Overview
Needs attention unacknowledged, overdue, or due in 3 days
My work
Next 7 days
Latest updates
Request queue
New requests land in the shared inbox for the whole team. Once someone takes one, only they (and admins) see it. Acknowledge within 24 hours; flip "Contacted" once you've replied.
Shared inbox
| Request | Client | Type | Send to | 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, has its own request-form link, and (for facilities on the portal) the logins you issue.
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.
Done
Everything finished, newest month first. Reopen anything that comes back.
Team
Everyone who has signed in. Click yourself to edit your name, role, or color.