Before you dive in, it's helpful to understand how the four main types of items relate to each other. Think of them as building blocks that connect to create your complete organizational picture.
A Project is the notebook for an entire initiative. It's the umbrella that contains everything related to a major piece of work.
Example: A production like "Q1 2026 Production: Silent City" is a project. It holds all the planning, meetings, rehearsals, performance logistics, travel information, and supporting materials in one place.
When you click on a project in the Projects view, you see all the tasks and events connected to it—everything you need to know about that initiative in one side peek.
An Event is anything that happens at a specific time and place. Events are scheduled calendar items.
Examples: Rehearsals, meetings, performances, workshops, planning sessions, donor calls, intake interviews.
Events have specific dates and times. When you click on an event, you can see its full details and which project(s) and task(s) it relates to. The Events section gives you a master calendar view of everything happening across your organization.
A Task is a specific action item that needs to be completed. Tasks usually have due dates and can be grouped under projects.
Examples: "Draft workshop session plan," "Confirm school partner dates," "Create promotional kit," "Send venue deposit," "Finalize cast list."
Tasks can have attached tools and assets like images, videos, SOP guides, and checklists. When you're in the Tasks view, you see your master task list—everything you and your team need to do, organized by due date and project. Click on a task to see its details, attachments, and connected events.
A Communication Touchpoint is a record of a communication or interaction with people, partners, or stakeholders. Touchpoints are similar to CRM entries in that they capture important conversations and communications.
Examples: Emails, meeting notes, donor calls, sales conversations, new student intake forms, partnership inquiries, feedback submissions.
Touchpoints are valuable because they can be connected to projects, events, and tasks. For example, a "New Student Intake Form" touchpoint might connect to the Spring 2026 Workshop Program project. A "Donor Call" touchpoint might link to specific follow-up tasks and upcoming fundraising events.
Let's say you're managing the Spring 2026 Workshop Program (a project):