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Home is the starting point for the selected workspace. It brings together current work without changing the underlying records.

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What Home can show

The exact sections depend on your access and the features available in the workspace. Home can include:
  • your next meeting and its preparation status;
  • Tasks due today or overdue;
  • Deals with an approaching date or no next step;
  • relationships that may need contact;
  • recent activity and completed work;
  • upcoming meetings and a Work snapshot.
Each item links to its original meeting, Task, Deal, company, or person record. Open it to review the full context.

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Act from Home

Use the available action to open a meeting, prepare for it, review a record, or complete a Task. Check the active workspace before changing anything. Completing a Task from Home updates that same Task in Work. Home prioritizes a short list. Open the relevant Relationships or Work page when you need the full list, filters, or history.

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When information is missing

Home follows your member access. It also depends on connected calendar data and the availability of Relationships, Meetings, and Work. A warning in one section does not mean the underlying records were deleted. Confirm the active workspace and retry the section when Floral offers that action. If the problem remains, open the source area directly or contact support.