@PaulOne I use a tag on certain documents and then set up a filter which can be displayed on the dashboard or the sidebar or both.
Important point is to save the view !
E.g. purchase invoices are auto-tagged as ToBeInput and a correspondent set according to content.
Then I use a filter to see which are needing input (well, my assistant does).
When she has done that, she removes the tag and adds another InputDone.
Is this the kind of thing you are meaning ?
Screenshot 2022-12-21 at 15.29.29.png