Workbench
The ops engine. Tasks, projects, milestones, time-tracking, custom views. Contextual AI suggestions. Polymorphic links to other modules.
Overview
Workbench replaces Notion, Asana, Linear for the freelancer. You manage client projects, personal tasks, time-tracking. Each task can be polymorphically linked to a CRM contact, a Counsel invoice, a Studio draft.
V2 shipped 2026-05-10 adds milestones, project_members, EntityPicker, member app /tasks, prospect->member invite, onboarding seed. It is the daily-driver engine.
The AI suggestions engine watches context (project, contact card, recent audit) and proposes the next logical actions. You accept or dismiss.
What the module does
Tasks
Simple model: title, description, status, date, assignee, project. Inline edit. Kanban, list, calendar views.
Projects
Group tasks. Each project has a client (CRM contact), dates, milestones.
Milestones
Commercial steps of a project. Client validation per milestone, fires Counsel billing in milestone mode.
Project members
Several people can access a project (subcontractors, client read-only). Fine-grained per-project RBAC.
EntityPicker
Cross-module component: search a contact, a project, an invoice, a presentation. Unified results. Used in TaskInlineFields.
Time-tracking
Start/stop on a task. Per-project cumulation. CSV export for manual billing.
Polymorphic links
A task can point to anything: contact, invoice, draft. Handy for "call client X" or "chase invoice Y".
Contextual AI suggestions
While viewing a contact or a project, the AI proposes tasks: "send the quote", "follow up on the NDA", "prep slide 3 for Thursday's call".
How to use it
- 01
Create a project
/workbench, link to the CRM client. Set milestones.
- 02
Generate tasks
Create manually or accept contextual AI suggestions.
- 03
Work
Time-tracker on, kanban tasks, focus of the day.
- 04
Validate milestones
Client validates on the member app. Counsel billing fires in milestone mode.
- 05
Report
CSV time export, client report generation.
Preview
Routes in Kernel
- /workbench
- /workbench/[id]
- /tasks