The Office: projects and to-dos

Every print shop has a pile of loose ends that aren't production jobs: the paper order for your merchant, the invoice that needs to go out, Thursday's meeting with a customer, toner for the Konica. Those don't belong in Quotes or Jobs — that's what the Office page is for.

Projects: your groups

On the left you'll find the PROJECTS list — the groups that keep your to-dos organized. Hit + and give one a name: "Supplies orders", "Accounting", "Marketing". Each project automatically gets its own color — a colored dot next to the name — and shows how many items it holds. Double-click the name to rename it.

When a project is finished, don't delete it: hit Archive. It leaves the active list and moves to the FILE section below, items and all — bring it back anytime with Restore.

Items: type, tick, forget

Inside a project, type into New item... and press Enter — that's all it takes to log a to-do. Every item has a checkbox, like a shopping list: tick it when it's done, the title gets struck through and the item drops below the open ones. If the job turns out not to be done after all, untick it and it comes right back. Double-click the title to edit it.

The details

Click an item and its card opens:

• NOTES — free text, saved automatically as you type.
• PRIORITY — Low / Mid / High / !!!. Anything other than Mid shows a colored dot on the row; "!!!" is the red "drop everything".
• DEADLINE — a date shown right on the row, turning red the moment it slips past while the item is still open. (The Calendar tracks production job deadlines — Office to-dos live here.)
• TAGS — free labels, comma-separated.
• CHECKLIST — sub-steps with their own checkboxes. The row shows a counter, e.g. 2/5, that turns green once everything is done. Perfect for something like "Collect plates": call the platemaker → confirm → pick up.

The mini table

Below the notes there's a TABLE section. Hit Add table and you get a small Excel-like grid right inside the item, with Row and Column buttons to grow it. It's built exactly for a paper order: one row per stock — "Silk 350gsm | 700x1000 | 500 sheets" — so when you call the merchant, you read them off in order. Just as handy for comparing prices from two suppliers or keeping a mini expense list.

Tie the item to its world

• COMPANY (blue) and CONTACT (teal): link the item to a customer or supplier, so you can see at a glance who it's about.
• Link Email: search your Gmail (sender, subject) and pin the relevant email onto the item. You can open and read it in full right there, attachments included — the supplier's offer stays pinned to the order instead of being hunted down in your inbox again.

Office or Quotes/Jobs?

The rule is simple: anything that will be invoiced to a customer is a Quote — and once approved, it becomes a Job and enters production. Everything else — supplies orders, appointments, paperwork, machine service, marketing ideas — goes to the Office. That keeps your jobs board clean, showing only what needs to be printed, while the rest of your obligations get a proper home instead of sticky notes around the monitor.