Pipeline & tasks

How the pipeline works

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

Working a task

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

Subtasks

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

Statuses and pipelines

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

Tags

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

Saved views

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 list

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

Bulk actions on tasks

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

Recurring work

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