Work
Every client's tasks, on one board
Owners, VAs and clients look at the same board. Filter by client or VA, and let automations handle the chasing.
- Quick filters: mine, due today, overdue, urgent
- Recurring tasks that create themselves
- Overdue work marked urgent, with the right people told
Sunrise VA Co.
/Work
To do
Follow up on 12 new leads
Draft weekly listings report
Book carrier for Monday
In progress
Send renewal invoice
Inbox zero + calendar
Done
Onboard new client
Update rate sheet
Automation ran
“Send renewal invoice” is overdue — marked Urgent and Kim was notified.