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5 guides found
Results for “workflow”
01
Dashboard and daily work · how toManage follow-ups and due work
02Turn customer promises into dated next actions, work the Follow-ups queue, and close the loop without hiding waiting work.
Dashboard and daily work · how toNavigate with Command Lens
03Use Command Lens to find customer records, open queues, jump between WRKZY areas, and start approved actions without losing workspace context.
Dashboard and daily work · referenceRead dashboard signals and decision cues
04Interpret WRKZY dashboard metrics, urgency cues, coverage labels, and empty states without confusing a signal with proof.
Dashboard and daily work · how toUse the notification center
05Turn WRKZY notifications into source-record action, keep the feed usable, and configure high-signal alerts without duplicating inbox work.
Dashboard and daily work · conceptUse the WRKZY dashboard
Choose the right dashboard view, turn summary signals into source-record decisions, and run a focused daily or weekly review.