Today's Tasks
Sync to load tasks from Monday.com
0
Total
0
Urgent
0
Reminders due
0
Done today
0
Carried fwd
Click ⟳ Sync now to load today's tasks from Monday.com.
Clients
All clients from your Monday.com Client Information board
Sync to load clients.
Onboarding pipeline
Clients currently going through onboarding stages
Sync to load onboarding pipeline.
Claims pipeline
Active claims across all stages
Sync to load claims pipeline.
Client Owner Statement
Generate commission statements for subcontractors
Statement details
Claims to include
Sync clients first, then claims will appear here.
Connections
Monday.com is connected via the built-in Pages Function
Monday.com status
Monday.com API
Not tested
Team password
Board configuration
Client Information board: 5093556939 (workspace 6027405)
Client Hub board: 5093916360 (workspace 6029051)
These are hardcoded — contact your developer to change them.