Core Concepts

This section covers the fundamental concepts you need to understand when working with the platform. Each concept builds on the others to create a complete system for managing projects, workflows, and your online presence.

Overview

The platform is built around several core entities that work together:

  • Accounts & Teams - User identity, team collaboration, and permissions
  • Projects - Organize work, track GitHub activity, and collect feedback
  • Clients - Organize work by client relationships
  • Feedback - Collect input from users and clients through public boards
  • Blog - Write and publish posts, manage visibility, and moderate comments
  • Workflows - Automation templates and n8n workflow management
  • Playbooks - Pre-built task templates to guide your projects
  • Tasks & Notes - Task management and knowledge capture
  • Public Profiles - Showcase your work and build your online presence

How They Connect

User Account
    │
    └── Team (with members and roles)
         │
         ├── Clients (client relationships)
         │      └── linked to Projects and Tasks
         │
         ├── Projects (GitHub repos, files, feedback boards)
         │      └── linked to Workflows, Tools, and Clients
         │
         ├── Workflows (automation templates)
         │
         ├── Playbooks (goal-based task templates)
         │
         ├── Blog Posts (publishing with comments)
         │
         ├── Tasks (Kanban boards, recurrence, dependencies)
         │      └── optionally linked to Clients
         │
         ├── Notes (knowledge capture)
         │      └── linked to Tasks and Ideas
         │
         └── Products (monetizable offerings)

Public Profile ← showcases Projects, Workflows, Products, and Blog Posts

Getting Started

If you're new to the platform, we recommend:

  1. Start with Accounts & Teams to understand user management
  2. Move to Projects to learn how to organize your work
  3. Explore Tasks & Notes for productivity features
  4. Set up your Public Profile to showcase your work

Next Steps

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Core Concepts | Documentation | DoerPath