Morning Brief

Use this topic for daily operational summary.

Before you start

  • Use the correct company and an active account with permission for this workflow.

Where to go

Workspace → Morning Brief

Audience

Business owners and operations managers.

Permissions

  • Only business owners and authorized operations managers may manage this view.

Actions

Review priorities
Use Review priorities to support daily operational summary.
Open source item
Use Open source item to support daily operational summary.

Statuses

Urgent
The record is currently urgent.
Due today
The record is currently due today.
Upcoming
The record is currently upcoming.

Workflow

  1. Open Morning Brief.
  2. Review the record and its current status.
  3. Choose Review priorities and confirm the result.

Expected outcome

Read the current saved state in the workspace after the permitted action; Help does not perform or verify the action.

Troubleshooting

An expected item is missing
Check the source item date, assignment, and current status