Workspaces
Tasks
Tasks is where your day starts — a short, prioritized Now / Next list of the actions that actually move work forward, pulled together for you so you don't have to assemble it from email, files, and memory.
- Now holds your Top 2 for today.
- Next is everything queued behind them.
- Each task links back to its source engagement, pursuit, or meeting.
- Complete, Edit, or Snooze from the row.
How the list is built
A plannerruns automatically on weekday mornings (around 6:30 a.m. firm time) and assembles your list from across Ventura: BD follow-ups due, client files that are exposed, meeting action items, firm-review prompts, and touches owed to relationships. Now holds the few things that matter most today; Next is everything queued behind them.
The Top 2 discipline
Ventura is intentionally strict about focus. Each weekday the planner chooses exactly two Nowitems for you — not five, not ten, two. The two-priority cap is enforced in the database, so the list can't quietly grow. Everything else stays in Next until it matters; emergency exceptions are rare and reserved for high-risk, near-deadline work.
This is the point of Ventura: a short list you can actually finish, not a backlog you maintain.
Working the list
- Complete a task when it's done; it drops off and the list re-ranks.
- Edit a task to fix its wording, due date, or priority.
- Snooze something that isn't for today — it returns when it's relevant.
- Most tasks carry a source link back to the engagement, pursuit, or meeting they came from, so you can act in one click.
Where tasks come from
Auto-captured email and meeting activity, BD cadence (relationships and pursuits that are due for a touch), client file health (a file with no next action or a slipping deadline), and prompts you create during the firm monthly review all feed the same list — so one place reflects the whole firm's follow-through.