Queue
Split by who owns it, from the ClickUp assignee. Buttons resolve a row on this screen and nothing else: no messages, no status changes.
Agenda
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Hostings
Open visits
The record
Draft email
Show the draft
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Venue constraints in the draft are my guess from public Visit Oceanside listings, not confirmed by anyone at Katalyst. Correct them and they stop being guesses. Media contact details are withheld on this shared build.
Reports
Clip log
Your columns, unchanged: date, outlet, format, title, concepts, circulation.
Circulation comes straight from the clip log in Drive and is checked against the source on every import. The gap that is left is the article link: the clip log has no URL column, so nothing here is clickable. Saving the link at the moment a clip is logged is the one change that fixes it.
Your notes
The three sections no system can write for you. They drop straight into the draft below.
Draft recap
DraftShow the draft
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Portal
Your hours
Week of
Split by client
Without this, hours cannot feed retainer tracking.
Friday note
Two minutes before you close the laptop. This is what review season gets built from instead of memory.
Held
Retainer burn
Leadership only. Logged hours against the monthly retainer.
DEMO DATA. These hours are invented. Real figures need Harvest, which is not connected.
| Client | Lead | Retainer | Logged | Retainer used |
|---|