PLATFORM · CAPABILITY
Tasks and projects
Tasks and projects in EveryonePlans turn a job into the work it actually takes: broken down, assigned, sequenced, and tracked to done — attached to the customer, the schedule and the invoice rather than living in a separate task app.
01THE PROBLEM
Why this is worth having
Task tools are good at one-off lists and bad at the work a service business actually does, which is the same sequence of steps repeated for a different customer every week. So the checklist ends up in a document somebody copies, and the copy drifts from the original, and eventually two people are working from different versions of the process.
02HOW IT WORKS
The mechanism
- A project is a template you instantiate, not a folder you fill in. The sequence lives once and every job gets the current version of it.
- Recurring work is first-class — it regenerates on its schedule rather than being cloned by hand and forgotten in December.