# The Daily, staff guide ## What it is A shared planning tool for the whole Bell team. Tasks, projects, ideas, important dates, and notes, all in one place. Lives at **social.bellconveyancing.com** and works in any browser, on any device. ## Why we are using it So nothing falls through the cracks. Settlement follow ups, office to-dos, things to do for clients, all visible to the team. So we can capture ideas as they happen. If you spot something that could improve the office, the website, the client experience, drop it in. KB and Abby see it on the Ideas board. We act on it together. So personal admin does not get lost in your inbox. Birthdays, appointments, your own to-do list. Keep it personal if you want, share it if it helps the team. ## Signing in Go to **social.bellconveyancing.com** and type your own four digit PIN. Each staff member has their own. PINs are private. Do not share yours and do not ask another staff member for theirs. If you have forgotten yours, ask KB. ## What you can do ### Today The landing page. A greeting, the date, and four live panels: due today, coming up in seven days, active projects, important dates ahead. Check this every morning. At the top is **Quick capture**. Type a thought, pick Task / Idea / Note / Reminder, hit Enter. Two seconds out of your head and into the tool. ### Tasks Your full to-do list, plus the team's. Each task has priority, due date and time, category, project link, and repeat options. Tick the circle to mark it done. Recurring tasks auto create the next one. Filter by Today, This week, Overdue, Done, or No date. The Scope dropdown lets you flip between Everyone's, Team only, or My personal. ### Projects For anything bigger than one task. A whole party. A marketing push. Onboarding a new staff member. Two pre filled templates speed things up: - Party planner, nine starter tasks - Post plan, six tasks for a social media batch ### Ideas The team brainstorm board. Five columns: Just captured, Considering, Active, Parked, Done. Add an idea, let it sit in Just captured, move it across as you commit. Convert to a task with one click. ### Calendar Month view with every dated task, project deadline, and important date in one grid. Click a day to add a task to it. ### Reminders Birthdays, anniversaries, appointments. Tick **Repeats every year** and they roll forward forever. The countdown shows how many days until the next one. ### Notes Sticky notes and checklists. Pick a colour, pin the important ones, use checklists for shopping, packing, anything iterative. ## Personal versus team Every item has a **🔒 Personal** toggle. Flick it on for anything you want private. Only you see it. Defaults: - Tasks, projects, ideas, reminders default to **team visible** - Notes default to **personal**, because notes feel private You can change either way at any time. There is no rule. Use whichever fits. ## What it is good for - Settlement reminders for clients - Office to-dos: call the courier, restock the kitchen, follow up accounts - Team birthdays, anniversaries - Marketing, blog, and social post ideas - Office events: Christmas party, training day, R U OK Day morning tea - Personal to-dos: book the dentist, pick up dry cleaning - Multi step projects: onboarding new staff, finalising a new template ## What it is not for - Client matter notes. Use the matter management system for that. - Confidential client information. The Daily is shared between staff. Nothing in here should be subject to confidentiality. - Document storage. The Daily is for planning, not files. ## Tips and shortcuts | Action | Shortcut | |---|---| | Open search palette | Cmd K (Mac) or Ctrl K (Windows) | | Quick capture | N | | Tab one to seven | 1, 2, 3, 4, 5, 6 | | Dark mode | D | | Close any popup | Esc | The sync indicator in the top right shows green when you are connected. Click it to refresh from the server manually. Anything you save is shared with the team within twenty seconds, or instantly when they switch back to the tab. ## How to use it, real life examples ### Example one. Kylie needs new computer equipment. Kylie's monitor is flickering. Instead of emailing Kristy or hoping she remembers to mention it, Kylie does this. 1. Sign in to The Daily. 2. On the Today tab, click the **Quick capture** box. 3. Type "New monitor for my desk, the current one keeps flickering." 4. Pick **Idea**, hit Enter. 5. (Optional) Click the new card to add detail, like a brand preference or urgency. Where it goes. The Ideas board, Just captured column. KB and Abby see it next time they open the tab. Kylie's name is on it as the owner. What happens next. KB opens the idea, decides it is worth doing, hits **Convert to task**. The new task lands in Tasks with priority Normal and category "Office". KB ticks it done once she has ordered the monitor. Kylie sees it move across to Done. If Kylie wants to track this herself instead, she can add a Task right away with category Office and priority High. Either path works. The Idea path is for "raising it for consideration", the Task path is for "I will do it" or "this needs doing". --- ### Example two. Tammy has an idea for a new program for Kristy to build. Tammy notices the team keeps missing the seven-day-before-settlement check in with clients. She thinks an automated reminder tool would solve it. 1. Sign in to The Daily. 2. Click the **Ideas** tab. 3. Hit **+ New idea**. 4. Title: "Automated seven day pre settlement check in". 5. Detail: "Why. We keep missing the seven day touch base. Clients appreciate it when we get it right. How. Could be a daily email digest at 8am that lists matters settling next week." 6. Status: Just captured. Category: Tools. Save. Where it goes. Ideas board, Just captured column, with Tammy as the owner. What happens next. KB reads it on the Ideas board, agrees it is worth building. She moves the status to Active, then opens the **Projects** tab and clicks **+ New project**. Project name: "Pre settlement check in tool". Type: Generic. She adds starter tasks: scope the requirements, sketch the UI, build the email pipeline, test with a few matters, roll out to the team. Each task can be assigned a due date and priority. As Kristy builds it she ticks tasks off and the team can see progress. Tammy can drop more detail at any time by reopening the original idea, or by adding tasks to the project once it exists. --- ### Example three. Amy has an idea for the Bell Conveyancing birthday party. Amy is thinking the office party this year should have a 90s theme. If there is no project for the party yet, she does this. 1. Click the **Ideas** tab, hit **+ New idea**. 2. Title: "90s theme for the office birthday party". 3. Detail: "Throwback outfits, playlist of 90s hits, polaroid camera at the door, lolly bags as table favours." 4. Category: Events. Save. Where it goes. Ideas board. KB sees it, says yes, opens the **Projects** tab, hits **🎉 Party planner** to spin up a project from the template. Names it "Bell Birthday Party 2026". The template adds nine starter tasks (date and venue, guest list, invites, menu, cake, decorations, music, RSVPs, day before setup). KB pastes Amy's 90s detail into the project notes. What happens next. The whole team can now contribute. Tammy adds a task "Buy disposable cameras for guests". Kate adds an idea for the playlist. Abby links a venue quote. Everyone sees the project fill up. Day of, KB ticks each task off as it gets done. If there is already a party project running. Amy skips the Idea step and goes straight to the project. She opens it, hits **+ Add task**, types her idea as a task, saves. Same outcome, faster. --- ### Example four. Charlotte spots a typo on the website. Quick one. She fires up Quick capture, types "Typo on contact page, Bathurst spelt Bathrust", picks **Task**, hits Enter. Task lands in the team list, Abby fixes it that afternoon, ticks done. --- ### Example five. Naomee needs to remember Pat's birthday. Pat is a long term client whose birthday is on 12 June. Naomee wants the team to send a card every year. 1. **Reminders** tab, **+ New reminder**. 2. Title: "Pat (client), birthday". 3. Date: 12 June. Type: Birthday. Tick **Repeats every year**. 4. Notes: "Send a card a week before. Address in the matter file." 5. Save. Where it goes. Reminders tab and the Today dashboard's "Important dates ahead" panel from one week out. It rolls forward to the next year automatically once it passes. --- ### Example six. Lea wants to keep her own personal to-do list inside The Daily. Lea has a hairdresser appointment Friday and a vet visit next Monday. She does not want to clutter the team list. 1. **Tasks** tab, **+ New task**. 2. Title: "Hairdresser, 4pm". Date: Friday. Time: 4pm. Priority: Normal. 3. At the bottom of the modal, flick the **🔒 Personal task** toggle on. 4. Save. Where it goes. Tasks list, but only Lea sees it. KB, Abby, and the rest of the team never see it. The lock icon shows up on Lea's view so she knows it is private. When the appointment passes, Lea ticks it done. Nothing is shared. --- ## A few good habits Open The Daily first thing in the morning. Check Today, do the things that are due, capture any new tasks from your inbox. Use Quick capture liberally. Anything you might forget. Even half formed ideas. Better in the tool than in your head. Move ideas across the board. Just captured to Considering when you have read it again. Considering to Active when you commit. Active to Done when it is shipped. Parked is fine for ideas you like but cannot do right now. Tick off tasks as you go. Recurring ones bring themselves back automatically. ## Stuck Ask KB or Abby. They both have full visibility and can sort out anything from a wrong PIN to a missing item.