My Business explained
The Business area — running your own business, not your clients' projects.
Business on the rail down the left is where your business itself gets the same treatment your client projects do — its costs, its people, its pipeline of internal work, its numbers. Client delivery lives under Work and Clients; your own private tasks and inboxes under Personal (see Personal workspace).
What lives here
The Business panel has three groups.
- Overview — your business at a glance: profit and loss, costs, what's coming.
- Business profile and Brand — your business details and your brand kit.
- Team — seats, invitations and per-person permissions. See Team and permissions.
- Internal projects and Business tasks — internal projects (product work, marketing, ops) and their tasks. Internal work is non-billable by design; the time still tracks, as overhead, so you know what your own initiatives cost. See Creating a project.
- Project templates — reusable starting points for new projects. See Project templates.
Money
- Invoices — raise and track invoices.
- Bills — what suppliers charge you. See Expenses and bills.
- Costs — your operating costs and cost rates, effective-dated so history stays true. The asset register sits inside Costs too, under Assets — equipment depreciation is a cost, so it lives with the rest of them. See Costs and margins.
- Pricing, Forecast and Rate cards — your pricing setup, where revenue is heading beyond what's already billed, and your price list.
Growth
- New business — deals and what winning them costs. See New business.
- Outreach — newsletter and campaign reporting via Mailchimp. See Outreach.
- Services, Campaigns and Social media — what you sell, and your own marketing.
Cross-project reporting now has its own area: Reports → Business. And your email and meetings live under Inbox — one mailbox and one meeting record for everything; filter to your own internal project when you want just your business's threads.
Why the split matters
Mixing "work I bill" with "work on my own business" is how solo consultants lose track of both. The split keeps client dashboards clean and makes your own business legible: internal time shows up as overhead, bills show up against margins, and the overview answers "how is the business itself doing?" — a different question from "how are my projects doing?"
Tip: treat your business like your best client. Internal projects with real tasks and logged time are what make the Forecast and Reports pages worth opening.
Last updated 25 September 2026
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