Portfolio Actions

Single-brand Actions answers "what's next on this brand?" Portfolio Actions answers the question that comes after: when you're operating ten brands at once, what's next across the portfolio?

It uses the same Actions and lifecycle: start, complete, dismiss, snooze, pin, and reopen. The agency layer adds brand context, portfolio filters, and grouping. If you have used single-brand Actions, the building blocks here will feel identical.

For the full model, including how Actions are suggested, approved, and measured, read the Actions docs. Everything described there applies here, multiplied by however many brands you manage.

Three tabs, one account of the work

Work is the cross-brand Action list described on this page.

Results groups measured outcomes across clients as Earned, No movement, Couldn't measure, Reverted, or Coincided with a drop.

Automations shows which Automations are active for each client, what each is allowed to do, and what its recent checks found.

Grouping is the lever

The single most useful control on the page is the group-by dropdown. Four options, each suited to a different triage shape.

Time horizon (the default) splits the queue into Now, Up next, and Later. The right shape when you're triaging by urgency: what does my week look like, regardless of which brand is involved.

Brand turns each brand into a section. The right shape when you're working through one client's queue at a time, or prepping for a client check-in.

Work type groups similar work. The words clients and teammates see are Technical fix, Page improvement, Content refresh, New content, Outreach draft, Reply draft, Campaign, Setup, and Watch. Use this when you want to batch similar work.

Action type finds repeated Actions across brands. If five brands all need meta descriptions fixed, treat that as one portfolio-wide sweep. Section headers show the brand count so the pattern stands out. Select the set, work through the drafts, and ship them in one session.

Brand filter and brand context

The brand filter (chip-style multi-select in the toolbar) scopes the queue to one or more brands. It persists to the URL, so the filtered view is shareable.

Every row carries the brand's favicon and name without needing a column for it. With any grouping other than brand, the favicon is what tells you which client each action belongs to.

Acting on an action

Same as single-brand: the detail pane has the briefing, evidence, playbook, and any drafts. Transitions are start, complete, dismiss, snooze, pin, reopen. Bulk transitions work across brands (Complete attaches the right per-brand visibility snapshot to each). The page auto-advances to the next action after Complete or Dismiss so triage doesn't break stride.

For executable Action types, such as CMS fixes and content publishing, the inline controls work the same way. There is no separate cross-brand approval flow.

When you'd use it

Daily standup. Default group (time horizon). The Now section is your day, Up next is your week. Work top to bottom.

Pattern-spotting across the portfolio. Group by action type. Section headers with brand counts tell you which work is portfolio-wide vs one-off. Multi-select the portfolio-wide ones, bulk through them in a single session.

Client check-in prep. Filter to the client's brands, then open Completed for what shipped and Results for what changed. Switch to Open for what comes next.

Plan access

Common questions

Why doesn't the synthesized briefing show up here?

The briefing belongs to one brand and covers that brand's visibility, citations, and competitors. Several briefings on one page would be hard to read, so each stays on the brand's Actions page.

Does dismissing here affect the single-brand queue?

It's the same record. Dismiss here, dismiss there. The two pages are different lenses on the same underlying queue, not separate queues.

What happens when the underlying signal resolves before I do the action?

The emitter retires the action automatically. A fix_audit_issue for a 404 disappears when the 404 is fixed, a get_listed_on_source disappears when the listing lands. The action just leaves the open queue.

Can I bulk-complete across multiple brands?

Yes. Select rows from different brands and apply the bulk transition. Trakkr attaches the right brand snapshot to each one. This is the fastest way to close a portfolio-wide sweep.