Overdue warnings

In simple words

Overdue warnings is part of SelfRun SprintOS. Be told before a project slips. You do not have to do anything for it to work — this guide shows you where to see it.

Where it fits in your work — Deliver. Team members update tasks and log time; overdue work notifies the assignee.

Before you start

• You need to be signed in to your company's workspace. SelfRun SprintOS appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Overdue warnings belongs to Time & money in SelfRun SprintOS. Be told before a project slips.

How it works

1. 1

   Step 1

   Open SelfRun SprintOS

   Sign in and open the SelfRun SprintOS product from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Nothing to set up

   Overdue warnings works on its own. Be told before a project slips.

3. 3

   Step 3

   See it at work

   Open “Project Portfolio Overview” — the screen on the right is where its effect shows.

Tips

• You can use more than one filter together (Date Range, Granularity, Client) to see exactly the records you want.
• The tabs (Day, Week, Month, Year) show different views of the same data — switching tabs never changes anything.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open SelfRun SprintOS → Nothing to set up → See it at work

What it connects to

• SelfRun DealFlow AI

  Projects start from clients won in SelfRun DealFlow AI.

• SelfRun CashFlow AI

  Milestone billing and project profitability.

• SelfRun Huddle AI

  A discussion channel for each project.

• SelfRun ClientOS

  Clients see progress in their portal.

What you will see on this screen

These are the parts of the Project Portfolio Overview screen, exactly as they appear in the product.

Why use SelfRun SprintOS

SelfRun SprintOS replaces project management software and runs independently with its own sign-in and database.

• Clear ownership of every task and deadline
• Know a project's profitability before it ends
• Time, cost and milestones in one place
• Milestones can raise the invoice automatically

Who uses SelfRun SprintOS

• Project managers

  Plan, assign, track and bill delivery.

• Team members

  Work from their own task list and log time.

• Account managers

  Keep the client relationship and project history together.

• Leadership

  See portfolio health, utilisation and profitability.

More in Time & money