WorkBoard

A local register for client work, owners and deadlines.

WorkBoard gives a designated owner or coordinator one structured Windows workspace for tasks, subtasks, deliverables and operational reporting.

WorkBoard global tasks view showing new, in-progress and completed client work

WorkBoard 1.0.50 global task register.

Local-firstThe working register is stored on the Windows computer.
Single-computer modelDesigned for a designated owner or coordinator, not cloud collaboration.
Protected dataUses a protected SQLite database, daily backup and optional OneDrive recovery copy on close.
Capabilities

Keep the work register useful from intake to completion.

WorkBoard brings the record, deadlines and reporting into one desktop application.

01

Structured work records

Capture tasks, subtasks, deliverables, notes, assignees, dates and status in a consistent register.

02

Operational views

Separate open, blocked, overdue and completed work, with deadline roll-up across related items.

03

Personal work

Keep personal tasks alongside the client-work register without losing the distinction between them.

04

Find and organise

Search, filter and reorder the register as priorities and information change.

05

BI and KPI views

Use operational summaries to see workload, deadlines and completion patterns.

06

Recovery support

Daily backups and an optional recovery copy help protect the register without making OneDrive a runtime dependency.

Operating model

Built for the person responsible for keeping the register straight.

WorkBoard suits a coordinator, practice manager or operational owner who needs a dependable local record. It is not presented as a cloud platform or real-time multi-user collaboration tool.

A typical flow

  • Add the client work and its due date
  • Assign an owner and people involved
  • Break the item into subtasks and deliverables
  • Track blocked, overdue and completed work
  • Review the position in BI and KPI views

Is WorkBoard the right fit?

Describe who owns the register today, how work enters it and what tends to go missing.

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