MONITORING & INSIGHTS

Pin, share, and triage moves

Keep the feed useful with statuses, pins, activity sharing, and focused follow-up.

By SoWhatHQ 6 min read
01

Move statuses

  • New/open: still waiting for review or action.
  • Done: reviewed and handled.
  • Dismissed: reviewed but not useful enough to keep active.
  • Reopened: returned to the active queue after an earlier decision.
02

Use Pinned as a working list

Pin moves that matter to an upcoming launch, leadership discussion, win/loss review, or sales enablement update. Pinned is separate from status, so a completed item can remain in your focused reading list until the broader work is finished.

03

Share activity safely

Use the share action to create a controlled link when someone needs the full sourced context without navigating your workspace. Review the material first and avoid sharing a link beyond its intended audience.

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