Choose which stages apply. Uncheck any that don't apply. Set assignee per task.
New task
Task
Assignee
Priority
Status
Linked client
Due
No tasks yet. Click + New task to add one.
Add task to client file
Settings
Team members
1
Create a free EmailJS account
Go to emailjs.com → sign up free (200 emails/month) → connect Gmail or Outlook as an Email Service → create a template using: {{to_name}}{{to_email}}{{task_name}}{{client_name}}{{priority}}{{assigned_by}}
2
Paste your EmailJS credentials
Find these in your EmailJS dashboard under Account → API Keys.
Email addresses are set per team member on the Team members tab.
Not configured
Storage
Export data to Excel
Download all clients and tasks as an Excel-compatible CSV file. Open in Excel or Google Sheets. Click whenever you want a backup — automated nightly export requires a server (not available in this app).
Fix duplicate team members
If you see the same person listed twice, click this to remove duplicates. Keeps the record with Admin role.
Seed Yasmin’s Ops tasks
Click once to load all Ops Manager projects and subtasks. Won’t create duplicates if run again.
Reset
Clear all local data and start fresh. Cannot be undone.