Overview: what needs your attention

Outcome

You recognize Overview attention rows, know what they mean, and land via the row link (direct link) on Open Requests, Pending Actions, or the Invoice Queue: without hunting through the board.

Who it's for

Planner / admin

Prerequisites

• Permission to view Overview and Shifts
• Some live data helps: empty queues hide themselves

Steps

1. Open Overview in the sidebar. After sign-in, planners and admins land here: the home screen shows what is waiting on you, plus the KPIs.
2. Find the attention block. Each row shows a title, a count, often an age band (under 24 hours / 1–3 days / older), and a link into Shifts with the matching tab and filters. Rows with zero work do not appear.
3. Typical rows that open Shifts (product labels): “Shifts need assignment” → Open Requests. “Pending assignment” or “Pending request” → Pending Actions. “Change requested” → Pending Actions. “Disputes require review” → disputes. “Pending verifications” → hours waiting for approval. “Awaiting invoicing” → Invoice Queue for approved hours not yet handed to billing.
4. Click a row. You land on Shifts on the matching tab. Overview scopes the queue; you act on the Shifts board. Pending time-off or document-review rows may also appear: those go to time off or document review, not Shifts.
5. Use Overview daily to prioritize (oldest or critical first), then go deeper in this cluster: board and views, create and assign, status confirmations, breaks, and approve hours through to the Invoice Queue. For a short first win, “Planning the first shift” stays in Day-to-day planning.