Workspaces

Tasks

Tasks is where your day starts — a short, prioritized Now / Next list of the actions that actually move work forward, pulled together for you so you don't have to assemble it from email, files, and memory.

How the list is built

A plannerruns automatically on weekday mornings (around 6:30 a.m. firm time) and assembles your list from across Ventura: BD follow-ups due, client files that are exposed, meeting action items, firm-review prompts, and touches owed to relationships. Now holds the few things that matter most today; Next is everything queued behind them.

Working the list

• Complete a task when it's done; it drops off and the list re-ranks.
• Edit a task to fix its wording, due date, or priority.
• Snooze something that isn't for today — it returns when it's relevant.
• Most tasks carry a source link back to the engagement, pursuit, or meeting they came from, so you can act in one click.

Where tasks come from

Auto-captured email and meeting activity, BD cadence (relationships and pursuits that are due for a touch), client file health (a file with no next action or a slipping deadline), and prompts you create during the firm monthly review all feed the same list — so one place reflects the whole firm's follow-through.