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Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
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Workspace

My Work

Shows a role-focused workload view with due-now work, blockers, quick actions, and next-step guidance.

Who Uses This Feature

Most signed-in roles Workspace

What This Feature Can Do

  • Highlights assigned or role-relevant work
  • Shows blocked files and bottlenecks
  • Offers quick actions like checklist seeding, signature-ready, suggested task application, and safe next-stage moves
  • Acts as a role-aware daily launch point

How To Use It

  1. Open it first when you want your own workload.
  2. Use the blocker and due-now cards before moving into broader boards or queues.
  3. Treat it as the personal daily launch point for the role, then jump into the deeper workspace that matches the task.

Best when

You want your own next actions instead of the whole portfolio.

What you will see

Role-based action cards, blocker lists, due-now work, and quick next-step buttons.

Watch for

Some actions can be handled right from the dashboard, but complex files should still be opened in the deeper workspace.

This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.