Action Item Checklists
Execution tasks corresponding to your data access level profile
Team Reporting Ledger
Syncing hierarchy matrix...
Active Engagements Tracker
Reading deployment matrices...
| Task Title | Status | Priority | Assigned To | Next Task |
|---|
Deal Pipeline
A Kanban-style board for tracking deals. Only Admins can move a deal to a new stage.
Outreach Tracker
Track early product pitches without cluttering formal forecast models
Master Identity Registers
Central core directories tracking structural neutral entities and contacts
Neutral Master Entities
Master Contacts Ledger
Master Offerings
Payable Task Templates
Each row = one revenue type under an engagement (e.g. "Meeting", "POC"). Add consultant lines (Tier 1/2/3) after creating.
Master Consultants
Live Engagements
Requirements & Partner Exploration
Needs identified before a partner is locked. Add candidates, then Accept one to spawn a real Engagement.
Settings
Org-wide configuration. Admin only.
Timezone
Used to convert timed task due-times into the correct UTC instant on the calendar feed. Any IANA timezone name (e.g. Asia/Kolkata) — validated server-side.