A project record answers “how is this job going”. It cannot answer “what am I supposed to be doing today”, because your work is spread across five of them.

The All tasks screen, subtitled "Every project's tasks together — filter to your own to see what is on you". Six tasks across one project with columns for task, project, assigned to, mark to, milestone, due, priority, comments and status. One row is tinted amber with its due date, 25 September 2026, in amber text. — The same tasks as the project record, plus a **Project** column. The amber row is due today; the tint and the coloured date are the same system used across the product.

What it is for

Yours. Filter to your own name and you have your day.
Somebody else’s. Filter to one person before asking them to take on more.
Everything overdue, across every job at once.
Everything blocked — the most useful five minutes in a week.

The same five views

List, Board, Cards, Timeline and Calendar, exactly as on a project. The calendar across all projects is the one people keep — it is the only place that shows your week as it actually is rather than one job at a time.

Reading it as a manager

Filter to blocked. Anything there is costing time right now.
Filter to overdue. Then ask whether the date was wrong or the work is late — they need different responses.
Filter to one person before giving them anything else.
Look at in review. Work finished and waiting on somebody is the cheapest thing to unblock.

The commonest cause of a late project is not slow work. It is a task that was blocked for nine days and nobody looked at this screen.

Filters worth saving

Filter	Answers	How often
Assigned to me, not done	What am I doing today?	Daily.
Status is blocked	What is costing us time right now?	Daily, if you manage anybody.
Overdue, any project	What has actually slipped?	Weekly.
Status is in review	What is waiting on somebody to look?	Weekly.
Assigned to one person	Can they take anything else on?	Before assigning work.

The five-minute stand-up

Open All tasks on the board, filtered to the team. The columns are the conversation:

Blocked — deal with these first, they are the only ones costing time today.
In review — who is looking, and when?
In progress — anything here more than a few days is really blocked.
To do — is the next thing clear for everybody?

You do not need a separate stand-up tool. A board filtered to your team, read left to right, is the whole meeting — and it stays true afterwards, which a whiteboard does not.

Where to go next

Next in projects Notes, files and history → What a project is here →

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