Workboard · Daily work

Work your queue

The Workboard is where a Story Guide reviews the people, calls, messages, and assignments that need action.

Daily path:Home → Workboard → search/filter → person → review → next step
1

Start with the attention items

Open Home first, then choose the Workboard shortcut or open it from the menu. Use the work that is due or waiting instead of scanning every person.

Home → Workboard
2

Search for the person

Use the Workboard search and filters to narrow the queue. Search by person when the work is connected to one student or participant.

Workboard → search / filters
3

Choose the work type

Choose Review calls for call-related work or Review assignments for work and feedback. Use People when you need the complete history.

Review calls / Review assignments
4

Complete the work and leave the handoff

Read the relevant record, make the update, add the note or feedback another person needs, and confirm the next owner or due date before leaving.

Update → save → next step
Do not start in the wrong place: Workboard is for active work. Use People for directory and record history, and Programs for program setup.
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