Portfolio Actions
Work every client's action queue from one list, grouped by urgency, client, category, or repeated action type.
Single-brand Actions answers "what is next on this brand?" Portfolio Actions answers the question that comes after it: across ten clients, what is next today?
It is the same queue and the same lifecycle. Start, complete, dismiss, snooze, pin, reopen all behave as they do on one brand, and the record is shared, so dismissing here dismisses there. What the agency layer adds is client context, cross-brand grouping, and bulk work.
For how actions are suggested, permissioned, and measured, read the Actions docs. Everything there applies here, multiplied by however many clients you run.
Three lenses on one page
The page carries a Portfolio view switch in the toolbar with three options:
- Work is the cross-brand queue this page describes.
- Results is what the finished work earned, verdict first.
- Automations is what keeps checking on each client and how much authority it has.
Results and Automations are lenses, not separate workspaces, so they keep the page's brand filter. Filter to one client in Work and switch to Results and you are still looking at that client.
Grouping is the lever
The Group control is the most useful thing on the page. Four options, each suited to a different shape of triage.
Time horizon is the default. It splits the queue into Now, Up next, and Later. Use it when you are working by urgency rather than by account: Now is your day, Up next is your week.
Brand turns each client into a section. Use it when you are clearing one client's queue or prepping for a check-in.
Category batches similar work. The categories are Content, Technical, Competitive, Optimization, Citation, Setup, Reddit, and Diagnose.
Action type is the one worth knowing about. It finds the same job repeated across clients and sorts the largest pile first. When more than one client shares a type, the section header says how many, so "Fix Broken Cited Page (6 brands)" reads as one portfolio sweep rather than six separate chores. Select the set, work the drafts, ship them in a session.
Sort runs inside each group: Priority by default, Newest first, or Category.
Filters and the pulse
Four numbers sit above the list, and every one of them is a filter.
| Cell | What it counts | What selecting it does |
|---|---|---|
| Open | Actions in the current slice | Clears the filters, or returns you to open work from the completed slice |
| Quick wins | Low-effort actions across the portfolio | Narrows the list to them |
| Clients | Clients with work outstanding, of the total | Regroups by client, or clears the client filter |
| Done · 7d | Actions completed in the last seven days | Switches the list to the completed slice |
The toolbar adds a search box and three filters: Brand (multi-select, one row per client), Category (with Quick wins pinned at the top), and Status, which toggles the dismissed pile into view. Everything you choose is written to the URL, so a filtered queue is a link you can paste to a teammate.
Working the queue
Select a row to open the detail pane: the briefing, the evidence, the playbook, and any drafts, exactly as on a single brand. Executable action types keep their inline controls; there is no separate cross-brand approval step.
After Complete or Dismiss, the page moves you to the next action in the list so triage does not break stride.
Select several rows and the bulk bar offers Complete, Snooze (three days), Dismiss, and Copy, which puts the selection on the clipboard as a client-prefixed list. Bulk transitions work across clients, and completing attaches the right per-brand snapshot to each one.
Every row carries the client's mark and name, so with any grouping other than Brand you always know whose work you are looking at.
Three ways agencies use it
Daily triage. Leave the default grouping. Work Now top to bottom, glance at Up next, ignore Later.
Portfolio sweeps. Group by action type. The section headers with brand counts tell you which work is portfolio-wide. Select the pile, bulk through it.
Client check-in prep. Filter to the client, read the Done · 7d slice for what shipped, then switch to the Results lens for what it earned.
Who can open it
Portfolio Actions needs agency access on the account and agency mode on the team, so in practice Scale, Enterprise, an active Scale trial, or an enterprise contract. Clients signed in to a portal never reach it.
Common questions
Why is there no synthesized briefing at the top?
A briefing belongs to one brand and reads its visibility, citations, and competitors. Ten of them stacked on one page would be unreadable, so each stays on its brand's Actions page.
Does dismissing here affect the single-brand queue?
It is the same record, so yes. The two pages are lenses on one queue, not two queues.
What happens if the underlying problem is fixed before I do the action?
The action retires itself. A fix for a broken cited page disappears once the page resolves, a listing action disappears once the listing lands. It leaves the open queue without you closing it.
Can I bulk-complete across several clients at once?
Yes. Select rows from any mix of clients and apply the transition. Trakkr attaches the correct brand snapshot to each, which is what keeps the measurement honest.
Can I hand a filtered queue to a teammate?
Yes. The view, grouping, sort, brand and category filters, search, page, and the open action are all written to the address, so copying the URL hands someone the same screen. They still need access to the clients in it.