Find decisions & follow-ups
Zinley does not put work that needs you in a separate Inbox screen. Decisions and overdue follow-ups stay attached to the matter they belong to, then surface where you are most likely to review them: Home, the Brief, and the related Topic.
What needs you
Two kinds of open work deserve your attention:
| Item | What it means |
|---|---|
| Decision | Zinley needs your answer or approval before it can continue. |
| Follow-up | A commitment is due or overdue and needs another move from you or Zinley. |
Work that is still waiting normally remains visible in its Topic and in the Watching section of the Brief. It should become a decision only when your input is actually required.
Where to review it
- Home gives you a quick count and the most important pending items.
- Brief collects current decisions, watching items, and what Zinley already handled.
- Topics holds the full context, source interactions, and controls for each matter.
These views point to the same underlying work. Resolving or approving an item in its Topic should also clear it from Home and the next refreshed Brief.
Before you approve
Open the related Topic and check:
- the person or organization involved;
- the exact action Zinley proposes;
- any price, date, recipient, or commitment;
- the boundary that applies;
- what will happen after approval.
Use Ask me first for new or sensitive work. Use Go ahead only after the audience, acceptable result, and escalation rule are predictable. See Authority & approvals.
After Zinley acts
Use the Topic for the matter-level history. For the underlying call or email receipt, open Calls & Emails.
New account? Home and the Brief can be quiet at first. Decisions and follow-ups appear as Zinley handles real work and encounters something that needs you.