Send the revised scope
MeridianDue todayDraft the Q4 retainer proposal
GoodwellTomorrowShip the onboarding test
Atlas WorksAug 8Refresh the case study
NorthstarAug 12Invoice for July
Lantern Co.DoneThe actual screen.
Tasks
Drag a card to change its column, or to reorder it within one.
Backlog
To Do
Send the revised scope to Meridian Health
Prepare the quarterly check-in for Northstar
1. Pull last quarter's numbers 2. Draft the three slides
In Progress
Follow up with Daylight Labs before the call
Done
Send the August invoices
Update the pricing page copy
Write the Lantern Co. handover notes
Review analytics access for Atlas Works
In this example
3 due this week
The work that matters
Know exactly what needs your attention next.
Keep the work that moves the business on one calm board, with clear priorities, due dates, and the client or deal each task belongs to.
What needs attention now?
Priorities and due-date states make urgent, overdue, and today’s work visible without turning every card into an alert.
DecidesWhat deserves the next focused block of time
What is actually moving?
Work moves through Backlog, To Do, In Progress, and Done on a board whose shape never needs configuring.
DecidesWhere important work has quietly stopped moving
Who is this work for?
Link a task to one current client or one open deal, so the reason it matters stays on the card.
DecidesWhich client commitment is at risk of becoming late
What you enter
Only the inputs you can explain.
Add a title, then use a description, priority, due date, and client or deal only when they add useful context. Drag the card when its status changes.
Work with a reason
A task is clearer when the business context stays attached.
Tie work to the client you already track or the opportunity you are trying to close. The board stays small while every important card still explains why it exists.
See how clients are doing