Workspace / Dashboard

Dashboard

Needs Attention

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Today's Wins

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Staff Today

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Add Staff Member

New Company

Company Details
Location & Web
Employees
No employees yet · search above to add staff.

New Project

Project Details
Schedule & Ownership
Team Members
No members yet · search above to add staff to this project.

Reset Password

Reset the login password for —.
This sets their login password immediately. No email is sent — copy the password above and share it with the staff member yourself.

New Task

Basics
Project
A project groups related tasks under a company and defines the people who can be assigned to those tasks. Pick the project this task belongs to — the staff list below is restricted to that project's members.
Schedule
Social posting — optional
Link a social account and the assignee gets a 📊 Report button on this task — one tap to that account's report form.

New Resource

Type
Link
URL
Credential
USR/PW
Card
PAYMENT
Bank
ACCT
Server
SSH
Image
FILE
Document
FILE
Note
TEXT
Basics
Just a label. Group resources by company so they're easy to find in admin filtering. Who actually has access is set below.
Link

New Expense

$
Personal expenses are visible only to you and the admin.
Category
Who optional
Links this expense to a contact. Find them later in Parties for a lifetime ledger across every company.
Notes optional
Receipt optional

New Income

$
Personal income is visible only to you and the admin.
Category
From optional
Links this income to a contact. Find them later in Parties for a lifetime ledger.
Notes optional
Proof of payment optional

New Future Commitment

$
After this date passes, the item auto-becomes a real expense / income.
Category
Who optional
Notes optional

New Loan

Terms
$
% / year
Grace period = months before the first EMI fires (common on education loans). If "capitalise" is on, interest accrued during grace is added to the principal at the end of grace — that's the standard education-loan model.
$
EMI auto-computes from principal, rate, tenure, and grace (reducing-balance).
Preview
Fill in principal, rate, tenure to preview.
Notes optional

Pay Extra Toward Loan

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$

Add Fee / Charge

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$
Recorded as a separate expense linked to this loan. Doesn't reduce the principal balance — it's an extra cost on top of the loan.

Change Interest Rate

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% / year
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New Party

If this party IS one of your staff, link them so the records bridge.

New Daily Routine

Daily routines repeat every day. The staff member ticks them in their portal; the count shows in the unified Tasks list.

New Account

Log a Post

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Update Post Numbers

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Re-saving the same date overwrites that day's entry.
Done