Roleway help

Plan your day with Home, tasks, and Next Actions

Turn active Opportunities into an ordered list of useful work.

Before you start

An active Workspace with tracked Opportunities.

Step by step

  1. Open Home in the Workspace you are working on. Review due tasks, Next Actions, follow-ups, interviews and Jobs awaiting attention.
  2. Open an Opportunity and set the single Next Action that will move it forward. Give it a realistic due date when useful.
  3. Add tasks for supporting work such as researching a company or preparing examples. Keep task titles specific enough to act on.
  4. Complete or update tasks as work changes. Replace the Next Action when the most useful next step changes.
  5. Return to Home to review what remains. Check dates when your location or timezone changes.

Expected outcome

You know what to do next for each active Opportunity and can distinguish supporting tasks from the main Next Action.

Troubleshooting

  • Home is Workspace-scoped; switch Workspaces to review another search.
  • An empty queue does not mean every Opportunity is finished. Review active Opportunities that have no Next Action.
Review today's work
Updated · Roleway product and support