Focus

Where to find it: Sidebar > Work > Focus (this is also your landing page after login)

The Focus page is your daily home base. It answers the question: “What do I need to do right now?”

This page is hidden for the Accounting role.

Two Modes

Focus has two modes, depending on your role:

My Work (Everyone)

This is the default view for all users. It includes:

Start Working — Jump straight into logging time. You’ll see shortcuts to recent tasks so you can quickly pick up where you left off (“Jump Back In”).

My Tasks — A prioritized list of work items (assignments) assigned to you for the current week. Items are sorted by priority so the most urgent work is at the top.

Completing items — Click the checkbox on a work item to mark it done. If the item is linked to a task, a time-logging modal opens automatically so you can capture your final hours and notes before closing it out.

Team & Business (Managers and Admins Only)

Below the personal section, managers and admins see an additional panel:

Financial Health — Real-time view of “Ready to Bill” (unbilled work in progress) and “Total Pipeline” (value of active and proposal projects).

Operational Risk — A count of overdue deliverables that need attention.

Upcoming Milestones — Milestones due in the next 14 days, grouped by project with client context. These come from milestone dates set on task lists.

AI Insights — On-demand analysis of priorities and financial questions. Click to load — it’s not pre-loaded, so the page stays fast.

In Personal Mode, the Team & Business section is hidden.

Tips

• Focus loads fast because the AI features are lazy-loaded — they only activate when you click them
• If your task list looks empty, check that you have assignments on the Workload planner for this week
• The “Jump Back In” shortcuts show your most recently used tasks, so they get more useful over time