All parts

Work: what gets done

Projects, tasks, jobs, deals and meetings, with every task assigned to someone.

Work: projects, tasks and meetings
About this part
  • ProjectsGoals, roadmaps, timelines and sprints to plan the work.
  • TasksTasks and subtasks, each with an owner and a due date.
  • Jobs and dealsThe work you do for clients and the sales you are pursuing.
  • MeetingsSchedules, notes and action items.
  1. Plan itCreate a project, break it into tasks and give each task an owner and a due date.
  2. Take it onClaim a task, hand it back or pass it on, so it is clear who has it now.
  3. Follow itEach task, project, job and deal has its comments, its activity and its linked records on one page.
  • PlanAsk Monocle AI for a plan that breaks a goal into steps.
  • You decideYou create, assign and finish the work.

How Work connects to the other five parts

Each item lives in one part and links to the others, so it is kept once and right everywhere.

  • WorkRecords

    A deal for a company

    Link a task, project, job or deal to the contact or company it is for, and see the link from either side.

    Open Records

  • WorkAssets

    The brief on the task

    Link a document or a Drive file to the task, project, job or deal it belongs to.

    Open Assets

  • WorkComms

    The conversation on the work

    Each task, project, job and deal has its own comments with @mentions, and a conversation can be linked to the work it is about.

    Open Comms

  • WorkMoney

    Billing the deal

    A quote and an invoice point to the deal they come from, with no copy of it.

    Open Money

  • WorkTools

    Bookings become work

    A booking taken on your booking page is Work, so you can find it and link it like a meeting.

    Open Tools

Kept accountable, honest, secure and private

How the four principles apply to Work.

  • Accountability

    Tasks are assigned, claimed and handed back, and each step is written to the item's activity.

    Read the principle

  • Integrity

    When a task, project, job or deal changes status or dates, the old and new values are kept on its activity.

    Read the principle

  • Security

    A link can only join items in the same workplace; a link to another workplace's item is refused.

    Read the principle

  • Privacy

    Linking a task to a contact or a file gives nobody access to either; access is set on each item.

    Read the principle

Comms keep it attached

Conversations stay on the work

Comments and @mentions sit on the task, project, job or deal itself, next to its activity.

Monocle AI, with you in the loop

Ask what is still unclaimed across tasks, projects, jobs and deals, then decide who takes it.

Human in the loop AI

Run your business from one workplace

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