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Help last updated 8 November 2026

What needs you today, across every client. Six groups: Start here, email waiting, what is waiting on you, what is blocked and why, clients to watch, and overdue invoices. It also summarises what changed since you last looked.

The email group is a count and a link rather than a list. The emails themselves are on the Email tab under My Tasks, because answering one is work and belongs where the work is.

It is off unless a company switches it on under Settings, then Features, and then it is in the menu for everyone in that company. Reaching it while it is off sends you where you would have landed anyway.

Anyone signed in can open it, and it narrows itself to the person rather than refusing them. The task groups only ever show your own assigned and owned work. The two company-wide groups, clients to watch and overdue invoices, come back empty for somebody who is not an admin.

Empty groups say so quietly instead of disappearing. It describes rather than recommends: it will say a task has been stuck in review for nine days, or that five thousand four hundred dollars is past due, and leave the decision alone.

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