The Overdue count in the header and the Overdue group agree on this.
• A suggestion you do not act on within seven days drops off the list on its own. It is kept for the record.
• Rejected, expired and completed suggestions are remembered for 90 days, so the same idea is not proposed again the following week.
• Accept moves a suggestion to To Do and resets its due date from the day you accepted it, keeping the urgency the Brain originally gave it. So an idea from three weeks ago does not arrive already overdue. If something is genuinely important, accept it and it gets a fresh date; if not, let it fall away.
• A client can hold only a small number of untriaged suggestions (eight by default). Once that many are waiting, no new ones are generated until you clear some.

Working it

• Filter by client, status, assignee or owner to focus.
• Create a task with client, due date, priority, channel, assignee and owner.
• Edit status, assignee and due date inline.
• Completed tasks move to an archive you can load on demand.

Owner vs assignee

A task can be owned by your team or by the client (if it originated from their portal), and assigned to a specific team member. That distinction keeps accountability clear across a busy portfolio.

This is the cross-client roll-up of the per-client Tasks view. For the whole agency portal, see Your agency portal at a glance.