You own three follow-ups and three more are waiting on clients. I created three calendar events and kept each date on the action it belongs to.
↳ Actions linked to the right clients · 3 calendar events created
You own three follow-ups and three more are waiting on clients. I created three calendar events and kept each date on the action it belongs to.
↳ Actions linked to the right clients · 3 calendar events created
The meeting ended. The promises did not disappear with it.
Northstar’s figures are marked received, and the linked item is now yours: update the forecast Monday morning. The other clients were untouched.
↳ Northstar · waiting resolved · owner and Monday date updated
Meeting Actions remains the source for the promises. Client Pipeline now carries the client-specific next steps, and Calendar created the three requested events.
Six promises keep their owner, date, client, and waiting state.
The three owned follow-ups are visible beside the accounts they belong to.
Only the three follow-ups you named were sent to Calendar.
Created after your request↳ Meeting Actions → Client Pipeline → Calendar · every promise keeps its owner
Your Northstar forecast is first, followed by the two original follow-ups. Two client-owned items are still waiting; the resolved figures are not cluttering that list anymore.
Six actions retained their client, date, and source note.
Northstar’s response moved one item to your Monday list.
Owned work and genuine waiting items open separately.