Projects & Checklist
Projects group everything else together — logs, tasks, clients, and the build-step checklist purpose-built for AI-assisted coding sessions that get picked up and put down across many short sittings.
Projects
The container everything else in a piece of work belongs to.
Build-Step Checklist
Purpose-built for AI-assisted "vibe coding" sessions.
Milestones
Group tasks into a bigger checkpoint with its own due date.
Never lose context between AI coding sessions
The checklist's core loop, session after session.
Start from a template or AI
A full step list in seconds, not an hour of planning.
Work through steps
Mark each one as you go.
Pause with a note
One required sentence: exactly where you stopped and why.
Resume instantly
Next session, read the note and continue — no re-reading the whole codebase.
Projects
The container everything else in a piece of work belongs to.
Why it exists
Logs, tasks, checklist steps, and an optional client all need somewhere to live together — a project is that home.
When to use it
Whenever you start a distinct piece of work, whether it has a client attached or not.
- 1
Create a project
Name, optional description, and a color for quick visual recognition.
- 2
Link a client (optional)
Connects it to a Client Directory entry for billing and invoicing later.
- 3
Set a contract value (optional)
Powers percentage-based milestone payments — see Clients & Invoicing.
- 4
Invite collaborators
Full team members, or scoped guests who only see this one project.
Pro Tip
Build-Step Checklist
Purpose-built for AI-assisted "vibe coding" sessions.
Why it exists
A project built across many short, separate AI coding sessions loses context between them constantly. The checklist's required pause/blocked note is exactly the state an AI assistant (or you) needs to pick back up instantly.
When to use it
Any project you're building iteratively, especially alongside an AI coding assistant.
- 1
Start from a template or AI-generate
6 built-in templates (Next.js App, React Native, Node.js API, and more), or describe the project and let AI draft the steps.
- 2
Organize into milestone groups
Drag steps into renameable groups — a template applies its own groups automatically.
- 3
Work through statuses
Not Started → In Progress → Paused / Blocked (both require a short note) → Completed.
- 4
Hand off or resume
Export the whole checklist as markdown, or just reopen it next session and read the last note.
Pro Tip
Pro Tip
Pro Tip
Milestones
Group tasks into a bigger checkpoint with its own due date.
Why it exists
Individual tasks are great for day-to-day tracking, but a milestone answers "are we on track for the bigger checkpoint" at a glance.
When to use it
Any recurring or project-wide checkpoint made up of several tasks — a sprint, a phase, a release.
- 1
Create a milestone
Name, optional description, and a due date.
- 2
Attach tasks to it
Any task can belong to a milestone.
- 3
Carry over what's left
Unfinished tasks can be moved straight to the next milestone instead of re-created by hand.
Pro Tip
Best practices
- Write the pause/blocked note as if explaining it to someone with zero context — because next session, that's effectively you.
- Use milestone groups for anything with a natural phase structure; skip them for a short, flat list of steps.
- Let a template do the first draft even on a project that won't match it perfectly — editing a rough list is faster than starting from nothing.
Troubleshooting
Frequently asked questions
Related guides
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