Who carries what, where the money goes: see it in Core.
Overview shows team capacity, plan usage, inventory status and an events map; Performance shows who carries what; People holds members and your org structure; Finance holds income, expenses and expense approvals. Core is on every plan, and you decide who sees it in role settings.
Overview: where the agency stands today
Overview is the first tab you land on. Team capacity lists open and overdue tasks per person; the plan card shows how many members, how much storage, how many active projects and ReView minutes you're using; the inventory card shows gear out in the field and gear waiting for approval or return. Below them, the events map lists upcoming shoots and events with their locations.
- Open and overdue tasks, person by person
- Upcoming shoots and events on a map
Performance: where the work lands
All Tasks lists every open task in the agency and brings the overdue ones forward. Workload shows who is at capacity; Client Effort shows how many hours went to each client. All Tasks comes with Business Lite, Workload with Business Growth and Client Effort with Business Scale.
People: members and org structure
Members, your org structure, work arrangement and the team timesheet live here, next to the freelancers in your Talent Pool. Work arrangement comes with Business Growth; the team timesheet with Business Scale.
Finance: income, expenses and approvals
Finance holds the company ledger, income and expenses per project, and expense claims waiting for approval. Totals are kept per currency and never added across currencies. Expense entry comes with Business Lite; the company ledger and the approval chain with Business Growth.
Activity log and access
The activity log records who changed what, and when. You decide in role settings who sees Core and each of its tabs: by default the owner, admins and moderators see Core, and the owner and admins see Finance.
Works with the rest of TodoMore
Core questions
Where does Core's data come from? Do I enter it twice?
No. Core reads the records that Projects, tasks, Inventory, Calendar and TodoTime already write, so there's nothing extra to enter.
Which plans include Core?
Core is available on every plan; you decide who sees it in role settings (by default: owner, admin, moderator). Performance › Tasks comes with Lite, workload with Growth, client effort and team timesheets with Scale. Pricing is per workspace, with no per-member fees.
How is the data protected?
The database is hosted in Frankfurt (EU), and file storage sits in Cloudflare R2's EU jurisdiction. Row-level security limits every query to the rows the signed-in user is allowed to see. Encryption, two-step verification and your data rights are covered in detail on the Security page.
Do we have to move everything before Core is useful?
No. Core shows whatever is already in the system, and the picture fills in as your team moves over, one module at a time. The Free plan doesn't expire, so you can start without a credit card.
Add your team, and Core fills in from there
Start for free and move module by module. Your first workspace opens with 30 days of Business Growth, no credit card required. Core is on every plan.