Overview
Needs attention unacknowledged, overdue, or due in 3 days
My work
Next 7 days
Latest updates
Request queue
Requests assigned to you (admins see every request). Acknowledge within 24 hours; flip "Contacted" once you've replied.
| Request | Client | Type | Owner | Due | Status | Ack’d | Contacted |
|---|
Projects
Drag isn't needed — change the stage from the card.
Timeline
Projects by start and due date. Bars take the project's stage color; the red line is today.
Calendar
Due dates, meetings, and team events.
Client files
Files live in OneDrive / SharePoint. Each client card links to its folders and has its own request-form link to give the facility.
Client reports
One monthly report per client. Looker Studio pulls the numbers and sends the email; this is where the team confirms it went out, logs the headline figures, and keeps notes.
| Client | Status | Executive | Looker | Sent | GBP impressions | GBP actions | Web sessions | FB reach | IG reach |
|---|
Actions = calls + direction requests + website clicks from the profile. Deltas compare to the previous month's logged figure.
Private messages are visible only to the two people in them — not to admins. Nothing here sends a phone notification; use Teams for anything urgent.
Notes & updates
Company updates and internal discussion. Notes on a specific project or request live on that item.
Team
Everyone who has signed in. Click yourself to edit your name, role, or color.