Action Centre
The Action Centre is the operational nervous system of Nucleus. It pulls actionable items from every module — deals, recruitment, invoices, relationships, meetings, time entries, performance reviews, QBRs, and delivery tasks — into a single configurable feed.
Features
Section titled “Features”- Unified action feed — cross-platform items needing a decision, each knowing its source module, urgency, and assignee
- Work board — personal sprint kanban for delivery roles, showing the current sprint across your projects
- Role-based defaults — different roles see different modules by default (executives see clients/invoices/deals; leads see tasks/meetings)
- User customisation — every user can toggle which modules are visible in their feed
- Auto-generated items — daily cron creates action items from stale deals, overdue invoices, QBR alerts, pending reviews, and more
- Granola integration — meeting action items from Granola sync automatically appear in the feed
- Relationship sync — relationship auto-actions (birthdays, anniversaries, life events) mirror to the feed
- Inline completion — check off action items directly from the feed without navigating away
- Manual actions — create custom action items with title, company, contact, due date, and notes
- Smart urgency — items auto-categorised as Overdue, Today, This Week, or Normal based on due dates
Page Layout
Section titled “Page Layout”Quick Actions (Top)
Section titled “Quick Actions (Top)”The upper section shows the action feed with filter tabs:
| Tab | Shows |
|---|---|
| All | All open action items |
| Calls | Follow-up calls and reconnect items |
| Estimate | Won deals needing projects, unanswered proposals |
| Relationship | All relationship-sourced actions |
| Overdue | Items past their due date |
| From Granola | Meeting action items from Granola |
Each action item row displays:
- Source icon (Video for meetings, Heart for relationships, Handshake for deals, etc.)
- Company pill and source type badge
- Item title
- Assigned user, due date, and completion checkbox
Work Board (Bottom)
Section titled “Work Board (Bottom)”Shown for delivery roles (Manager, Lead, Employee). A sprint kanban with columns: Backlog, To Do, In Progress, In Review, Done.
- Sprint navigation with previous/next arrows
- Drag between columns to update task status
- Drag from Backlog to assign to the current sprint
- Region filter bar (AU-E, AU-W, NZ, USA, Global) when applicable
Source Modules
Section titled “Source Modules”| Module | Action Types |
|---|---|
| Deals | Stale deals (14+ days), won with no project, follow-ups |
| Recruitment | Interviews today, feedback due, application reviews |
| Meetings | Granola next steps, follow-up calls, decisions needed |
| Relationships | Anniversaries, life events, celebrations, reconnects |
| Clients | QBR overdue/upcoming, health drops, no contact 30d |
| Time Entries | Approval pending (grouped by user), missing time |
| Performance | Reviews due, self-assessments, feedback requests |
| Invoices | Overdue invoices |
| Contracts | Awaiting signature |
| Proposals | No response after 7 days |
Role Defaults
Section titled “Role Defaults”| Role | Visible Modules | Work Board |
|---|---|---|
| Executive | Clients, Invoices, Deals, Performance, Recruitment | Hidden |
| Head | Clients, Invoices, Deals, Performance, Recruitment | Hidden |
| Manager | Meetings, Relationships, Clients, Deals, Tasks, Invoices, Proposals | Visible |
| Lead | Meetings, Tasks, Time Entries, Performance | Visible |
| Employee | Tasks, Time Entries, Performance, Meetings | Visible |
Users can override these defaults via the Customise panel.
Permissions
Section titled “Permissions”| Access Level | View | Update | Manage |
|---|---|---|---|
| Executive | Yes | Yes | Yes |
| Head | Yes | Yes | Yes |
| Manager | Yes | Yes | No |
| Lead | Yes | Yes | No |
| Employee | Yes | Yes | No |