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Tutorial · 03

Project activity & task lists.

Each project begins with an industry-ready task list and stays organized through its own activity feed. Make the list yours, work through it, then save the version you want to use again.

Step-by-step

How it works.

  1. 01

    Start with your industry list

    Every new project begins with a starter task list for your industry. Before you start work, scan the list so the job has a clear plan from the first visit.

  2. 02

    Make the checklist yours

    Add, remove, or reorder tasks for the actual work in front of you. The starter list is a fast beginning, not a rigid script.

  3. 03

    Check the project activity feed

    Each project has its own activity feed, so you can see what has happened and what still needs attention without searching through a separate inbox.

    TipUse the feed when you need a quick picture of where a project stands before the next visit.
  4. 04

    Work through the job

    Use the task list as you go. Mark items complete, keep the project current, and use the activity feed to see what is left before you close out the work.

  5. 05

    Save a better template

    When you have refined a task list that works well, save it as a template. You can apply it to similar jobs for any client instead of rebuilding the plan each time.

Plan it once. Reuse what works.

Start with the right task list, keep the project activity current, and save the version that makes the next similar job faster. Nothing important gets missed.