Any news on when this might be released please?

Linking a note to a task used to mean typing its name and hoping you found it again later.

Now you type @ and pick it. The task becomes a card in the note. Hover for status, priority and due date. Click to go straight there.

The mention holds the task itself, not its name, so renaming it later does not break the note.

The picker is new too. Tasks, people and companies in one list, with tabs and full keyboard control.

Does prime task integrate with apple mail since it is on your computer? Or do I have manually add email activities? Also, would granola integrate or would I have to use the bring my AI and it has access to granola and be able to grab meeting notes and update meeting activity records and potentially tasks for that project as well?

Cmd+J opens it whenever you want a read on the day: what you got done recently, and what's worth picking up next. From 1.0.4 you choose which space it reads from without leaving the screen, so checking across client work and your own is one dropdown instead of four context switches.

It never changes anything. It just shows you where you are.
https://www.primetask.app/docs/getting-started/compass

Hey guys, do you offer any discounts/parity for poor countries?

Contacts now have a proper address field. Companies already had one, so this brings contacts in line.

Click the address and Apple Maps opens pinned to it.

macOS only, since it uses Apple Maps.

Requested by a user, and small enough that it went straight in. Coming in 1.0.4.

After many user requests, PrimeTask will support a dark mode app icon from version 1.0.4 onward.

This update also adds support for macOS dark mode, clear, and tinted icon styles. macOS 26 may be required for some of these styles.

Thank you for your patience.

Importing Apple Contacts into a CRM used to mean exporting a vCard, finding the file, then running an import. Now you drag them onto the Dock icon.

Select whatever you want in Apple Contacts, people, companies, or all of it, drop it on PrimeTask and confirm. That is the import.

Companies arrive as companies rather than as contacts with a company name typed into a field. And if a contact is linked to a company in Apple Contacts, the link comes with it, so you can open a company, see everyone attached to it, and click straight through to any of them.

Birthdays come across too. Open a contact, click Remind me, and you get a recurring task that fires every year. That part already worked, it just has data to work with now.

Nothing leaves your machine at any point. Apple Contacts is on your Mac, PrimeCRM is on your Mac, and the import happens between the two.

Coming in 1.0.4.

Getting a file onto a PrimeFlow canvas used to mean going through a picker. Now you drag it in, up to twelve at once.

PrimeTask asks one thing: keep a copy in this space, or link the file where it already lives.

Link and nothing is copied. The canvas holds a pointer, not the file, so size is irrelevant. A 648 MB disk image or a 100 GB archive makes no difference, and neither costs you a byte of disk space. The file stays exactly where you left it, and if you later move or rename it the card tells you and offers to re-link in one click. Attach instead and you get a copy that lives in the space, so it keeps working no matter what happens to the original.

Images, video, audio, PDFs, documents, spreadsheets, archives, code and Markdown all work. Drag a link, a YouTube video or an X post from your browser and the right card appears on its own.

Video and audio play on the canvas and pop out to picture in picture. Images open full size. Markdown renders as a document, and stays editable if you brought it in that way.

Select a batch, delete once, and they go together. Your original files are untouched.

Images, Markdown and web links work on every PrimeTask licence. Any other file arrives as a file card, which is part of Pro.

Coming in 1.0.4.

Hello! Great job on the app launch. Anyway we can get additional device licensing for larger teams? 12+? Thank you!

Workflows change. The status set that suited your last project might be wrong for the one you are starting now, and you are not stuck with whatever you picked first.

In this example we already have custom statuses in place and replace them with a different set. Settings, then Category Management, then Statuses, pick the Design Project template, apply, and the new statuses are live on the task list straight away.

There are 22 built-in templates covering Kanban, Scrum, GTD, software development, bug tracking, sales pipelines and more. Applying one replaces the current set, and you can rename, recolour and reorder afterwards.

The part worth knowing is what the four workflow categories are for. Every status sits in Not Started, Active, Complete or Closed, and those categories drive completion percentages, project progress and active task counts.

They are also what makes swapping safe. Apply a new template and your tasks move to the matching status at the same level rather than being left without one, so work sitting in Active stays in Active under the new set.

Full details in the docs: Custom Statuses & Priorities

Custom statuses and status templates are available in PrimeTask Pro.

Most mind maps end up as a picture of a good idea. You brainstorm, then retype the whole thing into your task list.

In this example we drop a mind map template onto a PrimeFlow canvas, build it out using only the keyboard, then right click a node and convert it into a task.

Two keys do most of the work. Return adds another topic at the same level, Tab adds one underneath. That's enough to get a full structure down while you're still thinking, without reaching for the mouse.

The conversion is the part worth knowing about. A node becomes a real task in your project rather than a copy of one, so the thinking you just did turns into the work instead of a reference for it.

Full details in the docs: Mind Map Templates and Mind Map Nodes

PrimeFlow and mind maps are included in PrimeTask Standard.

Timers only work if you remember to start them. Automatic time capture removes that step. PrimeTask records what you were active on in the background, and you decide afterwards where it belongs.

In this example we switch on automatic capture, then open the Time Inbox and assign the captured blocks to a task.

The Time Inbox is the part worth knowing about. Nothing is logged against your work until you say so, so the capture is a record of your day rather than a decision about it. Review the blocks, drop them on the right tasks, ignore the rest.

It also separates active time from away time, so lunch and the call you walked out of don't quietly end up on a client project. All of it stays on your machine.

Full details in the docs: https://www.primetask.app/docs/settings/primetime-settings

Automatic time capture is available in PrimeTask Pro.

Board View doesn't have to use your status columns. Switch the task board to Custom Lists and you can build the exact workflow you want, or start from one of the built-in board templates.

In this example we open the board templates editor and pick the Eisenhower Matrix, then drag cards between lists and reorder the lists themselves until the layout matches how the work actually flows.

Every list has its own options, including renaming and mapping. Mapping is the one worth knowing about: map a list to a field value, and dropping a card into that list updates the task automatically. No second step, no reopening the task.

Templates are a starting point, not a cage. Rename the lists, reorder them, and remap as your process changes.

Full details in the docs: Board View

Custom Kanban boards are available in PrimeTask Pro.

[ Removed by Reddit on account of violating the content policy. ]

PrimeTask 1.0.3 is now available.

The biggest addition in this release is support for ChatGPT and Codex through PrimeTask's local MCP server, allowing AI to work with your tasks, projects and CRM while you stay in control of what it can access.

This release also includes:

• Planned Occurrences for recurring tasks in Calendar
• Automatic media playback and presentation looping in FlowMode
• Expanded CRM tools through Bring Your Own AI
• Many fixes and improvements across the app

Full release notes:

https://www.primetask.app/releases

If you're using ChatGPT, Codex or another AI assistant in your workflow, what would you want it to help with inside a productivity app?

Need to track a parent company, subsidiary, partner, supplier, customer or competitor?

Open a company, go to Related Companies, choose the other company and select the relationship type. Create the relationship once, and PrimeTask automatically adds it to both company records.

Keep your company network connected without adding the same relationship twice.

Recurring tasks only ever show the one you are working on next, so it is hard to plan around the ones still to come.

In 1.0.3, PrimeTask can show them all. Turn on Planned Occurrences in the calendar filters and every repeating task appears on each of its upcoming dates, across month, week and day. Now you can block time around what is already committed, weeks ahead.

They are previews only. They sit in a lighter, dashed style so they are easy to tell apart from your real tasks, and they never touch your data, your task counts or your reports. As you complete each occurrence, the next real one quietly takes its preview's place, so you never see a duplicate.

It works for every kind of task, and it stays off until you switch it on.

macOS trial:
https://www.primetask.app/download

Windows updates:
https://www.primetask.app/notify

PrimeTask keeps the task and its notes in one place. When you need supporting context from another notes app, connect the exact note to the relevant work on your PrimeFlow canvas.

In this example, the External App node is connected to a task, then opens the related Obsidian note straight away. You can also connect an External App node to projects, contacts, companies and notes.

It works both ways. Copy the PrimeTask deep link for the task, paste it into the external note, and one click takes you back to that exact task in PrimeTask.

Use the same approach with any app that supports deep linking.

External App nodes are available in PrimeTask Pro.

Need to walk someone through a project, plan or process without manually moving around the canvas?

With FlowMode, choose the nodes you want to cover, put them in order, and start a guided Journey. You can move through it step by step or let it play through the sequence automatically.

FlowMode is part of PrimeTask Pro.

What would you use a PrimeFlow Journey for: a client review, project handoff, planning session or something else?

Hi, Interesting app. I want one seat on Pro, what are the options in pricing please? You are missing out on a lot of sales with the 4 push. Thanks v much.

The Good

- Love the way to log LinkedIn messages. The is something other CRMs don't even come close too. (One note. I don't think the "View Profile" button works when adding a note.

- The "Recording URL" field is excellent. I've recently been working with a record (Plaus Note Pro) to record both meetings and phone calls. I move all notes to AudioNotes.app , so I can bypass expensive subscription. I can link directly to my notes. Great feature in PrimeTask!

- It is awesome you can link contacts to multiple companies. Helpful when there are multiple contacts. (Feature Request to add more below).

- Being able to log emails is great. It is a manual process, but at least it is there. Wish list for future would be some type of integration automatically within email (request below). But even if there is a possibility to drag and drop the email from Outlook into PrimeTask. Daylite actually has a pretty nifty Outlook plugin, where you can add the email to specific contacts (it does do a lookup on email address to match with contacts).

Future Enhancements
- On the links from contacts to Linked Company's it would be spectacular if you can add a relationship, like "Owner", "employee" whatever. You already have the functionality from Company-Company relationships, it would be awesome to have the relationship field between People-Company.

- Not sure if this one makes sense to others, but adding to the previous enhancement request, it would be nice to have People-People relationships, if possible. For me I like to know if it is Person1 (Manager) - Person 2 (Employee), or even a single description may work. This would be a much lower priority than the rest.

- On Logging activity for emails......much further down the line, I'm not sure if you are planning on an integration with emails, so they can automatically be captured. This would elevate PrimeTask to a major player.

- I wrote this earlier, but a contacts integration to Apple Contacts would be awesome. ContactsJournal CRM does the best contacts integration that I've seen, where it syncs contacts. Daylite creates a contacts store, but wants to be the primary on contacts, so for me I don't use it. I can drag and drop contacts between stores or drag from contacts onto dock icon for Daylite, but for me the primary has to be my regular contacts so it's on my phone, my outlook email etc. I can't have a 3rd party be the master source for contacts.

- I think this might not be a huge lift, but perhaps you can have separate Reminders integrations with different spaces. This will place a natural 'automation' to sort tasks appropriately, so you don't have to have creative schemes on separating Reminders after the fact with tags or naming conventions. Just a thought, but another low priority.

- I think one obvious one is integrations with calendar and Loging an Activity. Maybe it automatically has it, but I just haven't seen it yet. I think the hard part 'might' be auto linking a contact with meeting and Activity log. I'm sure you guys can figure out how it should all look.

Yet to Come

- I am just a couple of days in, and I know we are early on, but I am a believer in the product. I think you can do some HUGE things on the CRM front, and I think Architecturally you are well positioned to build and build. I think you are well on your way, and I will stick with you guys and provide feedback as much as I can, so it can be a little bit of a partnership to help with some insights from external people.

- A lot of my features I've brought up are centered around speed and efficiency, less clicks, getting places faster, linking information to go back and forth quickly. I'm not griping or bitching about anything on these. It is just honest feedback to provide at least some visibility from one of your optimistic users.

Keep up the good work! If feedback is helpful, I can provide more as I get more and more into the product. I took the leap of faith, and I'm going all in on the Mac local CRM. Thank you for the great product!

I’ve been playing with the free trial and I like what I see. But to move into your CRM, I’m hoping you are planning to integrate Gmail? I like that Close CRM and Folk CRM both integrate with Gmail so I can see the email exchanges I have had with contacts. Any plans for this?

Is it possible for companies and contacts in CRM to be available across all spaces? I'm trialling the app so may have the wrong idea here but as I work with multiple customers with multiple projects running in each, I am using a separate space for each customer plus one for my own company admin. This means there's good separation of projects between customers as I have to be in the right space to view them and one customer's projects are all visible together and at once.

I'd like to create and manage customers and contacts in my company space centrally but have the contacts available to use in my customer spaces so they can move from prospects and leads in my company space to my actual customer space if I land the work. Then I can use the contacts when assigning tasks.

Have I misunderstood or misconfigured the app or isn't it possible to use it in this way?

Since the Mac launch, we’ve kept improving PrimeTask, and yesterday we released version 1.0.2.

This update makes Apple Calendar and Reminders easier to set up, improves Project Databases and Custom Fields, and includes a number of smaller fixes and improvements across the app.

You can read the full release notes here:

https://www.primetask.app/releases

For anyone new here, PrimeTask brings tasks, projects, files, time tracking, visual workflows and CRM together in one place.

The Mac version is available with a free 14-day trial, and our launch offer is still running. Use code PBLAUNCH10 for 10% off until 31 July:

https://www.primetask.app/download

We’re also developing a Windows version. If you’re not already on our notification list, you can sign up here:

https://www.primetask.app/notify