Workbook
Organize your assigned work, signatures, personal notes, and performance.
Workbook is your personal working area inside the selected workspace. Open it from the header shortcut. Its main menu is My work, Approvals, Notes, and Metrics.
| Destination | Use it for |
|---|---|
| My work | A consolidated queue of items assigned to you across supported apps. |
| Approvals | Steps awaiting your signature and the requests you submitted. |
| Notes | Your working notes, folders, and promotion to a case record. |
| Metrics | Your work measures; authorized supervisors can inspect team/analyst views. |
Start the day
Check My work for due and overdue items, then Approvals for reviews waiting on you. Open the underlying record to perform the actual investigation or decision. Keep working notes linked to their context and verify changes in the owning app before considering the task complete.
The queue’s personal snooze/waiting controls organize your attention. They are distinct from an alert’s governed hold or a case’s status. A personal note is also distinct from a shared case record.
Switching workspaces changes the work context. Confirm the workspace before opening a deep link, promoting a note, or reviewing a signature.