How to view the team's queue
Owners and admins can see in the Team tab what's pending with each person and what still has no owner.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The team's queue shows where work is stuck: who has an overdue activity and which deals have no owner. It helps you redistribute work before the customer goes cold.
Where to find it in Cognizy
Before you start
- The Team tab is only visible to the owner and admins.
Step by step
- Step 1:
Open and click the Team tab.
- Step 2:
The list combines everyone's items. Each one shows what it is, which deal it belongs to, and how long it's been waiting.
- Step 3:
Deals with no owner appear under Unassigned. Click Choose owner to open the deal and set who's handling it.
How to know it worked
The Team tab shows everyone's pending items. After you choose an owner, the deal moves out of Unassigned and into that person's queue.
If something goes wrong
I don't see the Team tab.
Your role isn't owner or admin. Ask whoever manages the account to adjust your access under Settings › Team.
Next step
Set up what the AI can do on its own with deals.
Sign in with your Cognizy account to save your progress.
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