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Add District
District CRM record
District Name
County
Enrollment
Title IV-A Budget ($)
Pipeline Stage
Prospect
Contacted
Pilot
Contract
Lost
Primary Contact
Contact Email
Notes
Tier
Tier 1
Tier 2
Tier 3
Title I Eligible
Yes
No
New Invoice
ZeroBlue billing record
Client / District
Invoice #
Amount ($)
Due Date
Status
Draft
Sent
Paid
Overdue
Description
Add Ops Task
Simple category-based operational task
Task
Due Date
Priority
High
Medium
Low
Category
Districts
Platform
Content
Finance
Marketing
Admin
Notes
Report Bug
QA / software issue tracker
Title
Severity
Critical
High
Medium
Low
Component
Login / Auth
BuddyPress
LearnDash
WooCommerce
Stripe
Playground / API
District Dashboard
Certificate / Verify
Other
Status
Open
In Progress
Resolved
Won't Fix
Steps to Reproduce
New Project
✕
Create a new project workspace
Project name
Description
Status
Active
On Hold
Complete
Archived
Due date
Accent color
Horizon Blue
Teal
Gold
Purple
Rose
Green
Priority
High
Medium
Low
Project Lead
— None —
Team members
New Task
✕
Add a task to this project
Task title
Description
Status
Backlog
To Do
In Progress
Review
Done
Priority
High
Medium
Low
Due date
Assign to
Tags (comma separated)
Add Password
✕
Stored encrypted in your browser
Service / Site name
Category
Platform
Hosting
Finance
Social
Email
Analytics
API Keys
Other
Username / Email
URL
Password
Generate
Notes
Task Detail
✕