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The desk

Everything in flight, in one list, with four counts across the top and a file behind every row.

Today

The desk is where you see everything in flight. Today is the list itself: every item currently being worked, in the order it matters. It is the first thing you see after signing in, and for most days it is the only thing you need.

The list is not a to-do list you maintain. Every item on it was put there because the business has to do that thing, and each one carries the date it has to happen by.

The four counts

Across the top of Today there are four numbers. They are the quickest way to answer "does this need me?" without reading anything.

CountWhat it means
Need you Work is ready and is waiting on a decision or an approval that is genuinely yours. Nothing moves on these until you act.
With the desk The desk is working these now: preparing, filing, checking a status, writing a message.
Waiting The next move belongs to somebody else. A client has not returned a document, a supplier has not replied, a form is with an authority. The desk keeps watching and will chase again on its own.
Handled today Finished since the day started, each with a record of what was done.

A quiet desk is a real answer. If Need you is zero and Handled today is not, the business is running and nobody had to be involved.

What a row is

One row is one item, and one item is one thing the business has to do: one filing, one renewal, one chase, one milestone. Each row shows what it is, the date that matters, and which of the four counts it sits in.

The same counting appears on the plan. A plan is priced on how many items are on the desk, so a row and a billed item are the same unit.

Opening a row

A row is a summary. Opening it shows the file behind it:

  • What it is — the obligation in plain words, and who or what set it.
  • The dates that matter — the deadline, and anything that has to happen before it.
  • The history — every step taken, with the time it happened and the reason for it.
  • The message — where a message is the next step, the one already written and ready to go.

The message is the part that saves the most time. It is not a blank box and it is not a suggestion you have to expand into something usable. It is the finished thing, addressed, with the details already in it.

Approving something

Approving is one action on the item's file. You read what the desk has prepared, you either approve it or change it, and it goes.

What the desk may do without asking is set in the permission panel, which lives under What the desk may do in the account menu. Anything you have not allowed is put in front of you first. That is deliberate: the desk does not make decisions with legal consequences on its own authority. It prepares, and you approve.

A row that fails does not disappear. If something cannot be completed — a site refuses access, a form needs a code from your phone — the row stays on the desk with the reason attached and the step handed to you. Nothing fails quietly.

What happens out of sight

The list moves because of the daily run. Overnight and through the day, the desk checks what is due, prepares what comes next, sends what is allowed, chases what is overdue, and watches the expiry dates that are still weeks away. You see the result on Today the next time you look.

If you would rather say something than click something, the chat companion reaches the same desk.