Inside DESK
A place for every
part of the practice.
Plan marketing, organise admin and keep website work moving. Start with the task in front of you, with clear labels and help when you need it.
Explore the workspace ↗Projects, with a clear next step.
Keep the brief, client, project status, budget and due date together. A four-stage task board takes work from backlog through doing and review to done.
Projects / tasks / priorities / datesThe enquiry has somewhere to go.
Record clients and opportunities, move enquiries through the pipeline, and convert a qualified opportunity into a linked client and project.
Clients / pipeline / conversionPreparation, followed by judgement.
Plan content and prepare quote drafts. Request review, record feedback, and approve the exact revision under consideration. Changes to a draft require a fresh decision.
Content plans / review queue / decisionsA quote that adds up. A record that explains itself.
Build quotes from quantities and rates, with calculated tax and totals. Record forecasts, draft invoices, received amounts and costs as separate types, with references and notes.
Quote drafts / financial records / clear contextA workspace you can take with you.
See operational counts and financial categories, review activity, and export your records. Import a DESK export into a workspace after reviewing the replacement.
Reports / export / validated import / activityDESK records work, preparation and decisions. It does not send messages, publish content, charge customers or operate a bank account.
See connection status →The next chapter