Open the dashboard link, pick your name, type your password, click Sign in.
The dashboard layout depends on your role:
Today's Focus lists everything scheduled for today. Tick the checkbox when finished — it stays visible with strikethrough.
My Weekly Plan is a rolling 28-day view starting from today. 4 days visible at once; scroll right or click In 1 week / In 2 weeks / In 3 weeks to look further ahead.
Marking tasks done:
Click + Quick add. Type up to 5 task titles, optionally pick a Category + Project that applies to all 5, then press Enter or click Capture all. Press Esc to close.
Captured tasks are unassigned and default to Project-based (so once allocated they appear in the recipient's My Projects panel). They land in the "Inbox — to allocate" panel for Owners/Management to assign.
Above your weekly plan, the My projects panel lists every outstanding Project-based task assigned to you. Click any card to edit it; tick the checkbox to mark it done. The panel hides itself when you have no open projects.
Click + New task. Title is required. Set Type (Regular or Project-based), Repeats (Daily/Weekly/Monthly/Quarterly/Annually), Day-of-month for monthly+, Assignee (multi-select with ⌘/Ctrl click), Scheduled day(s) (any combination of Mon–Sun), Due date, Hours, Priority, Notes.
Project-based tasks don't repeat. Monthly/Quarterly/Annually tasks anchor to a specific date — if that date falls on Sat/Sun, it shifts to the previous Friday.
Click My Hours. Set start/end and lunch for each day. Default: 10:30–19:00 with 14:00–15:00 lunch, Mon–Fri.
Annual leave quota: edit at the top of the leave section.
Booking leave: use ‹ / › to find the month, click a future date, choose Annual or Sick. Pending shows orange; approved turns red. Owners see the request in their "Leave requests" panel.
Tasks captured without an assignee land here. Pick Assignee (required), Project + Category (optional), click Allocate. The task moves to that person's All Tasks.
Shows project-based tasks (initiatives) only — not routine recurring stuff. Useful for tracking initiatives across the team. Filter by member with the chips.
Filterable list. Filter by Owner (Mine/Team/Everything), Status, Month, Category, Project, and grouping.
Click Leave Summary for a table of every team member's annual quota, annual used, sick used, and remaining. Edit quotas inline.
Click Settings to manage Projects, Team members, and Categories — add, rename, colour-pick, delete.
Promoting a teammate: in the Team members tab, pick a new Tier from the dropdown (Owner / Management / Normal). Steven and Ellie are pinned as Owners and can't be changed.
Click the trash icon. A warning is shown. Confirming will permanently delete the task from the database — it can't be undone.
Click Import. Paste CSV with columns title, assignee, day, category, priority, hours, due, status, notes, recurrence, project, startMonth, endMonth. Only title is required. Click Preview, then Import.
Click ← Sign out top-left, or click your user chip top-right.
Annual leave quota is editable inline. Used = approved + pending requests. Click any leave date in someone's "My Hours" calendar to manage individually.
| Member | Role | Quota | Annual used | Sick used | Annual remaining |
|---|
Set your weekly schedule. Tasks won't be auto-scheduled outside these hours. Lunch break is per-person.
Click a date to mark/unmark as leave. Ellie gets a notification — no approval needed.
Paste CSV or JSON below, or upload a file. CSV header must contain at least title. Other columns are optional:
assignee · day · category · priority · hours · due · status · notes · recurrence · project.
Day accepts mon–fri (or full names). Status defaults to todo.