Topics

A Topic is the case file for one matter: the people and conversations involved, what Zinley learned, decisions made, and work still open.

Find the state of a matter

Topics separate work that is active, waiting, or done. Filters help answer whose move it is without reading every interaction.

Each card summarizes the matter, people and channels involved, latest activity, and current state. Open it when you need the source threads or want to act.

Inside a topic

• Threads connect the calls, email, and messages around the matter.
• Timeline orders the material events and actions.
• Findings keep useful research or extracted context.
• Pending work shows decisions, commitments, questions, and follow-ups.

A topic summary is a navigation aid. Use the relevant thread or receipt when exact wording matters.

Resolve what is pending

Depending on the item, you can answer, approve or reject a proposal, mark it resolved, snooze it, or stop surfacing it. Because Home, Brief, and Topics reference the same underlying work, resolving it should update those views too.

Use Ask me first when Zinley proposes an external action. Check the recipient, material details, and boundary before approving it.

Continue the work

Give Zinley a plain-language instruction inside the topic so the existing people and history stay attached. Name the outcome and boundary again when the new action has external consequences.

For email, ask Zinley to prepare a reply or new message, review the draft, then send or approve it according to your authority setting.

Topics and Calls & Emails

Continue with Decisions & follow-ups, Calls & Emails, or Authority & approvals.