Overview
Activity is your personal to-do list in Turris. It surfaces every outstanding item that needs your attention and gives each one a one-click action button that drops you on the exact screen where the work gets done, so nothing a carrier or agency needs from you slips through the cracks.
What is Activity?
Activity is where you see what Turris needs from you and act on it without hunting around the app. Whenever the platform detects work that requires your input, it creates an action item with a direct button that takes you to the page where you can resolve it. For agents today, that work is almost always answering the background and state-specific questions required to renew a license or complete onboarding.
Who uses it. Licensed agents and producers signed into the Turris agent portal. This is the page you open when an agency or carrier you work with needs information from you, and the page you return to afterward to confirm the item closed.
What you can do here:
See every open item that needs your attention in one place, with a live count pinned to the Activity item in the left sidebar
Jump straight to the screen that resolves an item with one click, instead of searching through menus
Scan items grouped by type, then expand the group you want to work on
Order items by your own priority using the Do / Decide / Monitor / Postpone quadrants you set in Settings
Filter by priority, category, status, date, and active-vs-archived, and search by title
Pick up exactly where you left off, because your filter and search selections travel in the page link
Accessing Activity
Left sidebar → Activity. A small badge on the Activity item shows the live count of your open items; it refreshes about every 30 seconds, so new work appears without you reloading the page.
The page opens on the Action items card. It defaults to showing Todo items (your open backlog), the Active view (non-archived), with the newest first. When you have open items, the card header is tinted yellow with an alert icon to read as a "needs attention" prompt; when you are caught up, the header turns a calm gray.
What's visible at the top of the Action items card:
Element | What it shows |
Action items title | The card heading. The line beneath it reads |
N open badge | The number of open (not done) items, shown to the right of the title. |
Search box | Filters the list by matching what you type against the item title. |
Filters button | Opens the filter popover (priority, category, status, sort, date range, active/archived). A small number on the button shows how many filters are active. |
Priority strip | A single row of counts, one per quadrant: Do, Decide, Monitor, Postpone. Hidden when there is nothing to count. |
Below that sit the category groups. Each category is a collapsed accordion: click its header to expand it (only one group is open at a time). A category header shows a selection checkbox, the category name (for agents this is Background questions), a count badge, an N high priority note when any items are in your Do quadrant, and a ? icon that reveals a one-line description of the category.
Expanding a category reveals its individual items. Each item row contains:
Row element | What it shows |
Priority stripe | A colored bar on the left edge marking the item's priority quadrant (see Status and Visual Elements). |
Title | The name of what needs to happen. Click it to open the resolution screen. |
Description | A short explanation of why the item exists, shown under the title when it adds detail. |
Detail line | Context such as the entity name and, when the item has no due date, a |
Due-date badge | Appears when the item has a deadline: Overdue, Due (within 14 days), or a neutral Due further out. |
Status badge | The current state: Todo, In Progress, or Done. |
Answer Questions button | The primary action button at the right of the row. Its label names the next step; click it to open the screen where you finish the work. |
Note: As an agent you will typically see a single category, Background questions, because that is the work Turris routes to producers today. Other personas (agencies, carriers, MGAs) see additional categories on their own Activity pages.
Answering a Required Item
When you'd do this. A carrier or agency you work with needs information from you, and Turris has created an item, most often the background and state-specific questions tied to a license renewal. This is the core thing you do on the Activity page.
Open Left sidebar → Activity.
In the Action items card, click the Background questions category header to expand it.
Find the item and read its title and description so you know what is being asked.
Click the item title or the Answer Questions button at the right end of the row.
Turris opens the question form for that renewal, where you answer the required background and state-specific questions.
Submit your answers on that screen.
Note: You do not need to mark the item Done yourself. Once you submit your answers, Turris detects the submission and moves the item to Done automatically, and it drops off the open count on the sidebar. Allow a moment for the change to sync.
Organizing Items by Priority
When you'd do this. You want the items that matter most to sit at the top of the list and the rest to drop lower. Turris uses the four Eisenhower quadrants to order your items, and you decide which quadrant each category belongs to.
The quadrants, as labeled on the agent Activity page:
Quadrant | Meaning | Where its items appear |
Do | Urgent and important. | Top of the list; counted in the |
Decide | Important but not urgent. | Below Do. |
Monitor | Urgent but not important. Keep an eye on it. | Below Decide. |
Postpone | Neither urgent nor important. | Hidden from the default list until you select the Postpone filter. |
Categories you have not assigned to any quadrant are grouped as Other and sit at the bottom.
To change your assignments:
In the Action items card header, click Filters.
At the top of the popover, next to Filter by priority, click the gear icon.
The Settings → Action Item Priorities page opens. Assign the Background questions category to whichever quadrant fits how you want it surfaced.
Tip: Set this once. After that, every new item in that category is sorted into the quadrant you chose, so your most pressing work always lands at the top of the list.
Filtering and Searching
Click Filters in the Action items card header to open the filter popover. Every selection is encoded in the page link, so you can reload, bookmark, or share the exact view you set up.
Filter | Type | Purpose | Example use |
Priority (Do / Decide / Monitor / Postpone) | Multi-select pills | Show only items in the chosen quadrants. | Click Do to focus on what is urgent and important right now. |
Category | Multi-select pills | Limit the list to one or more types of work. For agents, the option is Background questions. | Narrow a mixed list to just the work you came to do. |
Status (Todo / In Progress / Done) | Multi-select pills | Show only items in the chosen workflow states. | Add Done to confirm a recently completed item closed. |
Sort by (Newest first / Oldest first) | Single-select pills | Order items by when they were created. | Pick Oldest first to surface an item that has been waiting the longest. |
Date range (All time / Today / Last 7 days / Last 30 days / This month / Last month) | Single-select pills | Limit items to a recent window. | Choose Last 7 days to see only what arrived this week. |
Show (Active / Archived) | Single-select pills | Switch between your active list and archived history. | Switch to Archived to look back at items that were cleared away. |
The number on the Filters button counts how many filters are active. Use Clear all inside the popover to reset every filter at once.
The Search box at the top of the card matches what you type against the item title. Partial matches work, so typing renew finds items whose title contains that word.
Status and Visual Elements
The Status badge on each item uses three colors:
Color | Label | Meaning | What to do about it |
Yellow | Todo | The item has been created but not started. | Click Answer Questions (or the item title) to open the resolution screen and begin. |
Blue | In Progress | Work on the item has started but is not finished. | Finish the workflow on the resolution screen; the item closes once your answers are submitted. |
Green | Done | The underlying work is complete and the item is closed. | No action needed. Done items are hidden by default; add the Done filter to view them. |
The due-date badge flags deadlines:
Color | Label | Meaning | What to do about it |
Red | Overdue, <date> | The deadline has already passed. | Resolve it as soon as possible; an overdue renewal item can put a license at risk. |
Yellow | Due <date> | The deadline is within the next 14 days. | Plan to complete it this week so it does not lapse. |
Gray | Due <date> | The deadline is more than 14 days out. | No immediate action; revisit as the date approaches. |
Other visual cues:
Priority stripe. The colored bar on the left edge of each row marks its quadrant: red for Do, blue for Decide, yellow for Monitor, and gray for Postpone or unassigned (Other).
Archived badge. A gray Archived badge marks items you are viewing in the Archived view.
Card tint. A yellow card header means you have open items that need attention; a gray header means you are caught up.
Bulk toolbar. The card includes a toolbar for changing status and archiving items in bulk. Background-questions items are system-required and close on their own when you answer them, so their selection checkboxes stay disabled and the toolbar reads
Select rows to update status or archive them in bulk.You will not normally need it.
Frequently Asked Questions
Why do I only see Background questions? That is the category of work Turris routes to agents today. When an agency or carrier needs other information from you in the future, new categories will appear here automatically.
Do I have to mark an item as Done? No. When you submit your answers on the resolution screen, Turris detects the submission and moves the item to Done for you. Marking status manually is not required to close a background-questions item.
Why are the checkboxes on my items grayed out? Background-questions items are required and resolve automatically when you answer them, so they cannot be selected for bulk status changes or archiving. The checkboxes are intentionally disabled for these items.
What is the difference between Done and Archived? Done is a workflow status that means the work is complete. Archived moves an item out of your active list into a history view; switch the Show filter to Archived to find archived items. Background-questions items close to Done on their own and are not archived manually.
Will my filters still be there if I reload the page? Yes. Your filters, sort order, and search term are all encoded in the page link, so reloading, bookmarking, or sharing the link preserves the exact view you set up.
What does the number on the sidebar mean? It is the live count of your open items, that is, everything not yet in Done. It refreshes about every 30 seconds as items are created or completed.
Best Practices
Check Activity whenever the sidebar badge shows a number. The count on the Activity item is the fastest signal that a carrier or agency needs something from you.
Use the action button, not the status pills, to finish work. Marking an item Done does not answer your questions. Click Answer Questions and complete the form; the item then closes on its own.
Watch the due-date badges. A red Overdue or yellow Due badge on a renewal item means a license deadline is close. Resolve those first.
Set your Action Item Priorities once. Assign the Background questions category to a quadrant in Settings so your most pressing items always sort to the top.
Read the description before you start. The line under each item title tells you which renewal it belongs to, so you answer the right set of questions.
Need Help?
If you have questions about Activity or encounter any issues, contact our support team at support@turris.com.