Next actions and the Home page

A next action is one step with a due date: "Send the revised quote, Thursday." It is not a task list. A deal has at most one open action at a time, so there is never a question about what to do next on it. Contacts and talent can carry next actions the same way. A deal without one is not blocked, but Home recommends a first step once the deal has gone quiet.

Setting a next action

On a deal page, the next action shows in the "What needs doing" strip below the stage bar. Set a title, a due date, and an optional note. Because a deal has only one open action, saving again replaces the current one, so editing and setting are the same dialog.

Completing one

Mark the action done and NeoKivo logs the completed follow-up on the deal timeline, then opens the dialog to set the next one. Finishing a step is also the moment you decide the step after it, so the deal does not sit without a plan.

Recurring actions

An action can repeat every 7, 30, 60, or 90 days, or at any custom interval from 1 to 3,650 days. When you complete a recurring action, NeoKivo creates the next occurrence with the same title and note, so the dialog stays out of your way. The next due date counts from the day you completed it, not the day it was due: a "check in every 30 days" action completed late still gives you a full 30 days until the next one.

The Home page

Home is the page NeoKivo opens on. It answers what needs you today first and how the business is doing second. A Me and Agency switch at the top chooses whose work you are looking at; Me is the default and NeoKivo remembers your last choice in this browser. Agency shows every deal you are allowed to see, and what you can see there follows your deal, talent, campaign and finance permissions.

The first section, Deals that need you, lists at most seven deals, one row per deal, ranked. A deal earns a row for exactly one reason, and the most urgent reason wins: its next action is overdue, its next action is due today, a required document is missing, or it has no next action and nothing has happened on it for seven days. A deal created today never counts as idle. See all expands the list in place.

Each row shows the deal, its talent and value, and the open next action, which you can complete, reschedule, reassign or edit without leaving Home. A deal with no next action shows a recommendation when one applies. NeoKivo checks three rules in order: a required document is missing, the expected close date has passed, or the deal has no brand contact. If none applies to a deal that has gone idle, the recommendation can come from an AI suggestion. Accept sets the next action due today and assigns it to the deal's Primary Owner, and you can edit the title before accepting. Accepting an AI suggestion keeps the suggested title, and you can edit it on the new next action afterwards. Dismiss throws an AI suggestion away.

Below the deals, Your tasks lists the talent and contact next actions assigned to you that are overdue or due today; every open task, whatever its date or assignee, is listed on that talent's own page, and a contact's open next action is on the contact page. Upcoming lists what is overdue or due within a week from the agency calendar: deliverable due dates, usage-rights and exclusivity start and end dates, expected close dates, invoice due dates, contract signed and end dates, and compliance-file expiry dates, with overdue items first and each one linking to its record. Tasks and overdue invoices are left out because Your tasks and Money to chase already list them, and each kind of event appears only if you can see the record behind it (campaign events need the Campaigns module and permission to view campaigns, and contract dates follow who can open the document). On Me it shows your own work, meaning what you own or are a participant on. Money to chase lists the top three overdue invoices and links to Finance; it appears only if you can view finance. Pulse shows up to four figures, each linking to its report, and leaves out any figure you are not allowed to see rather than masking it. Where a figure leaves out amounts that have no exchange rate yet, it says how many.

Marking a deal won or lost, archiving it or deleting it cancels its open next action. A cancelled action is not completed: it is not logged as done and does not repeat. Reopening or unarchiving the deal does not bring it back, and a won or lost deal does not accept a new next action until you reopen it.

Why one action per deal

Most deals are not lost to a competitor; they are lost to silence. Limiting each deal to one open action forces a real decision about what happens next and by when, and gives Home a short, honest list instead of a backlog. The deal health score reinforces the same habit: a missing or overdue next action is the biggest single penalty a deal can take.