Daily Operations
Operations views help teams run tasks across multiple spaces without opening every task editor.
Choose the right view
| View | Use it to |
|---|---|
| Home | Review approvals, failures, recent runs, usage, and shortcuts |
| Inbox | Handle approvals, rejections, failures, and other items that need a person |
| Task list | View task state and destination space in one list |
| Board | Review tasks grouped by state |
| Calendar | See scheduled and completed runs by date |
| Run history | Investigate one run in detail |
| Outputs | Review generated documents, messages, records, and files |
| App integrations | Check and update external connections |
Some workspaces let you choose the default home view. On mobile, primary views appear in the bottom navigation and other views are under More.
A daily review
- Check approvals and failures in the inbox.
- Investigate failures and retry after fixing the cause.
- Review today’s expected runs in the calendar.
- Confirm that important outputs were created correctly.
- Pause obsolete tasks and update owners or connections after staffing changes.
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