The Workload queue

What the Workload queue is

Every decision you act on becomes a plan, and every plan is broken into steps: sending an email, running a call script, filling in a tracker, and so on. Once you have more than a couple of decisions in motion, that means more than one step list to check. The Workload queue collapses all of it into one place: every step, from every plan you currently have running, sorted by how soon it needs your attention.

Verinode does not decide what you should do first. It reads the due date and status you already committed to on each step and lays them out in order of urgency, most overdue at the top. You still choose what to clear and in what order.

This is deliberately narrower than the full plan view. Workload does not show every step on every plan you have ever started, only the steps that are overdue, due soon, waiting on someone else, or finished recently. Steps that are further out simply do not appear yet, because surfacing everything due a month from now would bury the things you actually need to act on this week.

Where to find it

Workload opens from the header of two pages: Action Plans (/actions) and Decisions (/decisions). Look for the Workload text link at the top right, next to Triage Log. Click it and Workload opens as a card layered on top of whatever you were looking at, with the eyebrow Decisions and the title Workload at the top. You do not lose your place on the underlying page: the card sits above it and closes back to exactly where you were.

The same content also exists as its own page at /decisions/workload, with a Back to decisions link at the top right, in case you want to bookmark it or open it directly rather than through the overlay.

Under the title, a short line of context sets the frame: "What you owe right now across every plan you have open. Sorted by urgency. Use this to clear the queue; use the Decisions page to browse."

The stats row

Directly under that intro line sits a row of six numbers, each with a label above it:

• Open · all: every step across the four active buckets (Overdue, Due today, Due this week, and Waiting on others) added together. This is your total open workload. Finished steps are not counted in this number.
• Overdue: how many steps have passed their due time. Shown in red.
• Due today: how many steps are due inside the next 24 hours. Shown in copper.
• Due this week: how many steps are due inside the next 7 days. Shown in the normal text color.
• Waiting on others: how many steps are sitting with someone outside your business (a carrier, an adjuster, a vendor) and are not on your clock right now. Shown in muted gray.
• Recently done: how many steps you have completed in the last 7 days. Shown in green.

Read this row before scrolling anything: it tells you the shape of your workload (heavy on overdue, or mostly waiting on others, or basically clear) in one glance.

The five sections

Below the stats row, the same steps are broken out into up to five sections. A section only appears if it has at least one step in it, so if nothing is overdue, there is no empty "Overdue" heading taking up space. Each section heading shows the label and a count in parentheses, for example Overdue (3).

A step is placed in exactly one section. The rules run in a fixed order, and the first one that matches wins:

Overdue

Steps whose due time has already passed. Sorted with the most overdue step first, so the thing that has been sitting the longest is always at the top.

Due today

Steps due inside the next 24 hours. Sorted with the soonest due step first.

Due this week

Steps due sometime in the next 7 days (but not within the next 24 hours, since those are already in Due today). Sorted soonest first.

Waiting on others

Steps whose status is set to waiting on a counterparty. This section overrides the due-date rules above it: even if a step's due time is technically overdue, if you have marked it as waiting on someone else, it lands here instead, because the next move belongs to them, not you. Sorted with the oldest follow-up date first, so the stalest wait rises to the top.

Recently done

Steps you completed, skipped, or that became unnecessary in the last 7 days. Sorted with the most recently finished step first, so you see what you just knocked out rather than something from last week. Anything finished more than 7 days ago drops off this list entirely; it still lives on its own plan, just not in this queue.

Two things worth knowing about what does not show up here:

• A step on a plan you have not started yet never appears in Workload. If a decision has a plan sitting ready but you have not pressed Start plan on it, none of its steps are due, waiting, or done, so none of them qualify for any section.
• A step due more than 7 days out is dropped from view, on purpose, until it moves into the Due this week window.

Reading a row

Each row in a section follows the same layout:

• A small number on the left, like #2. This is the step's position inside its own plan (step 2 of that plan), not a running count across everything in your queue. It is normal to see #1 on several different rows at once, since each belongs to a different plan.
• The step's title in the main line, for example "Send the kickoff email."
• A smaller line underneath with up to three parts, separated by dots: the topic (the client, vendor, or carrier the decision is about, or the decision's own title if there is no named entity; it reads "Unattached" if neither is available), a due label, and the kind of step.
• An Open link on the right, when the step belongs to a decision Verinode can link to. Clicking it takes you straight into that decision's workspace so you can work the step in context, see the full plan around it, and mark it done from there.

The due label changes meaning by section:

• In Recently done, it reads "Done" plus a relative time, like "Done today" or "Done 3 days ago."
• In Waiting on others, it reads "Following up" plus a relative time if you have a specific follow-up date set, or plain "Waiting on counterparty" if you do not.
• In Overdue, Due today, and Due this week, it shows the step's due time as a relative label: today, yesterday, tomorrow, in N days, or N days ago.

Kinds of steps

The last part of the meta line names the kind of step, so you know what you are walking into before you click Open:

• Email: a send-ready draft.
• Call script: talking points to work off a call.
• Survey: a short set of questions to answer.
• Tracker: an ongoing log to keep updated.
• Comparison: a side-by-side comparison to work through.
• IQ lookup and IQ research: a task Verinode's agent runs for you.
• Vault: an action tied to a document in your vault.
• Calendar: a block of time to schedule.
• External: an action that happens outside Verinode.
• Linked decision: a step that points at another decision.
• Note: a free-form note.

Empty states

If you have nothing open and nothing finished in the last 7 days, the whole queue collapses to a single centered line: "Nothing on your plate. Open a decision to start a plan, or wait for IQ to surface a new signal."

If you are opening Workload as the overlay card, there are two more states worth knowing:

• While it is loading, it reads: "Loading your workload…"
• If the load fails, it reads: "Couldn't load your workload. Try again."

1. 1Open Action Plans or Decisions from the sidebar.
2. 2Click Workload at the top right of the page.
3. 3Scan the stats row first. It tells you in one glance whether you are mostly overdue, mostly waiting, or basically clear.
4. 4Work the Overdue section top to bottom, then Due today, then Due this week.
5. 5Skim Waiting on others for anything that has gone stale and is worth a nudge.
6. 6Click Open on any row to jump into that decision's workspace and work the step, or mark it done, in full context.

How this fits with the rest of the platform

Workload is breadth, not depth. It is the flat, cross-decision list that sits on top of everything you have already started. For the full picture of one decision, its findings, its plan, and its history, open the decision workspace directly. For the practice of moving a decision from surfaced to acted on in the first place, see acting on decisions. For the page Workload lives inside day to day, see the Action Plans overview, and for the other two views on that same underlying data, the Gantt timeline and the status filters.