See What We're Building

Local AI agent integration — Claude Code, Cursor, Windsurf, and other compatible agents get read/write access to your entire PrimeTask system for automation and analysis. Stays 100% offline and private.

Integrate PrimeTask with Obsidian for seamless task and knowledge management. Potential features: - Sync tasks between PrimeTask and Obsidian vaults - Link tasks to Obsidian notes - Two-way task status updates - Daily notes integration - Task embeds in Obsidian markdown

Turn any project's Fields tab into a live database. Point a tab at your contacts, companies, tasks, or linked projects and each becomes a row, your custom fields become the columns, with two-way relationships and live column totals at the bottom. Mark a customer paid and project revenue rises; track a supplier and margin updates live. Pre-wired rollups for budgets, customers, and suppliers. Database power, project shape, running on your machine, offline and private.

A mobile companion app for PrimeTask designed for quick access on the go. It will let users capture tasks instantly, view and update projects, check reminders, manage their daily focus, and stay synced with their desktop workspace. The goal is to make PrimeTask more accessible away from the desk while keeping the core desktop experience as the main workspace.

Rich analytics powered by your activity history. See completion trends, productivity patterns by day and hour, turnaround metrics, and export reports as PDF or CSV.

Track billable hours per task and project with pause/resume support, manual time entry, and per-member time allocation. Generate time reports for invoicing and project cost analysis.

Migrate from Todoist, Trello, Asana, and others via a guided wizard. Export all space data as CSV files for backup and analysis. Your data is always portable.

Visual workflow builder for automation — design multi-step workflows on canvas with triggers, conditions, branching, delays, and actions. Automate repetitive processes without leaving your workspace.

Save any project as a template — milestones, goals, task structure, custom fields, hidden tabs, all of it. One-click to spin up a new project from a template.

Group multiple projects into a Portfolio. Set portfolio-level goals that span projects. See aggregate health, progress, and risk across an entire program.

Track outreach across every messaging channel you use, not just LinkedIn. WhatsApp, Messenger, SMS, Telegram, Signal, and Discord all get the same pipeline view, stage tracking, and template tools that PrimeCRM already gives you for LinkedIn outreach. Log the message yourself, or let your favourite AI agent, do it through PrimeTask’s MCP server. PrimeTask then tracks stages, response rates, and template performance in the same way across every channel.

Build CRM automations with triggers, conditions, and actions for contacts, companies, activities, and deals. Then enroll a contact in an Outreach Sequence and PrimeTask creates the tasks for each step automatically (intro today, follow-up in three days, second follow-up in a week, and so on). You stay in control of what gets sent and when, PrimeTask handles the scheduling, tracking, and conditional branching.

Sync PrimeTask data across devices using personal sync folders or shared collaborative spaces. Supports providers such as iCloud Drive, Dropbox, Google Drive, OneDrive, Synology, Nextcloud, and NAS folders, with secure syncing, safe merge handling, automatic retry, sync status visibility, and reliable cross-device continuity while preserving PrimeTask’s offline-first experience.

Write your best LinkedIn outreach messages once and reuse them across every contact. PrimeTask personalises each message with the contact's name, company, and job title, shows the finished version side-by-side with the original before you copy, logs every send to the contact's timeline automatically, and tracks reply rates so you can see which templates actually work. Built-in library of connection requests, first messages, follow-ups, and meeting requests included. Templates are also manageable from your AI agent of choice through PrimeTask's MCP server.

Turn any kanban task board into a live CRM pipeline by wiring board lists to contact or company statuses. Drag a CRM task across stages and the linked record's status updates everywhere in the app, instantly. Change a status anywhere else (detail page, MCP, inline picker) and the card moves to the matching list on its own. Two pre-mapped templates ship out of the box: a Sales Pipeline (Lead through Closed Won / Closed Lost) and a Client Lifecycle (Inactive through Past Client), ready to use the moment you create the board.

Drag tasks to reorder them across the Task List, the Project Tasks tab, and the Gantt chart. Hover over any row to reveal a drag handle, then drop the task wherever you want. It works with multi-select, so you can drag a whole group at once, as well as subtasks within their parent and CRM tasks. Project and CRM tasks fully interleave, so you can drop a CRM card between two project tasks and it will sit in that exact position. Custom order is saved and shared across all three views, so once you reorder it in one place, it is reflected everywhere. Pinned tasks stay at the top, with a gentle reminder to unpin them first.

Add a Mermaid node to PrimeFlow so users can create and display diagram-based content directly inside the visual canvas. This will support structured diagrams such as flowcharts, sequence diagrams, gantt views, mind maps, timelines, and other Mermaid-compatible formats, making it easier to combine visual planning, documentation, and technical workflows in one place.

Add custom properties to tasks - numbers, currency, dates, dropdowns, multi-select, ratings, progress bars, URLs, and more. Show in task list columns and cards.

Right-click any task, project, contact, or company to copy a primetask:// deep link. Paste it into Obsidian, Craft, or any other app — click it to jump straight back to PrimeTask.

Paste deep links from Obsidian, Craft, Notion, Bear, and other apps directly into Project Notes or the Task Editor. Links are automatically detected, display the correct app icon, and open in the target app with one click.

Automate workflows based on tags — the new “Task Tags Changed” trigger fires whenever tags are added or removed. You can combine it with actions such as Set Assignee, Set Status, or Set Priority.

Personalize your workspace with independent sidebar and header theming. Choose from Light, Dark, or Custom mode with a full gradient and solid color palette. Your sidebar and header can adapt independently from the app theme — pick a vibrant gradient, a muted tone, or a clean, minimal look. Text and icons automatically adjust for optimal readability on any background.

Press ⌘⇧A (Mac) or Ctrl+Shift+A (Windows) to create tasks instantly. Type naturally with dates, priorities, projects, contacts, and more. - Set dates, priorities, tags, projects, assignees, status, duration, and recurrence - all in one line. - Link CRM contacts and companies to tasks as you type - Sync to Apple Reminders (!rem) or Calendar (!cal) with a simple keyword. - Live preview shows exactly what will be created with color-coded highlights.

Adds full regional date and time formatting support across PrimeTask. Users can choose between US, UK/EU, or ISO date formats, select 12-hour or 24-hour time display, and have week start days automatically aligned with their locale. Smart defaults are applied on first run based on system settings.

Automate repeating tasks with daily, weekly, monthly, yearly, or custom intervals. Industry-standard behavior - next occurrence generated on completion.

Define unlimited custom statuses and priorities that match how you actually work. Create workflows like "Backlog → In Review→ Deployed" or priority systems like MoSCoW. Apply pre-built templates or save your own.

Each space now supports its own dashboard layout. You can hide, show, and reorder widgets independently per space using a new Customize button in the dashboard header. A dedicated drag-and-drop customization modal lets you quickly arrange widgets to match your workflow, keeping each space focused on what matters most.

Customize your Task List view with full column control. Drag-and-drop to reorder columns, toggle visibility to show only what matters, and resize column widths - all settings automatically persist per saved view. Switch between views and your column layout is instantly restored.

Let users define custom CRM company statuses per space (e.g., Vendor, Service Provider). Statuses appear in company forms, filters, tables, and PrimeFlow badges with consistent styling and persistence, and can be copied between spaces.

Lightning-fast app navigation with a Spotlight-style command palette (⌘K) and comprehensive keyboard shortcuts. Search and execute any command instantly with fuzzy matching, navigate between all 7 main sections with ⌘1-7, and create tasks from anywhere with ⌘N. Includes recent commands memory, monochrome glassmorphism UI, and cross-platform support (Cmd on Mac, Ctrl on Windows)

Automate repetitive tasks with powerful triggers and actions - all running locally on your device. TRIGGERS • Task status changes (created, in progress, completed) • Priority changes (especially urgent tasks) • Project events • Timer events ACTIONS • Auto-set start/due dates • Update status and priority • Start/stop time tracking • Add or remove tags • Show focus prompts for urgent tasks • Celebration modals on completion BUILT-IN AUTOMATIONS • Set start date when task moves to In Progress • Auto-start timer when working on a task • Stop timer when task is completed • Focus prompt for urgent priority tasks • Celebrate task completions with time tracked KEY FEATURES • Per-space enable/disable control • Custom automation builder • Keyboard shortcut integration • 100% offline & private • Command Palette integration COMING SOON • Calendar event triggers • CRM triggers • Custom keyboard shortcuts • More action types Currently in beta - available to beta testers for feedback.

Launch external applications directly from your PrimeFlow canvas. Add nodes that open apps like Obsidian, Notion, VS Code, Figma, Slack, and more using deep links or app paths. Auto-extract icons from macOS apps, upload custom icons, and save frequently used apps to your personal library for quick reuse across canvases.

- Gantt Chart: Interactive dependency lines - hover to highlight, click to remove dependencies - Gantt Chart: "Blocked By" button to set prerequisite tasks that must complete first - Gantt Chart: "Blocks" button to mark current task as a prerequisite for other tasks - Gantt Chart: Smart routing through gaps between rows for overlapping tasks - Task Modal: Start Date picker to set when a task should begin (separate from due date)