Open an item that needs attention
Start with RVR-024 / INV-1042. The record stays connected to Alex Morgan and its project context.
See the business. Find the next action.
Move from the business overview to the project records that need attention, without losing the context behind the numbers.
Finance overviewActive projectsEstimation pipelineTasks & reminders
See it with your workflow See business overview in actionInteractive example
StelixBusiness overview
Sample workspaceWORKSPACE / BUSINESS OVERVIEW
Business overview
Follow the highlighted record through a typical project workflow.
PROJECT RECORDSSample data
RVR-024 / INV-1042 · Alex Morgan
Needs attentionProject correspondenceLatest updates and decisions
RecordedSupporting documentsDrawings, references and attachments
Available| Project context | Details |
|---|---|
| Project | Riverside residences |
| Invoice value | $8,450 incl. GST |
| Record | Supplier invoice review |
AM
Connected to the project
The people, source information and next action stay together.
01 / A day in the project01 02 03
Riverside · Supplier invoice review
Watch the example above, pause at any point, or click through the steps yourself. The walkthrough uses illustrative data and shared Stelix components.
Give the follow-up an owner
Update next action from “Unassigned” to “Alex Morgan · Check supplier details”.
Save the next action against the job
The invoice follow-up is assigned to Alex and visible against the project.
02 / Keep the work connected
See the next part of the workflow.
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