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FLOW WORK SYSTEMS
GLOBAL NAVIGATION
⌂ CEO Operating System
OPERATE
🎛 CEO Dashboard
☀ Daily Action
🗓 Weekly Review
⚡ Quick Create
- Business portfolio
- Operating resources
- Records & resources
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CEO OS USER GUIDE
Use this guide to navigate the operating surfaces, create and update records, and complete the daily and weekly management rhythm.
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01 · Start with the main navigation
- Open the CEO Operating System root page.
- Use Global Navigation to move between the executive dashboards, business and project pages, record libraries, templates, and Quick Create.
- Use the CEO Dashboard for portfolio-level oversight.
- Use Daily Action for immediate execution.
- Use Weekly CEO Review for recurring executive review.
02 · Understand where information belongs
- Businesses stores the purpose, current focus, health, customer or user, main bottleneck, and review schedule for each operating area.
- Projects stores outcomes that require several steps, milestones, ownership, deadlines, and completion requirements.
- Tasks stores individual actions, their owner, status, due date, expected result, and the conditions that must be met before completion.
- People & Contractors stores responsibilities, approval authority, availability, and intended Access Scope. Actual Notion sharing permissions are configured separately.
- Meetings & Notes stores discussion records, decisions, unresolved issues, and links to the Tasks created as follow-up work.
- Content Calendar stores content from idea through publication, including a manual approval record with an approver, approval date, and approval notes.
- Suppliers & Vendors stores contacts, commitments, risks, files, and follow-up dates for outside partners.
- SOP Library and Knowledge Base store approved procedures and guidance that the team can rely on.
03 · Use the CEO Dashboard
Review business and project condition, open work requiring executive attention, decisions and risks, launch readiness, pending content approvals, and supplier commitments. Use the supporting shortcuts for people, SOPs, knowledge, AI workflows, launches, content, and vendors.
04 · Use the Daily Action Dashboard
- Review Today, In Progress, and Next Actions.