Projects
Everything about one job, on one card.
The planning doc, the proposal, the people and the crew’s tasks for one job or event, with the next step on top. Every piece opens in its own tool.
How it works
One card. Every piece of the job.
Open the card and the doc, the deck, the people and the tasks are all there, with the next step on top.
Example job · illustrative data
- Start the cardOne card per job or event: the name, the date, the team.
- Link the piecesAdd a new planning doc, deck, guest list or task board, or link one you already made.
- Follow the stepsPlan, Build, Promote, Event day, Follow-up, with a suggested next step and the reason for it.
Everything it does
What Projects does today.
The card
- The planning doc from Docs
- The deck from Slides
- The guest list from a CRM board
- The crew’s tasks from Tasks
- Link pieces you already made, or start new ones from the card
The steps
- Plan, Build, Promote, Event day and Follow-up
- A suggested next step, with Why? shown
- Do it or Not now, one tap
The team
- Everyone on the job shown on the card
- Add a person from the card
- An activity feed of what changed
Coming soon on the card
- An RSVP page from Websites
- Door check-in with Check-In
- Letters from Letterhead
- Invoices and receipts
Who uses it
One card for the jobs that have too many moving parts.
Scope, proposal, customer and crew on one card, from quote to walk-through.
Photos, the proposal and the crew’s list, all on the job.
Menu, proposal, client and prep list for one event.
The plan, the screen deck, the sign-ups and the crew.
Notes, the listing deck, buyers and the open-house tasks.
The outline, the slides, the sign-ups and your helpers.
Planning doc, program, sponsors and volunteers, step by step.
Run sheet, slides, guests and teams for one Sunday.
Works even better connected
Projects is the connected part.
Every tool works on its own. Projects is where they meet: one customer, one job, every piece in one view.