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Pipeline
Contacts & business relationships
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
Time Report
Time logged across all clients
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 |
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Settings
Team management & app configuration
Reports
Overview and analytics across your workspace
Reports coming soon — time logs and task analytics will appear here.
Billing
Track domain, hosting, and subscription costs
Est. Monthly
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Est. Annual
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Expiring (30 days)
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Active Items
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Activity
Team comments and updates
Import
Batch import clients, tasks, or billing from CSV — admin only
Paste CSV / TSV