Board meeting pack

1. Log the approved role.
2. Track candidates for the role.
3. A person approves each stage.
4. Update the plan after each stage.
5. Close the role at offer.

Needs from you: Approved roles.

What it needs connected: Resume folder.

Where a person is designed to decide: A person approves each stage.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

1. Collect invoices, payments and tasks for the month.
2. Reconcile the main accounts.
3. Write the one-page summary.
4. The owner reads it and signs off.

Needs from you: Invoices and payments; Task list.

What it needs connected: Accounting export file.

Where a person is designed to decide: The owner reads it and signs off.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.

India: GST.

1. Collect the approvals waiting in your workspace.
2. Sort them by how long they have waited.
3. Send the digest to the owner.

Needs from you: Approvals waiting.

What it needs connected: Workspace approvals.

Where a person is designed to decide: It is designed only to read and report, so it has no approval step.

These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.