Skip to content

All the guides

Deal with Act now

For Manager, Owner

  1. Act now on Today lists what has expired, lapsed, gone red or overdue, people at risk first.
  2. Tap a line’s button to open it beside Today. Allocate gives it to someone: pick them under Allocate to.
  3. Open where it lives takes you to the register or check itself.
  4. A check you can’t get to today: in Due today, tap ••• beside it, then Not today. It moves to the next weekday in its week.

When it’s done

An allocated line shows its new owner. A line you dealt with leaves Act now.

If it doesn’t work

  • There’s no Not today: the check has no later weekday left in its week, so it can’t move.
  • A line won’t leave Act now: the thing behind it still needs doing, such as an expired certificate. Fix it where it lives.
Act now on Today, with Allocate on an unowned line.