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Everything, in order: set up, work a task start to finish, talk to clients, and where you fit on the team. Use the Help menu on the left, or the list below, to jump to any section.
Training
Open Training in the sidebar for the courses. Each one is a set of short modules you work through in order.
The big picture
Status is where all of our work lives. It shows the tasks assigned to you, everything you need to do them, and where each one stands. You do the actual work in Claude Code, the assistant you run tasks in — it runs inside the Claude Desktop app you install on your computer. Status tells you what to do; Claude Code helps you do it.
You do not need any technical know-how. You open your task, paste one command, and the assistant walks you through the rest. The sections below cover the whole thing, start to finish.
First time only
You only do this once on your computer. After that, starting a task takes seconds.
Keep all your work in one folder called SGA Working. Inside it you have one folder for each client you work on (plus one shared folder the assistant uses behind the scenes — you can ignore it). A client’s folder is simply where that client’s work lives.
Those two are just examples of the shape. You’ll create one folder for each real client you’ve been given, named the same as the folder that was shared with you.
This list shows the clients you have access to. The repository links stay tucked away unless you need them.
Every task
The same short loop every time: start it, do the work, finish it.
Every task says where it is done. You pick it when you create the task, and you can change it later from the small icon next to the task title in the pop-up. It sets which cockpit the task opens and how /start behaves, so pick the real one.
The workflow
Every task follows the same path from the moment it lands on your list to the moment it’s finished. Here’s the whole journey, and where you come in.
Your home screen
My Tasks is where you’ll spend nearly all your time. Here’s the whole page, top to bottom.
At the very bottom of the menu on the left is your availability. It tells the rest of the team whether you are at your desk, and it is also how you sign off.
Choosing On break or Done for the day also signs you out. That is deliberate. Always sign off this way at the end of your day rather than just closing the window.
The three boxes across the top are your Key Performance Indicators, or KPIs. These are the things we measure you on, which is why they are the first thing you see. Click any box to see the work behind the number.
See what is due
The Calendar shows your work on the day it is due, so you can see what is coming without reading down your task list. It plots two things: every task assigned to you, on its due date, and every date on an initiative you own. A task with no due date stays on My Tasks until it gets one.
Month or Agenda.Use the toggle in the top right to switch between a full month grid and an Agenda list. The month view is the overview, use the arrows to move between months, or the Today button to jump back. Agenda lists what is coming up next, starting with anything overdue, which is the quickest way to see “what is due soon” on a phone.
Reading the colours. A task due that day is gold. An initiative date is blue, and is labelled with which of the four it is: Plan approval, First revision, Due (send for approval), or Launch. Anything past its due date that you still owe is red, and an urgent item carries a red dot. Once a task is handed off (in QA or awaiting approval) the clock stops, so it is no longer counted as overdue here, exactly as on My Tasks.
Opening an item.Click a task to open its task pop-up, or an initiative date to open the initiative pop-up, right there on the calendar. Completed work is hidden by default, turn on “Show completed” to see what you have already finished.
Whose calendar, and which client. It opens on your own work. If you manage the schedule, two dropdowns at the top let you switch to another person (or everyone at once) and narrow to a single client. You only see the people and clients you have access to, so someone who can only see their own work simply has no dropdown.
Your Google Calendar, in green. Once your Google account is connected, your real calendar events show on the Calendar in green, alongside your tasks and initiative dates. Click one for its time, location, guests, and a join button for the video call. Zoom calls already on your Google Calendar appear here too. Your events are read live from Google, nothing is copied or stored. If you do not see them yet, a prompt at the top lets you connect in one click.
One sign-in. Logging in with Google now asks for your identity, email, and calendar together, so there is no separate "connect" step. If you signed up before this, your next login asks once to add calendar access. You can decline any part and still sign in, connecting is never required to log in.
Schedule a meeting.The “New meeting” button opens a short form: title, date, time, length, a host, and who to invite. You also mark it as a company (internal) or client meeting, and pick the client if it is a client meeting, so that when it is recorded, the transcript files itself in the right place. For video, you can create a fresh Zoom meeting on the spot, paste a link someone gave you, or skip it. The host does not have to be you, pick a teammate and it is booked on their Zoom, so you can schedule on someone else’s behalf. Everyone invited gets a normal Google Calendar invite with the join link, and it appears here on the Status calendar. Scheduling needs Google calendar write access, so if you only ever granted read, your next login will ask once to allow it.
Learning the platform
A training companyis a place to practise. It is a company like any other in here, with its own initiatives, tasks, meetings and mail, except that none of it is real client work, and none of it counts towards the company’s numbers. You can miss a deadline in a training company, leave an email unanswered for a week, or get something bounced back as out of spec, and no score anybody is judged on moves.
How to tell you are in one
The company’s name carries a Training badge, on its page and on its card in the client list. If you do not see that badge, you are in a real client’s work and everything counts.
What still works normally
What it is kept out of
Setting one up
Anyone who can add a client can make one: tick Training company when adding or editing it. Training exercises normally sit as sub-companies under one training parent, so each exercise is its own company and they stay together in the client list. Marking an existing company as training takes its past work out of the scores as well, so never do it to a real client to tidy a number up.
Working a task
Under Files on any task or initiative, Add link has a source called A meeting. Pick one of the client’s meetings and its whole transcript is attached to that piece of work.
Why bother, when meetings already file themselves
When a meeting is analysed it gets split into chapters, and you file the relevant chapter onto an initiative. That chapter is a slice: enough to know what was agreed, not enough to check it. Attaching the meeting gives the work the source. Whoever builds it, person or AI, can go back to what was actually said instead of trusting a summary of it. Where a summary and the transcript disagree, the transcript wins, and the recording on the meeting page settles it against the transcript.
Where it turns up
Vendors and public tests see it too
Attaching a meeting is a decision to share it. On a vendor task or a public test the whole transcript goes to them as well: it folds out under Files on their task page and it is in their starter kit. A transcript can wander onto other clients and topics, so on work that leaves SGA, only attach a meeting you are happy for them to read in full.
Attaching a template
also has : pick the monthly plan, the initiative plan or another canonical template and it is attached as a link to the live version, so it is always the current one. A starter kit downloads it with the task’s other files.
New here?
You don’t have to remember any of this. The first time you sign in, Status shows you a Setup checklist and walks you through it, one step at a time. Until you finish it, Setup is the only thing you’ll see, so there’s nothing to get lost in. Here’s what it covers:
Your assistant
You can connect an AI assistant to Status so it can answer questions about your work without you copying anything into it. It signs in as you, so it sees exactly the companies you see and nothing else, and anything it writes carries your name.
https://status.sga.team/api/mcpCustom connectors are a paid ChatGPT Business or Enterprise feature, on the web only. On a personal Plus or Pro account the option is not there.
Reading.Your companies and their projects, a project or a task in full, a task’s whole brief, your own task list, a search, and the client conversations (email, Asana and logged calls) for the companies you can see.
Writing. It can post a comment as you, start a project (with its plan task, exactly as the create wizard does), add a task to a project, attach a working file to a task, and hand a finished deliverable in: it passes the files, Status publishes them at their own link and registers the deliverable on the task.
Everything it writes carries your name and appears straight away, and a submitted deliverable is something the client can see, so it is told to show you what it is about to do and wait for your go-ahead. There is no undo, only a correction afterwards, so read it before you say yes.
How you grow here
Everyone starts as an Associate and moves up by demonstrating reliable, quality delivery. Each level adds responsibility and access. Progression is earned, not timed.
Entry level. Logs in, sees their own tasks only, completes them in Claude Code.
Coordinates others: can hand a piece they cannot do themselves to a teammate or freelancer while owning the quality of the outcome.
Owns one client relationship. Delegates to task-doers and reviews their work.
Manages that client's production environment. Can send work to the client and import plans.
Holds several client relationships at once and manages the people delivering them.
Troubleshooting
Your key is a one-time code that connects Claude Code to Status, so it knows who you are and only shows you the clients you’re allowed to see. Think of it like a password — keep it private.
~/.claude/settings.json (create it if it isn’t there).{ "env": { "SGA_REPO_API_SECRET": "your-key-here" } }For the two outside kinds, the task’s full view is the whole assignment, and it renders the outsider version: the project description, the brief, the checklist, the files (as downloads), any meeting context attached to the initiative, and the owner shown as “your project will be reviewed by”. Context on file, the communication thread, dependencies, the other tasks, repo paths and system ids are left out automatically. A Public test also leaves out the due date and the pre-build check, and comments are disabled on it (the page says so). A Vendor task keeps the due date, the check and the comments, since a vendor is logged in. Both kinds also ask Built with an AI tool? (in the wizard and next to the Vendor field in the pop-up), on by default. Say No for a manual task, a report, research, or work done in a tool like GHL: the page then keeps only the brief, the files, the checklist and the comments, and the hand-in is a note on what they did with a zip only if there are files. With it on, the page reads in this order: the brief, the checklist, a collapsed Full context and reference group (the project, the files with the sga-task.json manifest, the meeting context and our complete build guide), then How to start this project in seven steps (understand; open the starter kit with an AI tool; build a first draft in a submission/ folder; direct the work until the client would be thrilled; run and save three audits; record the conversation as an HTML deliverable with a review note; package and submit), then Submit your work. They hand back a zip of the contents of submission/: the manifest and one folder per deliverable, including the conversation record. A public test takes one submission per person and hides comments entirely; a vendor keeps the comments and hands in again after each review round. The upload is checked for that layout, and the review task lists what the zip holds: deliverable folders, archived versions, the conversation deliverable and saved audit reports. What you type into the description, put on the checklist, or attach is not filtered, so before the link goes anywhere: put everything they need on the task itself (files attached here or added as links with Add linkunder Files, or on the wizard’s last step when you create the task: a registered deliverable, any URL, or a meeting — which attaches its full transcript, though an outsider only ever sees the enriched meeting snippets, never the raw transcript), write the description as a brief for a stranger, make the checklist the definition of done, and open the full view to see exactly what they will see.
That’s it. The assistant pulls everything up to date, finds your exact task, reads all the background and any feedback the client has left, and tells you where things stand and what’s left to do.
When your work is ready, type /submit. It walks you through everything — you make just two quick choices (both click-to-answer), the rest is automatic.
Done. You get the link and a short summary of what happened.
inboxfolder inside your client’s folder.The inbox is the one placeto put things — you never have to figure out where a file “should” go.
You don’t need commands for most things. For example:
The short version: get it → do it → turn it in → it’s checked → it either comes back for edits or moves on → your PM finishes it.
In short: do it right, and do it by the date. Those two things are what a good month looks like here.
Below your KPIs the page splits into two columns.
Clear your inbox every day. Read each item, act on anything that needs you, then dismiss it. It should be empty by the end of your day. Do not let it stack up over days, because that is how a question sits unanswered for a week.
Your Status API key also lives on the right, tucked into a panel you can open if you ever need it again.
Work from the Next Up tab, and start at the top. They are already in priority order, so the top one is the one to do next. You do not need to work out what is most important. Anything you have already begun sits in In Progress.
Open a task and you get three choices:
Work in Claude Code
The normal one. Before you paste anything, you need Claude Code open in the right folder. Step by step:
Getting the folder right matters. If you are in the wrong folder, Claude Code will be looking at the wrong client’s work.
Work outside Claude Code
For work you do somewhere else. It simply runs the timer so your hours still get logged.
Need input to move forward
Use this when you cannot start because you are missing information or a decision. It raises the question with whoever owns the answer and marks your task blocked. Use it early. Do not sit on a task you cannot do.
Once you start a task a timer runs. That is what logs your hours, so you never type them in by hand. It keeps running until you stop it.
If you walk away without stopping it, the timer is still running. Get into the habit: stop working, stop the timer.
One safety net: if you try to move a task forward, submit it to QA or mark it complete, while its timer is still running, we check first. You either stop the timer and carry on, or keep working, which cancels the move and leaves the task where it is. Either way you cannot accidentally leave a timer running on a task that has moved on. Your time is logged the same as always, and a note is added to the task saying the timer was stopped because the task advanced.
The tabs across your task list are the stages a task moves through. Most of them are not yours to act on. They just tell you where your work has got to, so you can track it.
If it comes back to you, it reappears in your list marked Revisions, Functionality fix or Out of spec, with a note saying why. Fix it and turn it in again. Revisions and fixes are a normal part of the job and do not count against you. Only Out of spec does, because it means the work did not match what was asked for.
You never mark your own work complete. Once the client is happy, your manager closes it off.
A deliverable is a thing we hand to a client — a page, a PDF, a mockup. Open a task (click its card) and the Deliverables section sits just under the description. It stays collapsed until the task has a deliverable, so an empty task is not cluttered by it.
This is the same set you would see on the client’s Deliverables page — you are just linking from the task’s side. A deliverable can be linked to more than one task as the work moves through it; where it started is a record of its past, not a claim of ownership.
Every task and every initiative has a comment thread in its pop-up. It is the running conversation about the work — questions, decisions, and anything the next person needs to know. The composer sits below the thread and is always visible, so you never have to expand anything to add a note.
Tagging a teammate
Type @ and a list of the team appears, filtering as you type. Pick a name with the arrow keys and Enter, or click it. Anyone you tag is notified. This works when you reply to a comment as well as on a new one, so you can pull someone into an existing conversation rather than starting another.
The AI tools on the box
The small gold spark in the top-right corner of the comment box opens the same three actions you get on every other field in the app:
Dictate
Speak instead of typing; the words land in the box as you talk. The spark turns orange while it is listening. Tagging still works — say a teammate’s name after an “@” and they are tagged just as if you had typed it.
Generate with AI
Writes the comment for you from context you choose — the conversation on the client, or a meeting. Useful for “summarize where we landed” rather than typing it out.
Clean up with AI
Rewrites what is already in the box: removes the filler, fixes the grammar, leaves the meaning alone. This is the one to use straight after dictating.
An AI change never eats your text: an ↶ Undo AI change link appears under the box afterwards, and it toggles to Redo if you change your mind. Nothing is posted until you press Post comment, so you can always read it back first.
Still to come on the Calendar: Zoom transcripts flowing in automatically after a call.
Giving someone access
A training company is granted like any other company: in Settings, open the person and tick it under Clients they can view. Training companies are listed last there, with “(training)” after the name. Access is per company, so ticking the training parent does not open its exercises: tick each exercise the person should work in. Admins already see all of them.
Nothing is copied when you attach: edit the transcript on the meeting and every brief carrying it is updated. Remove it the same way you remove any file.
What it cannot do.Send email, move a task along, set priority, delete anything, or touch anyone’s access, including your own. It never sees a company you cannot see.
Your connections are listed on My Tasks, under “Set up Claude Code” → Connected apps (admins see everyone’s in Settings → Connected apps). Disconnectstops it immediately. Removing the connector at the assistant’s end does the same thing. To reconnect, add it again and sign in.
Runs operations. Full access to every client and every capability.
The fastest way up is simple: do the work you are given well and on time, and take on a little more when you are ready. Your manager will talk with you about the next step when it is close.