How it is organised
A few places at the top, and work on a client happens inside that client.
Stage 1 · Foundation · In development
The left menu has only a few places. Everything about a specific client lives inside that client.
| Place | What it is |
|---|---|
| Today | A morning overview: your tasks, the team, deadlines, who to chase for payment and what is waiting for a decision. |
| Approvals | Everything waiting for your decision, from every source. |
| Clients | The list of clients. Each opens its own workspace with tabs. |
| Finance | The monthly cycle for the whole firm: received and spent, who owes, what is coming. |
| Team | People, workload, leave in a shared calendar, hours. |
| Settings | One place: My profile, The firm, Team and roles, Integrations. |
ClientsLazur FurnitureЛМPays on timeDelivery
Lazur Furniture
Furniture maker · client since 2024 · owner: Maria
МСППVoice taskTask
OverviewTasks 5Projects 2FinanceMeetingsFilesNotesRequests 1Contacts
Contact
Owner
via the portal
Contract
€430.00 / month
maintenance €400 · hosting €30
Hours in November
6.5 of 10 h
Finance
October Paid
November: €430.00 on 1 December
Open tasks 3
ЛМSpring collection catalogue: final reviewМСIn review
ЛМExport products to the marketplaceППIn progress
ЛМNew photos for the “Kitchens” categoryППTo do
Request from the portal
New category “Garden furniture” · yesterdayDeclineApprove
Activity
- Peter finished “Photos for the home page”2 h agoOnline catalogue
- The client suggested a new categoryyesterdaywaiting for approval
- Invoice paid €430.00Nov 2October, matched to the bank
- Meeting with the owner, 40 minOct 28summary from the recording in Meetings
- Maria started the project “Online catalogue”Oct 12
The client workspace
The tabs inside a client are: Overview, Tasks, Projects, Finance, Meetings, Files, Notes, Requests, Contacts. The overview shows what is open, the next meeting, the contract, whether the client pays on time and this month’s hours against the contract.
Keyboard shortcuts
| Key | Action |
|---|---|
| `⌘K` | Search and create: clients, tasks, invoices, notes, files |
| `⌘J` | The “Ask” panel |
| `C` | New task |
| `V` | Voice task |
The firm’s own internal work (its own projects and meetings) is simply one more client, for example “Internal”.