The five buckets
The queue sorts everything into five buckets in a fixed order:
- Overdue. Past due. This bucket hides itself when it is empty.
- Today. Due today.
- Upcoming. Due in the next 3 days.
- At Risk. Transactions nearing close.
- Needs Follow-Up. Stale leads.
Every item shows what it is (a contact, a transaction, or a task), a due phrase such as "overdue by 3 days", "due today", or "due in 2 days", and a priority chip when one is set.
The Today queue is available on plans that include timekeeping.
Work an item
Each item offers the actions the row shows:
- Complete marks the item done.
- Snooze moves it forward: 1 day, 3 days, or a custom date and time.
- Open jumps to the contact, transaction, or task.
Some item kinds only support Complete.
Add a quick task
Add Task opens a quick dialog:
- A title.
- A due date and time. It defaults to tomorrow.
- A priority: normal or high.
- An optional linked contact. The search filters as you type.
Start here every morning
Open the Today queue first and clear Overdue before anything else. Overdue work is the work you are already late on.
Two more things worth knowing. Refresh re-reads the queue. When everything is done, the queue shows an all-clear state.
Timekeeper settings live under Settings.