The Workspace
Every piece of work, from plan to complete.
DataSync connects what needs to happen, who owns it, when it’s due, what’s blocking it, what needs review, and what happens next—so the status of the work lives with the work, not in someone’s inbox.
The work cycle
- PlanDefine the work, the deadline and the priority.
- AssignGive it one owner and a named approver.
- ExecuteThe owner works from the instructions and files attached to it.
- SubmitThe deliverable goes in as a numbered version.
- ReviewApprove it, or return it with a note on what to change.
- CompleteThe approved version and its full history stay with the work.
Plan & assign
One owner. One deadline. No guessing.
- The problem
- Work gets agreed in a meeting or a message thread, and a week later nobody is sure who took it or when it was due.
- In DataSync
- Give each item an owner, a due date, a priority from Low to Urgent, and a named approver. Instructions and acceptance notes sit on the item itself. Managers set and change these, and every change is recorded.
- Why it matters
- “I thought you had it” stops being a conversation. Everyone can see who is responsible and what “done” means.
- Owner
- Priya Shah
- Due
- Fri, Oct 30 · 3:00 PM
- Approver
- Dana Brooks
- Status
- Assigned
- Instructions
- Match statements to the vendor ledger; list exceptions.
Individual work
Each person starts the day knowing what’s next.
- The problem
- Employees piece their day together from email, chat and memory—and the urgent item hides behind the loud one.
- In DataSync
- Everyone has their own view of their work: due today, overdue, at risk of slipping, blocked, waiting, and returned for revision—followed by upcoming work in deadline order.
- Why it matters
- Less time sorting, more time doing. Priorities are visible without a status meeting.
Planned & recurring work
See the week coming. Keep repeat work owned.
- The problem
- Deadlines live in people’s heads, and monthly or weekly responsibilities depend on someone remembering them.
- In DataSync
- Planned work appears on a calendar by month, week or day, filtered by person or status. Supported recurring workflows use a saved definition for what is due each period, with ownership and scheduling confirmed during setup. Each period’s work is created from that definition. Changing a rule going forward doesn’t rewrite past work.
- Why it matters
- Crunch weeks are visible before they arrive, and routine responsibilities don’t quietly fall through.
Progress, blockers & waiting
Find out it’s stuck before it’s late.
- The problem
- Problems surface on the due date, when it’s too late to fix them without a scramble.
- In DataSync
- Work moves through clear states—Assigned, In progress, Submitted for review, Revisions requested, Approved, Completed. When something is stuck, the owner raises a blocker with its reason and who can clear it, or marks it as waiting on someone, with when it’s expected.
- Why it matters
- Managers see trouble early and know exactly what’s needed to unblock it.
Can be cleared by: Luis (Purchasing) · raised by Priya, Tue 10:14 AM
Manager view
Visibility without the check-in calls.
- The problem
- Managers rebuild the picture every week through status meetings, pings and spreadsheets.
- In DataSync
- One view shows what’s waiting for your review, what’s unassigned, overdue, blocked or due in the next seven days, and each person’s workload—open, due this week, overdue, blocked and waiting. You can reassign work or change its deadline or priority from the item itself.
- Why it matters
- Spend management time on decisions, not on finding out where things stand.
| Person | Open | Due this week | Overdue | Blocked |
|---|---|---|---|---|
| Marcus | 6 | 3 | 1 | 0 |
| Priya | 4 | 2 | 0 | 1 |
| Jordan | 3 | 1 | 0 | 0 |
Deliverables & reviews
One place for the work, the files and the feedback.
- The problem
- Drafts circulate as attachments, feedback is scattered across threads, and nobody is sure which version is final.
- In DataSync
- Reference files travel with the assignment. Submissions arrive as numbered versions with a note, and earlier versions stay viewable. The approver reviews the exact version submitted, then approves it or returns it with a written note on what needs to change.
- Why it matters
- Smoother reviews, clear revisions, and a final version everyone agrees on.
Added the freight variance table.
First draft for the week.
Comments & history
The story of the work, without reconstructing it.
- The problem
- When a question comes up later, the answer is buried in someone’s email or chat history.
- In DataSync
- Each item has its own conversation, where you can @mention the people who have access to it. An activity history records assignments, deadline changes, blockers, submissions and review decisions as they happen.
- Why it matters
- Anyone with access can follow what happened and why—without a meeting to piece it together.
- Dana assigned this to Marcus
- Marcus raised a blocker: warehouse counts missing
- Luis cleared the blocker
- Marcus submitted version 1
- Dana requested revisions
- Dana approved version 2
Permission-based access
People see the work they should.
Access is by invitation only, with employee, manager and owner roles. Managers plan, assign and review; employees work, submit and flag issues. Access can be limited so a person sees only the work assigned to them.
Built for real use
Works in the browser, on desk and phone.
DataSync runs in a web browser on desktop and mobile, so the same plan is in front of people at a desk, at home, or on site. There’s nothing to install.
See your workflow in DataSync.
Bring one process that takes too much chasing today. We’ll walk through how it would run in DataSync.