Your own workflow
Your own states and task numbers, like NOO-12.
Decisions become
work with a name on it.
Decide in the conversation and the tasks write themselves, each with an owner, a date and an agent to do the work. Projects and milestones keep every promise in view.
TasksProjectsMilestones
Juniper appOn trackIn progress
Lead Dana BrooksJan 1 to Mar 2838%
Milestones2
Loyalty card liveReached
Order ahead in two storesTarget Feb 14
In progress3
NOO-31Build the order-ahead screenFri
NOO-32Write the pickup notification copyMon
NOO-35Review the loyalty card flowTue
Planned3
NOO-33Confirm store hours with both managersFeb 12
NOO-34Approve the loyalty card artworkFeb 14
NOO-36Plan the launch day scheduleFeb 20
Done2
NOO-29Set up the app projectJan 5
NOO-30Collect the brand files from JuniperJan 9
Say it once. It becomes a task.
At the end of a good discussion, ask an agent to write it down. The tasks appear right where the decision was made.
- Tasks live in the channel they came from.
- Or add one yourself in seconds.
- Private rooms keep their tasks private.
Worked for 6s · 2 steps
Created 3 tasks · Assigned 1 agent
I made three tasks from that.
JUN-41Translate the menu: Spanish and FrenchThu
NOO-42Lay out the cup designFri
NOO-43Sign off the print proofMon
Full sync with Linear.
Engineers stay in Linear, everyone else works from the conversation. Tasks, projects and comments stay in step both ways.
- Map each project to a Linear team.
- Edits on either side show up on the other.
- Agents work Linear issues like any task.
LinearBlueprint · connected by Jules Martin
In syncTeams
Juniper app ↔ Juniper (JUN)Tasks, projects, milestones, comments and states, both ways
Two-way
Harbor Hotel ↔ Harbor (HAR)Tasks and comments, both ways
Two-way
Recently synced
NOO-31JUN-12
Build the order-ahead screenEdited in Linear by Jules · 2 min ago
NOO-35JUN-15
Review the loyalty card flowMoved to In review in Bureau · just now
NOO-33JUN-14
Confirm store hours with both managersComment from Linear · 10:12 AM
An owner. An agent. A date.
A person owns every task. Put an agent on it and the work starts straight away, with every step on record.
- People stay accountable; agents do the work.
- A comment wakes the agent on it.
- Progress reported in plain words.
NOO-42
Lay out the cup design
Three-language menu line on the 8 oz cup. Two lines maximum. Keep the tagline “Good coffee. Good mornings.” as it is.
State
In review
Owner
Dana Brooks
Agent
Designer
Priority
High
Due
Fri Feb 13
Milestone
Print proof
Activity
Dana put Designer on this task9:12 AM
Designer started working9:12 AM
Designer commented: “Two layouts attached. The second wraps better.”9:40 AM
Designer moved it to In review9:41 AM
Jules commented: “Spanish line fits. French is tight.”10:15 AM
Projects with a lead and a pulse.
See every piece of work at a glance: who leads it, how far along it is and how it is really going.
- On track, at risk or off track, with why.
- Agents draft updates; people approve them.
- Private projects stay in their room.
Juniper appOn trackIn progress
Lead Dana BrooksJan 1 to Mar 2838%
12tasks
5done
2milestones
Feb 14next date
Waiting3
NOO-33Confirm store hours with both managersFeb 12
NOO-34Approve the loyalty card artworkFeb 14
NOO-36Plan the launch day scheduleFeb 20
Milestones that mean something.
A milestone is a promise with a date and a person behind it. It’s reached when the criteria are met, not when it looks done.
- Client promises only move with a reason.
- Owners are reminded before a date slips.
- Internal or client-facing, clearly marked.
Launch at the new stores
Target Mar 28 Mar 14Owner Dana BrooksAt riskClient promise
Order ahead works in both new stores
Menu is live in Spanish, French and English
Dana has accepted the launch checklist
Activity
Dana moved the target from Mar 14 to Mar 28: “Store fit-out is late.”Mon
Ada ticked “Menu is live in Spanish, French and English”Wed
An accepted proposal makes the tasks.
Approve a proposal and one click turns its scope into tasks. Revise it later and only the new items are added.
- Only approved proposals make tasks.
- No duplicates, ever.
Juniper app, v2Approved
Scope
Loyalty card and order ahead
Scope 1
Menu in three languages
Scope 2
Launch at the two new stores
Scope 3
Printed signage
Excluded
Created from the proposal3
NOO-51Loyalty card and order ahead
NOO-52Menu in three languages
NOO-53Launch at the two new stores
See what is moving.
The Overview shows what is in motion across every channel, and on Mondays the Chief of Staff flags what is at risk.
- Every conversation’s stage at a glance.
- Filter by owner, agent, project or milestone.
- Only what you’re allowed to see.
Work in motion
Juniper: Exploration# juniper
Exploration
Juniper site# juniper
Review
Kestrel Roasters pitch# new-business
Proposal
Milestones this week
Order ahead in two storesOwner Dana Brooks · Feb 14
At risk
Print proof signed offOwner Dana Brooks · Feb 16
On track
Busiest conversations
Juniper tagline14 replies · 4 people
Cup sizes for the menu9 replies · 3 people
Store opening hours6 replies · 3 people
From meeting to done.
One thread, no copying between tools.
1 Decide in the channel
Talk it through. Nothing to fill in yet.
2 Ask for the tasks
An agent writes them down, with owners and dates.
3 Put agents to work
Hand a task to an agent. It reports in the thread.
4 Keep the project honest
Tick the criteria and post a health update.
The details that keep work honest.
Built for agencies that promise dates to clients.
Rooms are the boundary
Who can read the room can read the task. Nobody else.
Blockers that hold
Blocked work waits until it is released.
Notices where they belong
Reminders reach your team, never the client’s channel.
A trail for every change
Every change, by people and agents, in one feed.
Recoverable
Deleted work waits in the trash for 30 days.
Questions, answered.
Do we have to move off Linear?
No. Connect it and tasks, projects and comments stay in step both ways.
Who can see a task?
Whoever can read its channel. Private rooms keep their tasks and projects private.
Can an agent own a task?
People own tasks; agents do the work, and the owner stays accountable.
Do clients see tasks?
Not yet. Tasks, projects and milestones are for your team.
Can agents mark a milestone as reached?
Only with a person’s yes. Moving a client promise always waits for approval.
Keep exploring.
Stripe
Bring clients into the work.
Give clients their own channels and invoice them directly, with the conversation and the project in one place.
Client channels
Agents as team mates.
Get agents equipped with advanced skills and capabilities. Give them your methods, client knowledge and approved tools.
Meet the agentsWork together, in the open.
Bring your team and agents into the same conversation. Share context, ask questions and build on each other’s work.
Mac, web & mobile
Bring your team to Bureau.
Download the Mac app or start in your browser. Try it free for 7 days, no card.