Skip to main content
The Work Queue brings everything that needs your attention into one ranked list, so you can start your day in a single place instead of hunting across Spending, Compliance, and Contracts. It’s your home page in LiftAI: signing in takes you straight here.
The Work Queue is available to the consultant role. Other roles land on their usual home page and don’t see it.

​
Open the Work Queue

Select Work Queue at the top of the sidebar. Signing in, or selecting the AdvisorLIFT logo, also brings you here. The count beside Work Queue in the sidebar is the total number of items currently needing attention. The open chip in the page header counts the items in your current view, so it goes down as you narrow the list with filters.

​
How items are ranked

The list is ordered most-urgent-first:
  1. Severity — Critical, then Warning, then Info.
  2. Value at stake — within the same severity, the largest dollar amount comes first.
  3. Age — newest first as the final tiebreaker.
You don’t sort the list yourself; it always surfaces the most pressing work at the top.

​
What each row shows

​
The kinds of items

​
Why items turn red

Severity reflects how urgent an item is, and review items grow more urgent the longer they sit:
  • Reviews (invoices and proposals) start as Info, become Warning as they age, and stay capped at Warning on age alone — so a large pile of older items can’t flood the queue with red.
  • A review where Lift AI suggests Reject is Critical; a suggested Partial approval is Warning.
  • Disputes needing attention and overdue violations are always Critical.
  • Expired certificates and contracts are Critical; expiring ones are Warning.

​
Value at stake

When an item has money attached, the Work Queue shows the amount and what it represents:
  • Flagged amount — savings Lift AI identified on an invoice.
  • Invoice amount / Proposal amount — the document total when nothing specific is flagged.
  • Annual contract value — the yearly value of an expiring or expired contract.
  • Potential savings — the amount in play on a dispute.
Compliance items (certificates and violations) have no dollar value, so their Value at stake shows a dash (—).

​
When items appear and clear

Items surface and disappear automatically as your data changes — there’s nothing to mark done. An item clears as soon as you resolve what caused it: settle or act on the invoice, resolve the violation, or renew the certificate or contract. Time-based items appear when a contract is within 30 days of expiring, a certificate is within 60 days of expiring, or a violation passes its correction deadline.

​
Open an item

Select a row, or Review →, to open the item’s detail panel right on the Work Queue — the invoice or proposal review panel, the contract panel, or the compliance panel for the unit. Only one panel is open at a time. Closing it returns you to the list, which refreshes so anything you just resolved drops off.