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Run your business · Today

Today

Work the Today queue

Use Do, Approve, Decide, and Consider to choose the next useful action.

Updated September 13, 2026 1 min read

Open Today and start with the first item whose owner and next action are clear. The four sections help you choose the right kind of attention.

Use this when

  • You are starting a daily operating review.
  • Several teams need to coordinate around one customer or deal.
  • A work item is overdue or waiting for approval.

How it works

  1. Read Do for work someone can complete now, such as a reply or overdue task.
  2. Read Approve for a prepared send, invoice, or update that needs permission.
  3. Read Decide for an ambiguous contact, exception, or missing business choice.
  4. Read Consider for optional recommendations and signals.
  5. Open the linked record, take the action, and verify the resulting receipt.

What success looks like

The item leaves its current section or shows a new due date, owner, or recorded result. If an action is still uncertain, it remains visible for reconciliation instead of being silently marked complete.

What to know

Today uses the same records as Work, Sales, and Customers. Use those areas when you need broader filtering or editing.

Next: Open Work, or learn how approvals protect sends.