Open My Work from the left sidebar. It is a single scroll of every open task and follow-up assigned to you (or created by you), grouped into four time-based sections so you always know what needs attention first. It replaces the old multi-view, multi-toggle queue with one quiet list. The header reads "My Work" followed by the line "Everything you committed to do, drive it to zero." and a link across to Notifications for the things that are only yours to know.

Above the four date sections, My Work surfaces short lanes of work that arrived on its own rather than being written down by you. A lane appears only when it has something in it, so an empty lane never takes up a line, and a row leaves its lane as soon as you deal with it. Needs you and Needs linking can each be switched off in My Work preferences; Shared work has no toggle, because an obligation the whole team shares should not sit behind one person's setting.

In Needs you, each row carries a single primary button, labeled for the job it is: Review, Reply, Answer, Resolve, Approve, Link, Fix, or a plain Open. Clicking it does two things at once: it takes you to where the action actually happens, and it clears the row from the lane, so something you have already handled never sits there waiting a second time. A short line under the title tells you why the row is on your plate now, such as when it was assigned to you or how close its deadline is. On the occasional alert with nowhere to open, the button is left off rather than pointing nowhere. The lane shows a page of rows at most, so once it is full a line underneath reads "More may be waiting. Act on these to see more." It states no number on purpose: a full lane cannot tell how many more there are, so it does not guess one.

Needs linking lists recordings that finished without a home. Each row shows the file name, which provider it came from and whether it is a recording, a transcript, or a summary, and the date it was Added (when the CRM pulled it in, which is not necessarily the day of the meeting). When a summary is available, a one-line lead tells you what the meeting was about, so you can file it without opening anything. See Recordings & transcripts for the full picture.

The lane loads a page of recordings at a time. When more are waiting than it loaded, a muted line under the header says so with a real count, such as "Showing 20 of 63. Link or dismiss these to see more." When any of the recordings on screen are yours to file, that line also reminds you that dismissing moves a recording to the Archived tab in Recordings, where you can restore it.

Instead of switching between bucket tabs, My Work shows all four sections at once in a fixed priority order. Every section header carries a live count, so you can see "3 overdue · 5 today" without clicking anything:

Click any section header to collapse or expand it. A collapsed header still shows its live count, so a section never hides how much is in it. Your collapse state is remembered for the rest of your browser session, and which sections a fresh visit starts expanded is yours to set in My Work preferences (out of the box, Overdue, Today, and Upcoming open and Anytime starts collapsed). An empty section does not disappear: it shows a thin line such as "Nothing overdue. You're all caught up." so the layout never jumps around.

When there is genuinely nothing left, the whole page shows one calm "You're all caught up." with the line "Nothing needs your attention right now." That is a claim about the whole surface, so the page makes it only when it can stand behind it:

The My Work item in the sidebar, and the My Work tab on mobile, carries a number for the work that is overdue or due today. That number is deliberately narrow: it is the pile you are meant to drive to zero, not a tally of everything the page holds. The side effect is that a day with nothing due would leave the item looking empty while the page still has rows on it. So when the number is zero and there is still something to open, the item carries a small dot instead. The dot states no number on purpose, because it is a presence signal rather than a count, and the number and the dot never appear at the same time.

Two things deliberately do not light it. Needs you rows do not, because every one of them is also an unread notification, so the Notifications bell is already carrying a dot for you and a second one would say nothing new. An activity that is undated or due later does not either; the no-deadline check above is tasks only.

Every row has a clearly labeled Mark done button in its trailing block, right after the due date. It reads as a real button, text plus a check glyph, so there is never any doubt about which control finishes an item. On a narrow screen the word gives way to the check glyph alone to keep the row intact, and the button keeps its Mark done name for screen readers and voice control. Click it once to mark the item done: it shows the check optimistically, the row drops out, and the section count decrements immediately; if the request fails, the change rolls back and a toast lets you retry. The same labeled button appears in the item's peek footer, and the success toast reads "Marked done", so completing always looks and reads the same.

Completing never traps you and never loses what happened. The success toast carries a one-tap Undo — so an accidental complete is always reversible — and, for a task or follow-up, an Add outcome action (an activity row is already the record of what happened, so it just gets Undo). Add outcome opens the activity composer pre-filled with the item's contact and defaulted to a note; switch the type to Call to capture the call result. You record what happened in a couple of taps. From the same panel you can schedule the next follow-up — pre-suggested whenever you log a call, email, meeting, or note, so "always have a next step" is the default and skipping it is the deliberate choice. All of it is optional: ignore the toast and the item is simply done. Logging an outcome no longer lives in the snooze menu — it is part of completing.

Clicking the body of any row opens a fast in-page peek — a slide-over panel on the right (a bottom sheet on mobile) that shows the item's details over the still-visible list. The panel opens instantly: the header, status, and schedule appear the moment you click, drawn from the row you already see, and the rest of the details fill in a beat later. You never wait on a blank screen. Skim it, update it, mark it complete, snooze it, or remove it, then close the peek and you are exactly where you left off — same scroll position, same filters. It is the fast way to deal with an item without losing your flow through the rest of the queue.

The peek is a calm reader, not the full editor. It shows only what you need to act: the title and type, status, who created it and when, any notes, the due date, the schedule and reminders, the assignee, links to the related record, and a Comments thread for updates. It deliberately leaves the heavier machinery — subtasks, dependencies, time estimates, attachments — to the full record page, so the quick view stays quick. When you do need everything, the peek's Open full record action takes you to the complete editing page.

The peek is shareable and linkable: opening one adds ?peek=task:… (or ?peek=activity:…) to the page URL, so a refresh re-opens the same item and you can paste the link to a teammate. Closing the peek removes only that part of the URL — your scope, filters, and section state are preserved. Pressing Back simply closes the peek rather than leaving the page.

Every item's peek has a Comments thread — for follow-ups, calls, emails, meetings, and notes as well as tasks. This is how you add an update to a piece of work without changing its status or due date: jot what is happening, leave context for whoever picks it up next, or record a quick decision. You can edit and delete your own comments; each shows its author and a relative timestamp.

Type @ in the composer to mention a teammate. A picker of your organization's members appears (a full-width sheet on mobile); choose someone and they are highlighted in the posted comment and notified — the mention shows up in their Notifications bell under the Mentions tab, with a link straight back to this item's peek. You can only mention people in your own organization.

The peek's Schedule section lets you set the due date and time, and add reminders that notify you a chosen amount of time before the due time — exactly like Google Calendar. Pick an offset from the list (At time of event, 30 minutes before, 1 hour before, 1 day before, 1 week before, or a custom amount), and add up to a few reminders per item. The hint under the editor reads "Notify before the due time". Make your changes and tap Save; the reminder fires from this offset every time, and changing the due date re-arms it automatically.

Done (the labeled Mark done button) is the everyday way to clear finished work off your list. But sometimes an item should not exist at all — a duplicate, a mistake, something that turned out to be irrelevant. For that, the peek's ··· menu has a distinct Delete action.

Each row has a ··· menu that collects every single-row defer action in one flat list (no submenus). On mobile, a swipe-left on the row is the fast path to snooze. The ··· menu's presets are:

Snoozing a Today item to This evening keeps it in the Today section — it simply re-orders below the rest of today's work rather than jumping to a different bucket.

The old persistent Reschedule all button is gone. In its place is a Gmail- and Superhuman-style multi-select: pick exactly the rows you want, and a contextual action bar appears with everything you can do to them. Selection is a distinct gesture from completing— the leading checkbox only ever means "select," while completing lives on the labeled Mark done button, so picking items for a bulk action never risks completing them by accident.

As soon as you select something, a floating action bar appears centered along the bottom of the screen (above the mobile bottom nav and safe area) and stays put while you scroll. It shows "N selected", a small clear (×) control beside the count (or press Esc), a Select all N option whenever the list still holds rows you have not picked, and the bulk verbs:

Some notifications are not just events — they require an action only you can take (an approval request, an agent question, an RSVP, a verification step). On those rows in the Notifications inbox, a Save as task button creates a durable task in My Work that deep-links straight to where the real action happens. The same button, with the same label, is offered on the Needs you lane at the top of My Work. The notification is archived once converted, so it stops cluttering your inbox but the work itself can never scroll away. Converting the same notification twice updates the existing task rather than creating a duplicate.

It appears only on the alert types that can become a task, and only for a role that can create tasks. Saving as a task is deliberately a choice, not the default: most rows in the Needs you lane are handled in one click on their primary button, and only the ones you want to keep on your list past today need to become a real task.

My Work defaults to Mine for everyone — the page only ever shows your own work first. Managers and admins also get a Mine | Team toggle in the header to switch to the team's queue when they need the wider view; which of the two it opens on is the Default scope you set in My Work preferences, and that is Mine out of the box. Reps and individual contributors see only their own work and have no toggle. Read-only (view-only) users see the team's work as a list with all the complete, snooze, and convert controls hidden.

A single + Filter control lets you narrow the scroll by Type (Task, Follow-up, Call, and so on) and by whether an item is a follow-up. Managers viewing the Team scope also get an Assignee filter. Filtering happens instantly over the work already on screen — no extra loading. A Clear filters control appears whenever a filter is active, and a distinct empty state tells you when a filter (rather than an empty queue) is hiding everything.

Esc works in priority order: if you have rows selected it clears the selection first; otherwise it closes the open peek (returning focus to the row you opened it from); otherwise it closes the help sheet.

My Work is built for one-handed use on a phone, not just shrunk to fit. The swipe verbs are additive rather than the only way in: everything a swipe does also exists as an always-visible control on the row — Mark done and the ··· menu — and those controls are what a screen reader reads and activates, so no row action is gesture-only. Pull-to-refresh is the one gesture with no button behind it — reloading the page does the same job.

When you focus the comment composer to add an update or @mention a teammate, it lifts above the keyboard and the @mention picker opens as a full-width panel rather than a fiddly floating popover. Primary actions sit in the bottom thumb zone, clear of the home indicator and the bottom navigation, with comfortably large touch targets throughout. If you have reduced-motion turned on, the swipe and sheet animations snap instead of following your finger.