11. The Deadlines Page

A skilled craftsman working on a skateboard design in a cluttered workshop.

11. The Deadlines Page

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The Deadlines Page gives you a simple, at-a-glance view of all your commissions and projects sorted by their deadlines, with the most urgent right at the top.
It’s the perfect way to instantly see what needs your attention next and helps you prioritise your workflow without having to check each record individually.

✅ 1. What the Deadlines Page Shows

  • All your commissions and projects
  • Listed in order of deadline, so the soonest deadlines always appear first
  • Separate sections for Commissions and Projects, making it easy to distinguish between them

✅ 2. What Each Record Displays

For every commission or project, you’ll see:

  • Title of the work
  • Current status (e.g. Enquiry, Scheduled, In Progress, Completed)
  • Client name
  • Start date and Deadline

This gives you all the essential information at a glance.

✅ 3. Why the Deadlines Page is Useful

  • Instant overview of urgency → No need to search through projects; the most pressing deadlines are always at the top.
  • Offers a different perspective by displaying your work by deadline → Tasks page and Planner page display work by start date
  • Clear separation between commissions & projects → Helps you manage different types of work without confusion.
  • Better planning → Knowing what’s coming up helps you stay on schedule and avoid last-minute stress.

✅ 4. How to Use the Deadlines Page

Check the Deadlines Page regularly to:

  • Identify which commissions or projects need immediate focus
  • Balance your workload by planning around upcoming deadlines
  • Stay ahead of time-sensitive projects and avoid bottlenecks
A skilled craftsman working on a skateboard design in a cluttered workshop.

12. The Planner Page

✅ 1. What the Planner Page Shows The Planner Page is divided into three sections: ✅ 2. Day Planner – Your Dynamic Daily Diary The Day Planner is designed to plan your work day for you. For each commission or project, you’ll see: Commissions and projects stay on the Day Planner until their status is […]

A skilled craftsman working on a skateboard design in a cluttered workshop.

13. The Template Page

✅ 1. Who Can See the Templates Page ✅ 2. How the Templates Page is Organised The page is divided into 5 tabs, and you can rename these tabs to suit your needs. For example, you might have: Each tab acts as a category for a group of templates. ✅ 3. Adding Templates Within each […]

A skilled craftsman working on a skateboard design in a cluttered workshop.

14. The Client Portal

✅ 1. How Clients Access the Portal ✅ 2. What Clients Can See When logged into the portal, your client can view: They cannot edit any records or see your private notes, tasks, timelines or start dates. ✅ 3. Quotes in the Portal Quotes remain hidden by default. When you’re ready, you can make them […]