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Workbench

Tâches, projets, jalons, time-tracking, suggestions IA.

The ops engine. Tasks, projects, milestones, time tracking, custom views. Context-aware AI suggestions. Links to other modules.

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What it does for you

  • 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.

How it works

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, for example a subcontractor or a read-only client. Access is set project by project.

Link to anything

Cross-module component: search a contact, a project, an invoice, a presentation. Unified results. Used in TaskInlineFields.

Time tracking

Start and stop a timer on a task. Time adds up per project. CSV export for 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".

Connected to

crmProjets et tâches sont rattachés à un contactcounselMilestone validé = facture émiseprogrammeLes tâches du curriculum sortent dans /tasks du membre

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Free plan, no card. Test the module in real conditions.

Create my workspace

Free plan. 60 seconds. No CC required.