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Kyloth

Run Today, follow-ups and workload

Name the next action, its owner and its deadline, then check what actually remains open.

Approved preview
These instructions are for users with approved preview access. Reading them does not enable a workspace or open public signup. Check each guide for current limits.

Where: Desk, Today & follow-ups; Workload; customer or deal details

  1. Open a customer or deal and choose New follow-up. Enter the action, owner and deadline in India time. Starting from a deal keeps that deal link.
  2. Use Today & follow-ups to find due work. Today covers the India day; Overdue includes earlier deadlines, including earlier today. Upcoming begins tomorrow.
  3. Choose Needs an owner to find pending follow-ups assigned to people who have left this workspace. Open a follow-up, choose a current member and save. Reload the list: reassigned work leaves this view. A person belonging to another workspace does not count as a current member here.
  4. Open the task to Save / reschedule, Complete follow-up or Cancel follow-up. Closed tasks keep their deadline and outcome history. Create another task for a new promise.
  5. In Workload, choose My work or Needs assignment. Owners and admins can choose Team. Select Customers, Open deals, Follow-ups or WhatsApp, then open a record to act with your existing permissions.
  6. Save a named view to keep your filters privately in this workspace. A saved view shows current records; it does not freeze an earlier report. Clear filters to return to the wider list.

Reminder ready means a due reminder has been saved inside Desk. It does not mean an email or WhatsApp message was sent. Reload to see current reminders. Rescheduling replaces the old reminder's relevance; a stale task editor must reload before saving.

Workload totals cover all pages in the selected ownership scope. Customer and deal lists exclude inactive customers and closed deals. A Team view needs current manager access even when its saved link still exists.