Workflow
Tasks & Activity
Every task and action created from the portfolio and account views is recorded here. Data is stored locally in your browser so the prototype behaves like a real workspace.
Open tasks
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Overdue
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Due in 7 days
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Completed
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Activity entries
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Activity trail
A chronological record of every action taken in the workspace — the audit trail a CS leader would expect before trusting an AI-assisted recommendation.
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