Open tasks
Live from the task database
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Weekly Status
Meeting review view
This week
Client page
Client
Current month overview
Monthly budget
No budget
0%
0h used
No monthly budget
Add retainer or project estimates in the client tabs.
Client details
ID pendingActive work
0 tasksRecent time
0 logsClients
All active and archived client records
| Company | Type | Billing | Status | Retainer | Open Tasks | Contact |
|---|
Project page
Project
Shared task overview
Task details
Open- Client
- No client
- Project
- No project
- Staff
- Unassigned
- Due date
- No due date
- Urgency
- None
- Hours left
- Not set
Notes
Task IDNo notes for this task yet.
Client / Retainer Totals
Logged time compared with planned hours and retainer budgets
Weekly Timesheet
Enter time as 1h 30m, 90m, or 1.5
Time Log Archive
Search historical time by date range, client, project, or staff
0h
0 logs match this range
Work
Overview of active clients, projects, retainers, and task load.
Active Projects
Projects grouped from the shared database
| Company | Project Name | Start | Due | Type | Owner | Budget |
|---|
Admin Settings
Email templates and app settings are saved here for planning and database-backed workflows.
Add Client
Create the account-level record first.
Add Client
Create the account-level record first.
Add Project
Projects belong to one client.
Add Project
Projects belong to one client.
Add Task
Tasks belong to one project.
Add Task
Tasks belong to one project.
Notification Settings
Sent when a task is marked complete. Supports {{task}}, {{taskId}}, {{client}}, {{project}}, {{completedBy}}, {{completedAt}}.
Weekly Email Settings
Sent Monday to each employee. Use {{assignedTaskList}} for their tasks and {{teamTaskList}} for everyone else's due dates.
Weekly digest placeholders
{{assignedTaskList}} shows tasks assigned to that employee. {{teamTaskList}} shows other team tasks due Monday through Friday.
Hi {{name}},
Here's your weekly due dates coming up:
{{assignedTaskList}}
Other tasks due this week:
{{teamTaskList}}
Test Email Settings
Used by sendTestTaskNotification(). Supports {{name}}, {{email}}, and {{role}}.
Client Tag Colors
Colors apply to client tags throughout task and time views
Time Log Exports
0 logs available across all users
0h
0 logs match this range
Archived Projects
0 archived tasks available for historical reports