Open tasks
Live from the task database
Status Meeting
Open work for project review
Client
Current month overview
Monthly budget
No budgetClient details
ID pendingActive work
0 tasksRecent time
0 logsClients
All active and archived client records
| Company | Billing | Progress | Open Work | Contact | Actions |
|---|
Project
Project Overview
UnassignedNo project description yet.
- Start
- TBD
- Due
- TBD
- Billing
- Not set
- Retainer
- Not set
Client Summary
No client-facing summary yet.
Internal Notes
Managers onlyNo internal notes yet.
Tasks
0 tasksProject
Task overview
Task details
Open- Client
- No client
- Project
- No project
- Staff
- Unassigned
- Due date
- No due date
- Urgency
- None
- Hours left
- Not set
Notes
Task IDNo notes for this task yet.
Weekly Timesheet
Enter time as 1h 30m, 90m, or 1.5
Client Time Budgets
Retainers reset monthly; project work uses cumulative time
Active Projects
Projects grouped from the shared database
| Company | Project Name | Start | Due | Type | Owner | Budget |
|---|
Product Roadmap
Planned improvements and custom product tools
Admin Settings
Email templates and app settings are saved here for planning and database-backed workflows.
Add Client
Create the account-level record first.
Add Client
Create the account-level record first.
Add Project
Projects belong to one client.
Add Project
Projects belong to one client.
Add Task
Tasks belong to one project.
Add Task
Tasks belong to one project.
Notification Settings
Sent when a task is marked complete. Supports {{task}}, {{taskId}}, {{client}}, {{project}}, {{completedBy}}, {{completedAt}}.
Weekly Email Settings
Sent Monday to each employee. Use {{assignedTaskList}} for their tasks and {{teamTaskList}} for everyone else's due dates.
Hi {{name}},
Here's your weekly due dates coming up:
{{assignedTaskList}}
Other tasks due this week:
{{teamTaskList}}
Test Email Settings
Used by sendTestTaskNotification(). Supports {{name}}, {{email}}, and {{role}}.
Client Tag Colors
Colors apply to client tags throughout task and time views
Current Time Logs
0 logs available across all users
Time Log Archive
Search current and imported Teamwork time by date range, client, project, or staff
Activity History
Loading recorded changes
Archived Projects
0 archived tasks available for historical reports