Work Hub
Goal
Open a launcher of enabled workspace modules for this tenant — KPI tiles and shortcut cards into CRM, support, projects, knowledge base, HR, and related Client Work Suite apps.
Who it is for
Staff with party.view. Cards appear only when the tenant has that module and you have the matching capability. CRM search on this page also needs crm.view.
Preconditions
- Correct tenant session.
- At least one Client Work Suite module is enabled; otherwise the empty state No workspace modules are enabled for this tenant.
Open the screen
CRM → Work → Work Hub (path /work-hub). Title: Work Hub. Subtitle: Shortcuts to enabled workspace modules for this tenant. Old bookmarks to /work redirect here.
This is not My Work (/my-work) — that Overview inbox is Decide / Do / Fix items that need your attention.
Steps
- Use CRM search when the CRM capability is on.
- Click a KPI tile when present: Open activities, Leads, Open tickets, Projects, Articles.
- Click a shortcut card to open that module (pipeline, leads, activities, contacts, projects, billable expenses, employees, time, payroll, support tickets, knowledge base, collaboration, subscriptions, calendar, sales quotes).
Result
You land on the entitled module screen. Composition comes from GET /api/work/composition; KPI totals are opportunistic list counts from those modules.
Hard stops
- Missing
party.view→ the router sends you to the dashboard. - Disabled or read-only modules do not show as usable shortcuts.
/api/work/compositionis a composition API, not the staff URL/work-hub.