Clients

Harbour Bakery: new menu design

Completed (1)

First drafts

A branch per client

Put each client at the top level and their jobs underneath. A progress ring on each job shows how much is done without opening it.

Admin as tags, not projects

Type #invoices or #calls in any task, wherever it sits. The tag view gathers them, so Friday admin takes one screen.

Repeats for the boring parts

Quarterly tax, monthly reports, the weekly backup. Set them to repeat and they come back when they are due.

The features that help

  • TagsType a #hashtag in any task. Each tag gets its own view across every project.
  • Due dates and repeatsDates, quick picks and repeats. The Due view shows what is overdue, due today and coming up.
  • Nested tasksEvery task can hold subtasks, as deep as you need. Big jobs turn into small steps.

Further reading

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