> ## Documentation Index
> Fetch the complete documentation index at: https://help.liftai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Triage your Work Queue

> The Work Queue is your ranked list of everything across your portfolio that needs attention — invoice and proposal reviews, disputes, expiring certificates and contracts, and overdue violations — most urgent first.

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.

<Note>
  The Work Queue is available to the **consultant** role. Other roles land on their usual home page and don't see it.
</Note>

## 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 **{N} 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

| Column             | What it shows                                                                                                                                                                                       |
| ------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Severity**       | A colored dot — red (Critical), amber (Warning), or blue (Info). Hover for the label.                                                                                                               |
| **Item**           | The headline of what needs doing, with the property beneath it. Review items may carry an **AI suggests** chip — see [Understand the "AI suggests" verdict](/work-queue/understand-ai-suggestions). |
| **Client**         | The portfolio the item belongs to.                                                                                                                                                                  |
| **Type**           | The kind of item (Invoice, Proposal, Dispute, Certificate, Violation, Contract).                                                                                                                    |
| **Value at stake** | The money on the line, when applicable (see below).                                                                                                                                                 |
| **Age**            | How long the item has been waiting (`today`, `3d`, `2w`, `4mo`).                                                                                                                                    |
| **Actions**        | **Snooze** an item, or select **Review →** to open it.                                                                                                                                              |

## The kinds of items

| Item type                | What it means                                                                                     |
| ------------------------ | ------------------------------------------------------------------------------------------------- |
| **Invoice review**       | A vendor invoice is pending your review.                                                          |
| **Proposal review**      | A proposal is pending your review.                                                                |
| **Dispute attention**    | A vendor has replied on a dispute and Lift AI has analyzed the response — it needs your decision. |
| **Certificate expiring** | An elevator certificate is approaching its expiration date.                                       |
| **Certificate expired**  | A certificate has already lapsed.                                                                 |
| **Violation overdue**    | A violation has passed its correction deadline.                                                   |
| **Contract expiring**    | A service contract is approaching its end date.                                                   |
| **Contract expired**     | A service contract has already ended.                                                             |

## 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.

## Related

* [Understand the "AI suggests" verdict](/work-queue/understand-ai-suggestions)
* [Filter your Work Queue](/work-queue/filter-your-work-queue)
* [Snooze a Work Queue item](/work-queue/snooze-an-item)
* [Review an invoice](/invoices/review-an-invoice)
* [Check certificate and violation status](/compliance/compliance-dashboard)
* [Find a contract](/contracts/find-a-contract)