Home

Home

Home is the first page you see after signing in. It answers three questions: how your part of the business is trading, what has run while you were away, and what is waiting on you. It is a starting point rather than a working page: every section links through to the place where the work is done.

If you are setting up a new workspace, start with Get started instead.

Top to bottom, Home shows:

1. A greeting and one sentence on your sales and the tasks waiting on you.
2. Projects, the projects in flight.
3. The Ask about this workspace bar, which opens Twelfth AI.
4. Routines, a timeline of what has run and what runs next.
5. Top tasks, the work assigned to you, due first.
6. Target risks, only when a category is on course to miss its sales target.

On a wide screen, Projects and the Ask bar take the left column, with Routines and Top tasks beside them. On a narrow screen they stack in the order above.

The opening sentence

Home opens with a greeting, then one sentence about your sales, for example:

Good morning, Sam. So far this week Gaming has done $48,210 inc GST — up 6.2% on the same days last year. 3 tasks are waiting on you today.

Which sales, and over what period

The figure is sales from your connected trading data, for the most recent week it holds. The words at the start tell you which period you are reading:

Beside the figure is its tax basis, such as “inc GST” or “ex GST”. After it comes the change, up or down by a percentage. When there is nothing to compare against, the change is left out.

If your workspace has not connected a sales data source yet, the sentence is left out and Home opens on the greeting and your tasks.

What it is compared with

By default the figure is compared with the same period a year earlier. While the week is still open, it is compared with the same days last year, not the whole week, so a Monday is not read as an 80% fall.

When more than one comparison is available, the comparison phrase is underlined. Select it to choose another:

Your choice is remembered in this browser. If the comparison you chose is not available, for example because a new week has started, Home goes back to last year.

The breakdown

Hover over the figure for the detail behind it: the dates of the week and the date the data is up to, the same week last year, last week, the four-week block, and the split by remit, each with its change. The split lists up to eight remits and says how many more there are.

Select the figure to open the trend in Performance.

Whose sales

The sentence names who the figure covers:

• One or two remits are named, for example “Gaming” or “Gaming and Electrical”.
• More than two reads “your 3 remits”, for example. Hover over it to see the list.
• In the All view, it reads your portfolio, because the figure covers the whole business.

Tasks waiting

The sentence ends with how many tasks are assigned to you and still open: “3 tasks are waiting on you today.” Select the count to open Tasks. When there are none, it reads “No tasks are waiting on you today.”

Projects

Projects lists up to six of the live projects you can see. See all opens the full Projects page. With nothing open, it reads “No projects in flight.”

Each row shows:

• the project’s name, or the supplier’s name and logo for a supplier project, with the remits or categories it covers;
• a chip when an approval is waiting on you;
• a chip such as “2 tasks past due” when tasks in the project are overdue, or how the project ended;
• the next due date, when it has one;
• its current stage, with a dot for each step, and its progress;
• when it was last touched.

Select a project’s name to open it.

Ask about this workspace

Under Projects is a bar labelled Ask about this workspace. Select it to open Twelfth AI in a panel beside the page, with your workspace as the subject. You type in that panel, not on Home, and the panel stays open as you move to other pages. See Twelfth AI & chats.

If the AI service cannot be reached, the bar is greyed out and a note under it says why.

Routines

Routines shows the routines you own and the routines shared with the whole workspace, up to eight. Routines that need a look come first: one whose last run failed, then one that was paused for a reason, then the rest by when they next run. See all opens the full Routines page.

Each routine has a row on a shared timeline. The timeline runs from a point in the past, through today, to a week ahead.

How far back

Choose how far back the timeline reaches:

The stretch since your last visit is shaded, and a line marks when you were last here. Home opens on Since last visit when it can, and on 1w otherwise. Your last visit is recorded per workspace, in this browser.

Next to the options, a short line sums up what you missed, for example “4 runs since your last visit · 1 raised work · 1 failed”, or “Nothing has run since your last visit”. Hover over it for the time of your last visit, in Melbourne time.

Reading the timeline

Each dot before today is a run. Its colour says how the run went: Raised work, No action needed, Partly checked, Run failed, or Running. Runs since your last visit have an outline. Hover over a dot for the result, the date and the run’s summary. Select it to open that routine’s runs.

Dots after today are runs still to come. The filled dot is the Next run. Select one to open the routine.

A paused routine has no future runs, and its row reads “Paused”, with the reason when one was given. A chip such as “2 open” counts the open tasks from that routine that are yours. Select a routine’s name to open it. The line for today and the day columns follow Melbourne time.

Before you have any routines

With no routines yet, the section explains what a routine is and offers New routine, plus example routines you can start from. Selecting an example opens the routine builder with that sentence already filled in.

Top tasks

Top tasks shows up to eight of the open tasks assigned to you. Tasks with a due date come first, soonest first. Tasks without one follow, newest first. See all opens Tasks and shows the full count, for example See all 12.

Snoozed tasks are left out until the snooze ends. When nothing is waiting, it reads “No tasks waiting on you.”

Each row shows the task type’s icon, the title, and where the task came from: the routine or project that raised it, or Chat, Manual, Added, or twelfth for work Twelfth raised from your data. It shows “4 flagged” when lines in the task have been flagged, and when it is due. Select a row to open the task.

The colour of the row shows how urgent it is. Days are counted in Melbourne time.

Target risks

If your workspace tracks sales targets in Performance, Home can show Target risks at the foot of the page. It lists each category projected to finish the month short of its sales target. For each one it shows the projected shortfall, the outlook at the current pace against the target, and a suggested next step. Pace does not allow for seasonality.

Select a category or the next step to open it, or Performance to see all targets. When no category is at risk, the section does not appear. See Sales and performance targets.

Me and All

Owners and admins who also hold their own remits see a Me / All switch in the app header. Buyers do not see it, because what they can see is already their own remit.

Top tasks only ever shows tasks assigned to you, whichever view you are in. The choice is remembered in this browser and applies on other pages too.

Asking Twelfth AI

Twelfth AI reads the same figures as Home. Some questions to ask from the Ask about this workspace bar:

• “Why is Gaming down on the same week last year?”
• “Which of my overdue tasks should I do first?”
• “What did my routines find since Friday?”

If a figure in an answer does not match Home, check the Me / All view and the comparison chosen in the opening sentence first. Both change what is counted.

For a fuller morning read, see your Daily briefing.