Workbench
The ops engine. Tasks, projects, milestones, time tracking, custom views. Context-aware AI suggestions. Links to other modules.
Overview
Workbench replaces Notion, Asana or Linear for freelancers. You manage client projects, personal tasks and time spent. Each task can be linked to a contact, an invoice or a piece of content.
Milestones, project members, links to any item, tasks visible in the member area, inviting a prospect as a member and a ready-made onboarding. It is your daily engine.
The AI suggestions engine watches context (project, contact card, recent audit) and proposes the next logical actions. You accept or dismiss.
What the module does
Tasks
Simple model: title, description, status, date, assignee, project. Inline edit. Kanban, list, calendar views.
Projects
Group tasks. Each project has a client (CRM contact), dates, milestones.
Milestones
Commercial steps of a project. Client validation per milestone, fires Counsel billing in milestone mode.
Project members
Several people can access a project (subcontractors, client read-only). Fine-grained per-project RBAC.
Link to anything
Cross-module component: search a contact, a project, an invoice, a presentation. Unified results. Used in TaskInlineFields.
Time-tracking
Start/stop on a task. Per-project cumulation. CSV export for manual billing.
Links to your other modules
A task can point to anything: contact, invoice, draft. Handy for "call client X" or "chase invoice Y".
Contextual AI suggestions
While viewing a contact or a project, the AI proposes tasks: "send the quote", "follow up on the NDA", "prep slide 3 for Thursday's call".
How to use it
- 01
Create a project
/workbench, link to the CRM client. Set milestones.
- 02
Generate tasks
Create manually or accept contextual AI suggestions.
- 03
Work
Time-tracker on, kanban tasks, focus of the day.
- 04
Validate milestones
Client validates on the member app. Counsel billing fires in milestone mode.
- 05
Report
CSV time export, client report generation.