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Tasks
Select a client to view tasks
Total Tasks
0
In Progress
0
Overdue
0
Completed
0
Pipeline
Contacts & business relationships
Clients
Manage your client roster
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Documents
Client-linked file and folder index with categories, pins, and searchable tags
Tags
Browse tasks and documents by tag or category
Admin Panel
Manage team members, roles, and access
Admin access only — click the edit button on any user card to manage their profile, role, and password reset
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Time Report
Time logged across all clients
From To
Total Logged
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This Week
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This Month
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Clients w/ Time
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Entries
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Client Live Tasks Deleted Tasks Total
Settings
Team management & app configuration
Billing
Track domain, hosting, and subscription costs
Est. Monthly
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Est. Annual
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Expiring (30 days)
0
Active Items
0
Activity
Team comments and updates
Import
Batch import clients, tasks, or billing from CSV — admin only
Paste CSV / TSV