What it is

Your client list, with those needing attention at the top and the rest collapsed into one line.

Why use it

With eighteen clients, an alphabetical grid means scanning eighteen cards to find the two that matter, every time.

Steps

1. Read the summary line across all clients.
2. Work through Needs you. Each entry says why.
3. Press Open to work inside a client workspace.
4. Press New client to provision one. They never see a signup form.

What happens next

When you open a client, everything you do is scoped to that client and recorded against your name. The client can see it.

Common problems

A client shows Request access instead of Open.

They have chosen to approve each visit. Ask, and they will see the request.