What shows up
Accepted risks come back with · revisit due when it’s time to look at
them again.
Filter and organize
- Tiles at the top (Overdue, Due this week, Risks to mitigate, Documents need action, Drafts to finish, Inputs needed) filter the list when clicked. Click again to clear.
- Everything / My items switches between your whole workspace and items you own.
- Group: Due date sorts rows into Overdue, This week, Later and No date. Group: Study groups them by Study.
- Type filters to one kind of row. Search work searches titles.
Set due dates and owners
On submittal-item rows (risks, filings, decisions, gaps):- Click the date, or Set date, to set a due date. 📌 marks a date you set by hand.
- Click the owner, or Assign, to pick a teammate. Assigning someone also subscribes them to comments on that item.
Calendar view and calendar feed
Switch to 📅 Calendar to see dated items on a month grid. Items without a due date stay in the list view. To see your dates in Outlook, Google Calendar or Apple Calendar:1
Get your feed link
In the Calendar view, click Get your calendar feed.
2
Subscribe in your calendar app
Click Copy link, or Copy webcal link for Apple Calendar and
Outlook desktop. Then:
- Outlook: Add calendar → Subscribe from web
- Google: Other calendars → From URL
- Apple: File → New Calendar Subscription