Agenda

Your start-of-day page: today's activities, company announcements and the business dashboard. Also on the web portal at Agenda — same layout and options, with these differences: the web toolbar has Refresh and Agenda Settings but no Close (it's a page, not a panel); the web Business Dashboard offers Indicators only (no 🚗 Cluster toggle — the Entrepreneur cluster is desktop-only for now); web announcements come from Library items with "Announcement" in the title (the web library has no folders yet). Your Agenda Settings choices follow you between the desktop and the web like your theme — set them on either surface and the other picks them up (the start-page choice stays per computer).

In this chapter - Layout - Settings ▸ Agenda - Not yet available

Icon bar ▸ Agenda (can be your start page — Settings ▸ Agenda ▸ When starting, go directly to). Refreshes every minute; the toolbar's right edge holds 🔄 Refresh / ⚙️ Agenda Settings / ❌ Close. Three resizable sections: - Activities — today's meetings (time, subject, client) and tasks (☐/☑, subject, client; completed dimmed). Options: include completed tasks, include overdue tasks from previous days. - Company Announcements — the latest announcements from the Library, one at a time (◀ Previous / N of M / ▶ Next); a welcome notice when none exist. From the September 2026 update, a Library that could not be read (connection dropped, or your sign-in isn't allowed to read the database catalogue) is recorded in the diagnostics log with the reason instead of quietly falling back to the welcome notice as though nothing had happened; the welcome notice still shows, so the page never looks broken. - Business Dashboard — 🚗 Cluster (the Entrepreneur Dashboard, Chapter 1) or 📊 Indicators (Select Indicators… to choose dashboard indicators, grouped by dashboard); the choice is remembered per user.

Settings ▸ Agenda

Startup page; Visible Sections (Show Meetings / Tasks / Company Announcements / Dashboard Indicators); Activities Options (include completed, include overdue, show items for all users). Changes apply immediately.

If a change cannot be saved (web portal): a yellow message appears — "Your Agenda setting was not saved. Nothing was written — try again in a moment." — and the tick box goes back to the way it was, because that is the setting the system still holds. Nothing is lost; try again. On the Select Indicators window the same message appears and the window stays open rather than closing as though it had worked. A save that succeeds says nothing and takes effect at once.

An indicator that reads — on the Business Dashboard strip, with Couldn't load underneath, means that figure could not be worked out just now. It is not a zero — see Chapter 21.

Not yet available

Opening a meeting/task or jumping to the client from the Agenda lists (they are display-only); completing a task from the list; the all users option; the Entrepreneur Dashboard's calibration screen (targets are prepared by an administrator — see Chapter 1 "Preparing a database").