Tasks
Task Planning
Plan your day — pick tasks and set priorities (1 = most important)
Today's Priority List
0 tasks planned
No tasks planned yet. Add tasks from the list on the right.
Progress Overview
Available Tasks
Projects
Track project progress and associated tasks
Clients
Manage client accounts
Team Members
Manage user accounts and roles
| Member | Role | Group | Joined |
|---|
User Groups
Manage tenants — each group has its own clients and members
API Tokens
Secure tokens for external systems to submit support tasks
Intake API Endpoint
Method: POST ·
Auth:
Required fields:
Optional:
Authorization: Bearer <token>Required fields:
title + one of client_id / client_nameOptional:
description due_date expected_hours priority plan_date user_id / user_email project_id / project_name
| Name | Group | Status | Last Used | Expires | Created By |
|---|
Monthly Report
Generate and export client reports