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1. Review the summary
Start with the current workspace overview.
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2. Check attention items
Inspect upcoming events, active projects and overdue tasks.
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3. Read financial signals
Separate invoiced amounts from actual receipts and expenses.
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4. Investigate
Open underlying projects/tasks for details.
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5. Maintain records
Update source data so the summary reflects studio work.
Before you begin
- A summary depends on the completeness and dates of your records.
Common questions
A total looks wrong
Review dates and underlying records before editing data.