Workspace & Scheduling

Your Workspace is home base for the sales day: the dashboard shows what needs attention, Copilot answers questions and suggests next steps, tasks and property visits keep follow-ups honest, the calendar holds meetings and visits, and the activity log keeps a record of every customer touch.

Entry pointWorkspace and Calendar

Article summary	Details
Best for	Sales users and managers running daily customer work.
Main outcome	Users know where to see priorities, create follow-ups, schedule meetings, and review activity history.
Roles	Sales agent, manager, operations user.
Requires	Access to Workspace, Calendar, contacts, tasks, meetings, and the records assigned to you.
Related reports	Agent activity reports, task reports, call reports, site visit reports, and dashboard KPIs.

What You Can Do Here

Your goal	Article
See your day at a glance	See Your Day at a Glance
Let AI do the busywork	Use Copilot for Daily Work
Stay on top of to-dos	Manage Your Tasks · Add a Task from the Calendar
Schedule meetings	Book a Meeting with a Lead
Keep a record of every touch	Log and Review Customer Activity

Start With Your Day

Use Workspace as your daily checklist:

1. Open the Dashboard to see what needs attention.
2. Review overdue and due-today Tasks.
3. Open the customer record before calling, messaging, or meeting.
4. Log the activity after the interaction so the team has context.
5. Use the Calendar for time-based work such as meetings, visits, and scheduled follow-ups.

Managers can use the same flow to coach team members: check the dashboard, inspect overdue work, review activity quality, and confirm the next follow-up is planned.

Tasks vs the Calendar

These are two views of the same work:

• Workspace → Tasks is your list — manage and work everything that's due.
• Calendar is your schedule — book meetings, add tasks, and set site visits by date and time.

They stay in sync, so a task you add on the calendar shows up in your task list.

Looking for property visits? Scheduling, tracking, and post-visit feedback now live under Appointments.

Common Issues

Issue	What to check
A task or meeting is missing	Check owner assignment, date filters, record visibility, and whether it was completed or rescheduled.
A user cannot create a follow-up	Confirm task, calendar, meeting, and contact permissions.
Activity history looks incomplete	Make sure calls, notes, meetings, and messages are logged against the correct contact or deal.
Calendar entries do not match the task list	Refresh filters and confirm the item type, date, and status.

Most Workspace gaps come down to permissions or ownership. If tasks, meetings, or contacts you expect aren't visible — or you can't create them — ask your admin to check your task, calendar, meeting, and contact permissions and who owns the records.

Contact Brixi support if access checks out but the Workspace still misbehaves — say, the calendar and task list show different items for the same day after a refresh. Mention which Workspace page and a specific record so they can reproduce it.