# Action Board - Visual Example **What it looks like with your current data (2026-02-10)** --- ``` ┌─────────────────────────────────────────────────────────────────┐ │ What should I be doing? │ │ Last updated: 2026-02-10T20:35:22-05:00 [🔄 Refresh] │ │ 9 active tasks · 3 urgent │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## 🔥 Overdue **[0]** ``` ┌─────────────────────────────┐ │ Nothing here! 🎉 │ └─────────────────────────────┘ ``` --- ## ⚡ Due Soon **[3]** ``` ┌────────────────────────────────────────────────────────────────┐ │ DR Vacation Planning (Feb 16–20 flexible) │ │ │ │ [Personal] [Low] [⚡ Due TODAY] │ │ │ │ • Pick travel window (Feb 13/15 depart, Feb 20/21 return) │ │ • Choose area: Bayahibe via PUJ transfer vs Punta Cana │ │ │ │ Status: Planning │ └────────────────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────────────────┐ │ Presidents Day voicemail OOO recording │ │ │ │ [Telecom] [High] [⚡ Due tomorrow] [⏱️ short] │ │ │ │ 🚧 Need the audio files Sandy sent (attachment or location) │ │ │ │ • Find the audio files Sandy sent and confirm they are │ │ the correct OOO recording │ │ • Upload/apply the OOO voicemail recording for the voicemail │ │ boxes │ │ │ │ Status: To Do │ └────────────────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────────────────┐ │ BDMI Finance inbox visibility / forwarding (1745Ventures) │ │ │ │ [Email / Operations] [High] [Due in 2d] [⏱️ short] │ │ │ │ 🚧 Need exact list of mailboxes and forwarding rules │ │ currently configured │ │ │ │ • Gather current forwarding details (mailbox(es), rules, │ │ start date, and recipients) — Owner: Adner — Due: 2026-02-10│ │ • Remove forwarding for BDMI Finance mailbox (6-month temp) │ │ and confirm standard user mailbox forwarding status... │ │ │ │ Status: Remove forwarding (timeboxed) — gather details │ └────────────────────────────────────────────────────────────────┘ ``` --- ## ✅ Do Now **[0]** ``` ┌─────────────────────────────┐ │ Nothing here! 🎉 │ └─────────────────────────────┘ ``` --- ## ⏳ Waiting on Others **[3]** ``` ┌────────────────────────────────────────────────────────────────┐ │ Blue Prism RPA POC (BINC) │ │ │ │ [RPA] [High] [⚡ quick] │ │ │ │ 🚧 Dependency: HR alignment with Erika Kirchner │ │ │ │ • Await Erika Kirchner confirmation/alignment (scope, cost, │ │ timing) before any execution │ │ • Follow up with Erika if no response within agreed window │ │ │ │ Status: Pending business sponsor alignment │ └────────────────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────────────────┐ │ 1745 Broadway AV upgrades (Room 2036 + former BDMI room) │ │ │ │ [AV] [Medium] [⏱️ short] │ │ │ │ 🚧 Pending USIS revised quote + install window options │ │ │ │ • Send follow-up to USIS (Todd + Beth) requesting revised │ │ quote for labor + programming only... │ │ • Confirm whether different Cisco unit choice for medium │ │ room affects labor/programming costs... │ │ │ │ Status: Re-engaged; awaiting revised USIS labor/programming │ │ quote │ └────────────────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────────────────┐ │ BlueStar Application Infrastructure and Security Setup │ │ (BincBlueStar) │ │ │ │ [Infrastructure/Security] [High] [📅 medium] │ │ │ │ 🚧 Public CA SSL certificate not yet issued │ │ │ │ • Obtain publicly trusted SSL certificate for │ │ bincbluestar.com (Owner: BINC IT / SSL Admin) │ │ • Enable HTTPS using public CA cert (Owner: Microsoft │ │ Services) │ │ │ │ Status: Pre-PEN in progress; awaiting public CA SSL cert │ └────────────────────────────────────────────────────────────────┘ ``` --- ## 🎯 Quick Wins **[1]** ``` ┌────────────────────────────────────────────────────────────────┐ │ Distribution list access cleanup (MS Dynamics) │ │ │ │ [Access Governance] [High] [⚡ quick] │ │ │ │ • Send follow-up to Jerry Laroche + Tiffany to confirm │ │ companies to remove from MS Dynamics │ │ • Send note to Jennifer Freise to request steps/runbook for │ │ removing groups from MS Dynamics │ │ │ │ Status: Pending follow-ups │ └────────────────────────────────────────────────────────────────┘ ``` --- ## 💭 Someday/Maybe **[2]** ``` ┌────────────────────────────────────────────────────────────────┐ │ Gmail Intake Automation (srvdeskops@gmail.com) │ │ │ │ [Automation] [Medium] [📅 medium] │ │ │ │ • Tailscale remote access preflight: confirm Tailscale │ │ installed and logged in on OpenClaw machine and │ │ phone/laptop │ │ • Decide access mode: Tailnet-only (private) vs Tailscale │ │ Serve HTTPS (recommended) │ │ │ │ Status: Stable │ └────────────────────────────────────────────────────────────────┘ ┌────────────────────────────────────────────────────────────────┐ │ NA IT Meeting — Ontario, CA (Mar 24–25, 2026) │ │ │ │ [Planning / Travel] [Medium] [⏱️ short] │ │ │ │ • Add meeting to calendar (Mar 24–25) with location: │ │ Arvato USA LLC, 2053 E. Jay Street, Ontario, CA 91764 │ │ • Purchase airline + hotel + car rental for the trip │ │ │ │ Status: Travel planning │ └────────────────────────────────────────────────────────────────┘ ``` --- ## ✨ Done Recently **[0]** ``` ┌─────────────────────────────┐ │ Nothing here yet! │ └─────────────────────────────┘ ``` --- ## 📊 Summary | Column | Count | What it means | |--------|-------|---------------| | 🔥 Overdue | 0 | Great! Nothing past due | | ⚡ Due Soon | 3 | **Needs attention this week** | | ✅ Do Now | 0 | No unblocked urgent tasks | | ⏳ Waiting | 3 | Blocked, follow up needed | | 🎯 Quick Wins | 1 | **Low effort, high value** | | 💭 Someday | 2 | No immediate urgency | | ✨ Done | 0 | Mark completed tasks here | | **Total** | **9** | All active projects | --- ## 🎯 What to Focus On Right Now **Immediate (today/tomorrow):** 1. **Presidents Day voicemail** (Due Soon, High priority) - Find audio files Sandy sent - Upload OOO recording 2. **Distribution list cleanup** (Quick Win, High priority) - Send 2 quick follow-up emails - 30 min max effort 3. **BDMI Finance forwarding** (Due Soon, High priority, but blocked) - Gather forwarding details first - Then remove or request Arvato help **This week:** 4. **DR Vacation Planning** (Due today, but low priority) - Pick dates and shortlist options - Can slide if needed **Waiting on:** 5. **Blue Prism RPA POC** → Follow up with Erika if no response 6. **BlueStar Security** → Check SSL cert status 7. **AV upgrades** → Ping USIS for revised quote **Later:** 8. **Gmail Automation** → Stable, ongoing refinement 9. **NA IT Meeting** → Plan travel closer to March --- ## 💡 Insights from This View ✅ **Good news:** - Nothing overdue yet - Only 3 urgent tasks (manageable) - 1 quick win available (easy productivity boost) ⚠️ **Attention needed:** - 3 projects waiting on others (may need follow-up) - 2 of the 3 urgent tasks are blocked (prioritize unblocking) - Vacation planning due today (decide if it's really urgent) 🎯 **Recommended focus:** 1. Quick win (Distribution cleanup) — 30 min 2. Presidents voicemail — 15 min (once you find files) 3. BDMI forwarding details gathering — 30 min **Total: ~75 minutes to clear 3 high-priority items.** --- ## 🔄 How This Updates Automatically Every time you update `dashboard/data.json`: 1. **watch-and-rebuild.sh** detects the change 2. **build-action-data.py** runs automatically 3. **Refresh browser** to see new state **Example changes that update the board:** - Add a due date → Project moves to Due Soon or Overdue - Add a blocker → Project moves to Waiting on Others - Remove blockers → Project moves to Do Now or Quick Wins - Add `completedAt` → Project moves to Done Recently - Change priority → Affects sorting within columns **Zero manual column placement needed!** --- This is what your action board looks like **right now** with your current 9 projects. As you update your dashboard, the action board automatically reorganizes to show you what matters most. **Access it at:** `http://localhost:8080/action/`