Pipeline & tasks

How the pipeline worksNew

Jobs, tasks, and subtasks — what each layer is for, and how to decide which one you need.

Working a taskNew

Everything on the task panel — the fields that matter, and the two toggles people miss.

SubtasksNew

Break a task into smaller steps, and control whether those steps gate the work moving forward.

Statuses and pipelinesNew

Build the columns your firm actually works in, and control what the client sees at each stage.

TagsNew

Create a shared, firm-wide vocabulary you can apply to tasks and clients, then filter and automate against it.

Saved viewsNew

Save a filter once so you do not rebuild it every morning — as a personal tab or one the whole firm sees.

Filter the task listNew

Every field you can filter tasks by, and which questions each one actually answers.

Bulk actions on tasksNew

Change many tasks at once — and what still fires when you do.

Recurring workNew

Set up monthly, quarterly, and annual work that creates itself — and decide what happens when last period is still open.