Workspace reset point
No guided workspace setup yet
The app does not have enough launch context yet, so the dashboard is still operating without a tailored path, readiness signal, or first action queue.
Start guided onboardingFirst Action Sequence
Start with this
A short sequence for the next practical move, based on the setup context available today.
Start guided onboarding
The first action sequence cannot become specific until the workspace has your guided setup answers.
Capture launch direction
Goal, capacity, and niche choices are what make the later action queue credible instead of generic.
Generate the recommended path
Once setup is complete, this surface will turn into a real action plan instead of a placeholder.
Recommended lane
Personalized path pending
A more specific lane appears after guided setup begins.
Work areas
Where to go next
Open the workspace area that matches the task you are ready to finish.
Start guided onboarding
Set the CPA context, goal, and capacity that will drive the launch queue.
Preview first 10K playbook
See the revenue workflow that the command center will feed once your setup is in place.
Review the next-step queue
See the order of work the dashboard will surface once the setup starts taking shape.
Open workspace overview
Inspect the fallback command-center view before the launch context is fully configured.
Staff Workflow
Workload and assignment posture
Sprint 8 starts turning the daily queue into a light operating board for staff load, client tasks, and review ownership.
Open
3
Waiting
3
Signed off
1
Operations lead
2 review2 open - 0 waiting - 0 signed off
Founder
1 review1 open - 1 waiting - 1 signed off
Client contact
0 review0 open - 2 waiting - 0 signed off
Solo workload mode
Review Control
Tasks needing review or sign-off
Review control stays close to client work so assignment, waiting states, and sign-off are visible from the operator queue.
Prepare quarterly estimate review
Marco Santos - Founder - In 3 days
Pull the latest revenue snapshot and prepare a short recommendation note before the call.
Request the missing contribution support
Paula Reyes - Operations lead - Today
Escalate the missing support request and set a hard confirmation time before the filing cut-off.
Review submitted BIR registration copy
Alyssa Mendoza - Operations lead - Today
Review the uploaded copy and request a sharper rescan if the current document is incomplete.
Check if filing can proceed with partial support
Paula Reyes - Founder - Tomorrow
Review the partial submission and decide whether the client needs a formal risk notice.