Work collection

Dashboard and daily work

Use signals, queues, follow-ups, notifications, and navigation to decide what needs attention next.

Published guidance

5 guides

understand

Build the mental model, terminology, and decision boundaries before changing live work.

Choose the right dashboard view, turn summary signals into source-record decisions, and run a focused daily or weekly review.

Interpret WRKZY dashboard metrics, urgency cues, coverage labels, and empty states without confusing a signal with proof.

Follow the product workflow, verify the resulting state, and leave a visible next action.

Turn customer promises into dated next actions, work the Follow-ups queue, and close the loop without hiding waiting work.

Use Command Lens to find customer records, open queues, jump between WRKZY areas, and start approved actions without losing workspace context.

Turn WRKZY notifications into source-record action, keep the feed usable, and configure high-signal alerts without duplicating inbox work.