Workspace / Dashboard

Dashboard

Needs Attention

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Today's Wins

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Staff Today

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Add Staff Member

New Company

Company Details
Location & Web
Employees
No employees yet · search above to add staff.

New Project

Project Details
Schedule & Ownership
Team Members
No members yet · search above to add staff to this project.

Reset Password

Reset the login password for —.
This sets their login password immediately. No email is sent — copy the password above and share it with the staff member yourself.

New Task

Basics
Type @ to insert a resource or social account. Only items the chosen assignee can already see are suggested — you can't accidentally leak a restricted one.
Project
A project groups related tasks under a company and defines the people who can be assigned to those tasks. Pick the project this task belongs to — the staff list below is restricted to that project's members.
Schedule

New Resource

Type
Link
URL
Credential
USR/PW
Card
PAYMENT
Bank
ACCT
Server
SSH
Image
FILE
Document
FILE
Note
TEXT
Basics
Just a label. Group resources by company so they're easy to find in admin filtering. Who actually has access is set below.
Link

New Reminder

Category
When
Who can see this

Reminder

New Recurring Task

Fires every day from the moment you save it.
Recurring tasks fire on the cadence you choose. The staff member ticks each occurrence in their portal; the count shows in the unified Tasks list.

New Account

Log a Post

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Update Post Numbers

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Re-saving the same date overwrites that day's entry.
Done