No work on file yet. Start something with "New task".
{{ r.catLabel }}
{{ r.detail }}
{{ r.stageLabel }}
{{ a.initials }}
{{ r.allMore }}
Notes history
{{ g.label }}{{ g.count }}
{{ n.initials }}
{{ n.author }}{{ n.when }}{{ n.tag }}
{{ n.text }}
No notes on file yet. Open a task and add one — it will appear here grouped by year.
{{ panelMember.initials }}
{{ panelMember.name }}
{{ panelMember.role }}
{{ s.label }} · {{ s.count }}
{{ panelMember.workloadLabel }}
{{ it.client }}
{{ it.sub }}
{{ it.stageLabel }}
No active tasks assigned.
{{ returnTitle }}
{{ d.label }}
On Extension
Flag this task as on extension.
{{ formExtLabel }}
⚠️
Possible duplicate. {{ dupWarningText }}
New Client
The client is added to your repository. You can start their first task from the client profile or the “New Task” button.
{{ memberTitle }}
{{ previewInitials }}
{{ formError }}
C
Import from Canopy
Connected · LCL Tax workspace
{{ canopyNewCount }} new clients found · {{ canopySelectedCount }} selected
{{ r.mark }}
{{ r.name }}
{{ r.email }}{{ r.phone }}
{{ r.kind }}Already in tracker
C
Sync your Canopy client roster
We'll pull client names and contact info from your connected Canopy workspace. You choose which to import.
Backup & restore
{{ backupCounts }}
Export a backup
Download all current data — tasks, notes, team, clients, and contacts — as a single file you can store safely.
Restore from a backup
Load a previously exported file. This replaces everything currently in the tracker with the file's contents.
{{ backupMsg }}
{{ backupErr }}
Note: this prototype keeps data in your browser session, so a backup file is the reliable way to preserve your work. In the deployed app this would run against the live database.