Operations
Work Items — every job, one record
Project, job, event, order, delivery, service call — one shape for every kind of work. Tasks, files, assignments, status, and history all live under the work item.
The problem
Different industries call them different things — projects, jobs, deliveries, calls — but the data shape is almost always the same. Maintaining seven separate concepts is a tax on the team.
How it works
- Step 01
Create the work item
Pick the type, attach a client, set due date + priority.
- Step 02
Add tasks + assignments
Break it down into tasks, assign to team members, attach files.
- Step 03
Track to completion
Move through draft → scheduled → active → completed; activity log captures every change.
What's included
Universal type field
Pick from project, job, event, order, delivery, service_call, invoice_only.
Tasks + assignments
Built-in task list with assignees + due dates.
File attachments
Attach photos, docs, PDFs — stored in S3 (see Storage architecture).
Priority + status
Low / medium / high / urgent; draft → completed.
Calendar-aware
Schedule events created from work items show in the calendar.
Activity log
Every status change and field edit is timestamped + user-attributed.
Why teams choose this
- One data shape across every kind of work the team takes on.
- Reusable across industries — same record powers a service call and a multi-day construction job.
- Calendar + tasks + files + activity all hang off the same row.
- Reports and dashboards aggregate across types without per-type wiring.
Use cases
Field service ticket
Service call with one task, one tech, one invoice.
Multi-day project
Construction job with phased tasks, milestone payments, multiple assignees.
Recurring delivery
Standing weekly delivery with route + driver assigned.
Works well with
Frequently asked
What's a work item exactly?
A polymorphic record that backs every kind of work — a service call, a multi-day project, a delivery, an event. Type is a field, not a table.
Do I have to pick a type?
Yes — but you can change it later. The default is 'project'.
Can a work item have no client?
Yes — internal jobs or prospect work don't need a client link.
How does this differ from 'jobs' in other tools?
Most tools call a work record a 'job' and bolt on extra concepts for projects, deliveries, events. We unified them — same record, different type.
Can two people own a work item?
Yes — assign as many team members as you need. Each gets the work item on their My Work dashboard.
Are files attached to work items public?
Visibility is per-file. Default is organization_only. See the Files feature for the full taxonomy.
Try Work Items — every job, one record
Free for small teams. Activate it on your account in one click.