A nested block editor for handbooks, SOPs, meeting notes and project briefs — with slash commands, markdown shortcuts and autosave.
∞
Levels of nesting
Autosave
On every keystroke
1
Source of truth
What you get
Structure your handbook exactly how your team thinks about it.
Headings, lists, quotes, dividers and callouts without leaving the keyboard.
Every keystroke is saved and scoped to your workspace.
Everyone in the workspace sees the same source of truth.
In detail
Not a feature list — the mechanics of how records behave, who can change them and what happens next.
Write the way your team reads: short blocks, callouts for the parts people skip, and checklists that survive an audit.
Nesting, favourites and search keep a growing handbook navigable instead of turning it into a folder graveyard.
A procedure is only useful next to the job it governs. Pages can be referenced from projects, job cards and client records.
Workflow
Create a page
Start blank or from a template such as SOP or meeting notes.
Write with blocks
Slash commands and markdown keep you on the keyboard.
Nest and favourite
Place it in the tree so people find it without asking.
Link it from a record
Attach the procedure to the project or job that uses it.
The TasksPro journey
Every record — whichever module it starts in — moves through the same continuous workflow from intake to closure.
The work has been asked for or captured.
Scope exists as a project, job card or estimate.
Someone owns the work.
Time, notes, files or comments are on the record.
Approved internally or accepted by the client.
The work is finished and signed off.
An invoice has been raised for the work.
The invoice is settled in full.
Attach SOPs to job cards
Onboarding checklists on the client record
Policy pages referenced from leave requests
Who it is for
SOPs that are actually current, and visibly so.
One place to learn how the company works.
Documented procedure sitting beside the executed work.
Questions
Paste content directly — markdown structure is preserved as blocks, so headings and lists convert automatically.
Edit rights follow workspace roles. Owners and admins control who can create and change pages.
Changes are captured in the workspace activity trail so you can see who edited a page and when.
Start with your own workspace and bring your clients, work, team and billing together as your business grows.
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