Your Daily Hub: The Workboard
Steven Reinartz
Updated on July 30, 2025
The Workboard is your central command center for staying organized. It consolidates all time-sensitive items from across the app—like job due dates and lead follow-ups—into a single, powerful view so you always know what to focus on.
Two Ways to View Your Work
The Workboard offers two distinct views to help you manage your schedule:
1. The Planner (Calendar View)
The Planner gives you a traditional calendar view of your upcoming tasks. You can view your schedule by month, week, or as a simple agenda list. It's perfect for:
- Visualizing your workload over time.
- Identifying busy periods and planning ahead.
- Quickly jumping to a specific job or lead by clicking on its calendar entry.
2. The Focus Feed (List View)
The Focus Feed is a smart, categorized list that automatically organizes your tasks by urgency. This view is designed to help you prioritize your day effectively. The categories include:
- Overdue: Items that have passed their due date and require immediate attention.
- Due Today: Everything that needs to be actioned today.
- This Week: A look at what's coming up in the next few days.
- Needs Action: Items that don't have a specific due date but may require a follow-up, like a lead without a scheduled next step.
💡 Pro Tip
Use the filters at the top of the Workboard to narrow down the view by item type (Jobs or Leads) or by the assigned team member. This is especially useful for managers who want to check in on their team's workload.