The next action should say what it is, who owns it, when it is due, and which job record it belongs to.

Build Daily's collaboration layer connects task queues, assignments, notifications, notes, follows, mentions, and communication context to the project, estimate, lead, service ticket, or other record that caused the work.

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Turn activity into an owned next step

Assign work with the operating context attached

Todos include assignees, due dates, priority, notes, and context links so a task is more useful than 'call them back.'

Attach a project, estimate, lead, or other supported context
Filter by open state, priority, assignee, and module
Complete the task without losing the record that created it

Build Daily task queue with contractor context — The task queue shows ownership, due date, urgency, and the linked job record.

Use notifications as a working inbox

Notifications identify what changed and give the user a path back into the work: a vendor quote arrived, a change order is ready, a document was viewed, or a crew assignment changed.

Filter unread and module categories
Mark handled items read
Open the related record when an action is required

Build Daily notifications center — Notifications explain what happened and where the user should go next.

Keep page-level discussion close to the work

Notes, follows, pins, mentions, and conversation context reduce the need to paste a job number into a disconnected chat and hope everybody finds the same document.

Follow a page or record
Pin the message the team must not lose
Keep the conversation tied to the operating context

Build Daily activity and interaction context — Interaction history stays visible with the work instead of disappearing into a generic feed.

What is actually inside this module

Use this checklist during a walkthrough. Each item names a screen or job responsibility worth checking.

Tasks

Make the next action explicit and attributable.

Create and assign Set title, notes, assignees, due date, priority, status, and creator.

Context links Attach supported project, estimate, lead, service, or other business records.

Filtering and sorting Review open, assigned, due, priority, and module-specific work.

Completion Close the action while retaining assignment and business context.

Notifications and attention

Give users a working inbox for changes that matter.

Unread center Review unread count and categorized notification records.

Record links Open the job, bid, ticket, document, assignment, or other source workflow.

Read state Mark one item or all items handled.

Preferences Control supported notification categories, channels, and modes.

Record conversation

Keep discussion attached to the work whenever possible.

Conversations and members Create direct or group conversations with organization-scoped membership.

Messages, mentions, and reads Retain sender, body, mention, and read-state context.

Pins and follows Keep the important message visible and follow supported pages or records.

Page notes Add page-level notes and acknowledgement where the workflow supports it.

Screens tied to the workflow

Contractor task queue — Tasks with record context and clear ownership.

Notifications center — A practical inbox for operating changes.

Interactions — The activity trail behind the next action.

Lead communication history — Calls, email, notes, and follow-up context stay attached to the pursuit.

Support conversation thread — A threaded support handoff retains evidence, replies, ownership, and status.

Contractor requirements Build Daily covers

Contractor needs	Build Daily does it
Who owns the next step?	Yes Tasks support assignments, due dates, priority, notes, and completion state.
What job or bid caused the task?	Yes Context links keep supported contractor records attached to the task.
What changed while I was away?	Yes The notification center groups unread work and links back to the related workflow.

Bring one handoff your team regularly drops.

We will walk it from the operating record through assignment, notification, follow-up, and closeout.

Walk a Real Handoff