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Export Excel / CSV only include the rows currently shown by the filters above — filter to a Period for a clean month-end file. Excel opens as a real workbook with separate Entries, Sub-tasks and Discussion Thread tabs. Backup (JSON) always captures every entry, so it stays a full safety copy for Restore.
| Period | Priority | Project | Objective | My Team | Sub-unit | Next Action | Next Action Status | Next Action Notes | Progress | Direction | Date | My Command | PIC | Due Date |
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This filter bar controls the Meetings list right below it (Period/Priority/My Team/My Command/Direction stay in sync with the sidebar). The Sub-unit Summary further down always reflects the sidebar selection instead — it's no longer tied to this toolbar.
📅 Meetings
Log your regular Family Meeting or an adhoc meeting and set its date, time, and frequency. Click "Select Tickets" on a meeting, then check as many tickets as you want straight from the summary below to tie them to that meeting. Click a meeting card (or "Edit") to open its Objective, Priority, Next Action checklist, and Notes — double-click the card (or click "🖥 Present") to open a clean presentation view of just that meeting in a new window instead.
Every scheduled meeting, one row each — same live checkboxes, progress bar, and drag-to-reorder as the Ticket Log tab, just for each meeting's own Next Action checklist. Schedule meetings and pick their tickets from the Summary tab.
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Export Excel / CSV only include the meetings currently shown by the filters above. Backup (JSON) always captures everything in the app (tickets, meetings, tags, teams) — same file as the Ticket Log tab's Backup button.
| Period | Type | Frequency | Meeting Title | Objective | My Team | Sub-unit | Next Action | Next Action Status | Next Action Notes | Progress | Tickets | Date | Priority | PIC | Due Date |
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Recently Edited Tickets Shown
Always the 20 tickets with the most recent activity — any change to a ticket's fields, checklists, or notes bumps it back to the top. Use Edit/Sum here exactly like the Ticket Log tab; this view has no filters of its own, it just tracks what's freshest.
| Period | Priority | Project | Objective | My Team | Sub-unit | Next Action | Next Action Status | Next Action Notes | Progress | Direction | Date | My Command | PIC | Due Date | Last Edited |
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Rename a team heading to relabel it everywhere in the app (sidebar, badges, filters, exports). Add a brand-new team heading below if MKT / STG / BD aren't the full picture — it gets its own color, sidebar entry, stat tile, and sub-unit list automatically. A team already used by a ticket can't be removed until those tickets are moved to another team.
One shared tag list (each name + a distinct color), used everywhere a tag can be applied — Next Action sub-tasks and each ticket's Project Type both pick from this exact same list, so a tag always looks identical no matter where it's used. An item can carry several tags at once — pick them from the "+ tag" dropdown wherever tagging is available.
Customise the list of meeting types available when you schedule a meeting from the Summary tab (each name + a distinct color).