A task manager for people who run a business, not a backlog

Project management tools assume a team, a methodology, and someone whose job is grooming the board. When you own a small business, the real question each morning is simpler: what needs me today? SMBDashboard's task manager is built around exactly that question: three lanes, due dates, overdue flags, and nothing that requires a tutorial.

Three lanes and a red edge

Every task lives in one of three lanes: today, upcoming, or done. Moving between them is one click. Tasks with a due date sort by urgency inside their lane, and anything past due gets a red edge, an overdue label, and a place at the top — visible enough that the honest response is to either do it or consciously reschedule it, not to scroll past it for a week.

Completing a task stamps it with a completion date, which quietly powers two other parts of the dashboard: the weekly report counts what you finished this week, and the overview's task tile draws an 8-week trend of completions. You get a record of throughput without ever filling in a timesheet.

Tasks that know your customers

The optional customer link is what makes this a business task manager rather than a generic to-do list. "Quote Sam's backyard project" linked to Sam means the task shows up in Sam's history in the CRM, and finishing it updates his last-touched date. Follow-ups stop depending on your memory — which is the actual failure mode of most small business task tracking, and the subject of this post on follow-ups.

Fast enough to actually use

A task system only works if capturing a task is cheaper than trying to remember it. Press Ctrl+K from anywhere in the dashboard, type "new task", press Enter, and type the title — four seconds, no mouse. The whole app is static files running in your browser, so there's no spinner between you and the list. Tasks are unlimited on the free tier, and like everything else they live in your browser's storage, exportable as JSON from Settings.

FAQ

Is the task manager free? Is there a task limit?

Free, and tasks are unlimited on the free tier — no cap. The free tier's limits apply only to customers (25) and money entries (200); your to-do list is never rationed.

Why only three lanes — today, upcoming, done?

Because owners don't run sprints. The only triage that matters day to day is 'does this need me today or not yet.' Three lanes keep that decision instant; anything more granular becomes a project-management hobby.

How does overdue highlighting work?

Any task with a due date in the past that isn't done gets a red edge and an 'overdue' label, and it sorts to the top of its lane. The overview screen also counts overdue tasks in the 'tasks due this week' tile, so you can't quietly not see them.

Can I connect a task to a customer?

Yes — every task has an optional customer link. Linked tasks appear in that customer's history drawer in the CRM, and completing one updates the customer's last-touched date automatically.

Where are my tasks stored?

In your browser's local storage, inside the same versioned JSON document as the rest of your dashboard. Export it from Settings for a backup. Nothing is sent to a server unless you're on Pro and switch on cross-device sync, which is off by default.

Can I add a task without opening the Tasks screen?

Yes. Press Ctrl+K anywhere in the app, type 'new task', hit Enter — the task form opens focused. There's also a + Quick add button in the header for mouse users.