Everything you have in Wheelhouse, in one file.
There are no automatic database backups, so this is the one that matters.
01 · Workload
Workload
Visions, missions, projects and tasks. Focus sessions, weekly capacity and the review that keeps it honest.
02 · Cashflow
Cashflow
A rolling weekly forecast built from dated obligations, anchored on real bank balances. Payment queue, Monday review and forecast accuracy.
03 · Rundown
Rundown
One pass over the day’s email, WhatsApp and calendar. Grouped by your own folders, replies drafted in your voice, nothing sent without you.
Version history
Admin
Calendar
Sync happens automatically. These are for when you want a file, or to pull changes back in by hand.
Invite someone
They receive an email with a sign-in link. Their address is added to the allow-list so they can register.
Organisations
They must have signed in at least once before you can add them. Everyone in an organisation sees and edits its efforts and its cashflow; you see every organisation's.
Organisation
Member
Role
Cashflow entities
Each organisation has one cashflow, and its members see it; you see them all. Being allowed the Cashflow tool only shows the card — the numbers follow the organisation.
Cashflow
Belongs to
Invited (allow-list)
Email
Invited
Registered users
Email
Joined
Last sign-in
Who sees which tool
Anyone without a row here sees every tool. Ticking boxes is how you restrict someone — so a new person is never locked out by an omission. This controls the cards on this screen; what they can actually open is still governed by the data rules underneath.
Person
Workload
Cashflow
Rundown
Config
Add an effort
Tip: projects & tasks should sit under a vision or mission — the intake gate flags anything that doesn't.
All efforts
Tags
Renaming rewrites the tag on every effort using it. The number is how many use it.
Timeline
Tip: a single click on a bar opens the effort. Drag to zoom. The oxblood line marks today.
Task manager
Task calendar sync: (applies on next calendar sync)
Week
Cashflow
Rundown
Pick a window and press Run.
Weekly review
Archive
Name
Type
Outcome
Parent
Wheelhouse · Workload
This is not a to-do list.
It's a system for doing fewer things, properly — built on the principles of Cal Newport's Slow Productivity. Most tools help you collect more work. This one is designed to help you take on less, and finish what matters.
Do fewer thingsEvery task you add steals attention from the rest. Fewer commitments means each one gets done well.
Work at a natural paceReal work happens in long, unhurried blocks — not in scattered minutes between meetings.
Obsess over qualityDepth beats volume. Protect the time that lets you do your best work.
How the app enforces that
Weekly capacity bars (top of screen) show sessions, ongoing commitments and tasks you've committed to this week. When a bar turns red, you're over capacity — that's your cue to say no or drop something.
The intake gate flags anything that doesn't ladder up to a Vision or Mission. If it connects to nothing, ask whether it's worth doing at all.
Focus sessions book real 3-hour blocks straight into your Google Calendar. Work that isn't scheduled doesn't happen.
The weekly review is where you close, re-prioritise and re-plan. It's the habit that keeps the system honest.
The archive is your "no" pile. Dropping things deliberately is the point, not a failure.
What each tab is for
Config — where you add and shape everything. Create visions, missions, projects, ongoing commitments and tasks, nest them under each other, set dates, and sequence one off another. The full list of your efforts lives here.
Timeline — everything laid out in time, colour-coded by goal. Drag across it to zoom into a period; use the scale buttons for anything from three days to ten years.
Tasks — your action items, filtered by today, this week, this month, or anything still unassigned to a goal.
Week — the next seven days, day by day: focus sessions, ongoing commitments, tasks due and goals in play. Double-booked days are flagged. Edit, skip or delete straight from here.
Deckhand — your assistant. Ask in plain English and it does the work. The old scratchpad lives underneath it — a dumping ground for stray thoughts during the day. Write freely, then hit Sweep to turn each line into a task.
Review — your weekly ritual: what's overdue, what's unassigned, whether you're over capacity, and what to re-plan.
Archive — everything finished or deliberately dropped. Your record of what you said no to.
Admin (admins only) — invite people, create organisations and decide who belongs to them.
Private, shared and personal
Every top-level goal carries a scope, and everything beneath it inherits that scope. My work and Personal are private to you. Anything scoped to an organisation is visible and editable by everyone in it — that's how a team shares a workload. The Show toggle at the top filters between them, so you can put a shared view on screen without exposing anything private.
Finishing things: Not yet → Done → Verified
Every effort has a completion state, starting at Not yet. Mark it Done when the work is finished — it stays visible so it can be checked — and Verified once it has been signed off, at which point it moves to the Archive. On shared work this gives you a clean hand-back loop: one person does, another verifies.
Assignees and tags
Give any effort an assignee so it's clear whose job it is; your weekly capacity bars only count what's assigned to you, so a colleague's workload never inflates your numbers. Tags are free-form labels — add as many as you like and filter by them from the top bar.
Getting started — five minutes
1. In Config, add a Vision (10-year, e.g. "R1bn net worth by 40"), then a Mission beneath it.
2. Add Projects and Tasks under those goals. Set start and due dates.
3. Open a project → Session planning → pick the days you'll work on it. They sync to your calendar automatically.
4. Use Week each morning to see the next seven days, and Timeline to see everything in time.
5. Dump stray thoughts in the Scratchpad and sweep them into tasks later.
You can reopen this any time via the ? Guide button.
Deckhand
I do only what you could do yourself — same permissions, same data.
Classic scratchpad (keyword sweep)
One line each. Optional tokens: type: · >Parent · @date · scope:org|personal|work · colour:#hex · +tag · for:email