Product Brief · SGA Tasks · July 11–15, 2026
A practice files a request. It lands on the right team, with every answer they gave and every file they attached, already prioritized and dated. That whole path is live this week.
Requests used to arrive with no team attached — all 89 routing rules pointed at nothing, and the Team dropdown came back empty. Requests now route themselves by what was asked for.
37 request types. Anything that produces an asset lands with the team that makes assets.
26 request types. Campaign, listing, and practice-data work routes straight to Gen & Spec.
HQ keeps the override. Practices never see a team picker — their request just goes where it belongs. Corporate submitters get an optional Route to team selector, and an explicit choice always beats the automatic one. Leave it blank and auto-routing takes over.
Previously the task showed a flattened description and the rest of the submission sat in a field no one could see. Now the task is the request.
The task drawer has a Request details section that renders the full submission — every question, every answer, in the order it was asked. No more opening the form to figure out what was actually requested.
When a requester marks something High and asks for it by the 30th, that drives the task's priority tier and sets a real due date. Both fields were cosmetic before.
Every request form has an Attachments section. Logos, photos, reference images, existing collateral — they upload with the request and show up on the task's Files. No follow-up email to go collect them.
Public request forms are filled in by people with no login, so uploads used to be impossible there. They now work through a dedicated anonymous upload path — images and PDFs accepted, rate-limited, with executables rejected.
Intake had grown two marketing forms, a set of forms for work the growth team doesn't own, and two different screens both called "Rules."
The duplicate legacy form is retired. The smart-router SGA Marketing Request is now the single marketing entry point.
The admin form catalog is relabeled so it reads as the configuration layer behind Requests, not a second place to submit work.
The trigger/condition/action engine is Automations. The request-type-to-team routing admin is Routing — previously reachable only if you knew the URL.
Category cards are built from the forms that are actually published, so the permanently empty categories are gone and no form gets orphaned. Out-of-scope IT, compliance, HR and vendor forms are retired.
The Practice Data Hub now runs on the SGA Master Crosswalk — the authoritative record that reconciles every practice across Workday, Paylocity, Dentrix, New Sage and Abv. The roster had been running on a stale April snapshot missing roughly 130 rows.
Business unit, division, region, legacy company, practice status and type are now real fields — and Business Unit and Legacy Company are filters in the brand directory.
Reporting can group by Business Unit, Division, Region and Legacy Company, and the practice rankings can chip by business unit and company.
Roughly 50 unlinked Google Ads accounts can now be matched to practices automatically. Unambiguous matches bind on their own; near-matches are offered as ranked suggestions for a human to confirm — never bound silently.
Counts you can trust. Corporate, holdco, lab, accounting and test records are now tagged and excluded from practice rosters and counts by default, so "how many practices" finally returns the same number everywhere.
Most of these came straight from people using the tool and telling us what was broken. Thank you — that's the fastest path we have.
| What was happening | Where it stands | Raised by |
|---|---|---|
| Assigning to real staff didn't work — searching "Kelly" returned no people | The assignee and owner pickers now list actual active staff. Demo "View as" personas are excluded, so work can't be routed to an example account. | Multiple |
| File uploads on tasks and projects failed for every file | Uploads work again, including PDF, CSV, Excel, Word and zip. | L&D team |
| Task names invisible in the project list on a laptop screen | The Task column has a guaranteed minimum width and titles wrap to two lines instead of being squeezed away. | Amy McNeill |
| Grouping a project's task list didn't do anything useful | Project task lists now group by status by default, and group headers show team names rather than raw IDs. | Amy McNeill |
| Internal form pages rendered blank for signed-in users | Fixed. The pages load normally. | Multiple |