🌙
?
✍️
Weekly account update
✕
Filled once a week for every account — it sets the status chip the whole team sees.
Account status this week
🟢 On track
🟡 At risk
🔴 Behind
What happened this week *
Problems / blockers
Plan for next week
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Save weekly update ✓
📘
Octaholic Operating Model — roles & responsibilities
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My
Profile
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Email for notifications
Task assignments, reviews, approvals and requests are emailed here once the executives connect the company mailbox.
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How to use
OctaSystem
✕
Got it
OCTA
SYSTEM
by Octaholic
Team Operating System
Username
Password
👁
SIGN IN
OCTA
SYSTEM
Live
👤 My Workspace
📘
My Tasks
Clients
Workflows
Approvals
My Team
Requests
Reports
Members
Unit Tools
Credentials
OCTA
SYSTEM
Executive
Live
📘
Overview
Workflows
Approvals
Red Flags
Reports
Clients
Members
Unit Tools
Credentials
👤 My Workspace
Tasks
✕
Open full report →
Close
Employee
card
✕
Task
history
✕
Request internal
meeting
✕
Meeting title
Related client (optional)
Date
Time
Duration
30 min
1 hour
1.5 hours
2 hours
Attendees
Agenda / notes
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Request meeting
Submit
Task
✕
Quality checklist
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Submit for approval
Review
Submission
✕
Reject
Approve ✓
📎 Attach
Drive Link
✕
Google Drive URL
Label (optional)
Category
📋 Brief
🎨 Design / Creative
📊 Report
📎 Other
Permission
👁 View only
💬 Can comment
✏ Can edit
Notes
Close
Attach link →
Assign
Task
✕
Task name
Assign to
Client
No client
Work on (day)
Finalize by (deadline)
Priority
⚙ Auto — by deadline
🚨 Top — management priority
🔴 High
🟡 Medium
🟢 Low
Notes / brief
Brief / reference link (optional)
Quality checklist (optional)
+ Add
Requires approval before marking done
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Assign task →
Trigger
Workflow
✕
Send
Request
✕
To
Request
Priority
🔴 High
🟡 Medium
🟢 Low
Needed by
Notes
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Send request →
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