Projects that file themselves.
A project gathers its pages, tasks, meetings and files. As new tasks, emails and meetings come in, Buddy puts each into the project it belongs to, and leaves the rest alone.
Coming in
Acme website
Spring order
Hiring
Everything about a project in one place
Its pages, open tasks, coming meetings and its own folder in Files, side by side. Templates you put in the project's folder shape what Buddy makes for it.
Acme website
New marketing site for Acme, launching in December.
3 pages · 4 open tasks
Pages
- Kickoff notes
- Homepage outline
- Launch checklist
Open tasks
- Write the homepage copy
- Send the sitemap to Tom
- Review the brand colors
- Book the launch review
Coming up
- Acme review, Mon 10:00
- Launch rehearsal, Thu 15:00
Folder
- Templates
- Brief-v3.docx
- Sitemap.pdf
- Homepage-wireframe.png
Sure, or not at all
Buddy files an item only when it clearly belongs. When it isn't sure, the item stays unfiled, and filing it yourself is one tap.
Where it goes next
Files
Every project has its folder, with its own templates.
FilesInbox triage
Client emails land in their project.
Inbox triageDelegation
Ask for a deck for a project, in that project's style.
DelegationDaily note
Write your day. The work finds its project.
The daily note
Questions
What goes into a project?
Pages, tasks, calendar events and a folder in Files. Emails about the project are filed there too.
How does Buddy decide where something goes?
It reads the item against your projects' names, descriptions and tasks, and files it only when it clearly belongs. When it's unsure, it leaves the item unfiled.
What if it files something in the wrong place?
Move it in one tap. Buddy files precisely rather than often, so it rarely happens.
Can a project have its own templates?
Yes. Put a deck or a document in the project's Templates folder and Buddy uses it for that project's work.
Do I have to set projects up?
Give a project a name and a line on what it's about. The more Buddy knows about it, the better it files.
Let the work sort itself by project.
Free to start. Nothing goes out without you.