Field Notes — Local Task Board

Field Notes local task board

Today

Do Now

Start

Follow Up

From Queue

Quiet day. Capture something or load the sample data.

Capture Enter

Focus Now

View

Sort

Customer

People

Show done

New Task

Title

Notes (description — what is this task)

Updates & follow-ups (append-only log)

Each entry is timestamped and saved immediately. Doesn't need the Save button.

Status

Priority

Due date

Customer (external organization, optional)

Type is remembered per customer. Edit any customer's type later via Manage Customers.

Assigned to (internal people blocking or owning this)

Tags (optional, free-form)

Activity log

Pin to Focus Now

From Email extract tasks

Privacy: Only the text below is sent to Gemini, only when you click Extract. No chat history, no other tasks, no identifiers. The API key travels in a request header, not the URL.

Paste email (or any unstructured text)

Detected tasks — uncheck any you don't want

Settings

LLM provider

For Google Gemini: only paid-tier keys come with the no-training guarantee. Confirm your project shows "Tier 1 (Prepay)" or higher in AI Studio Billing before using with sensitive content.

API key

Stored only in this browser's localStorage. Sent as a request header (not in URLs). Anyone with access to this browser profile can read it.

Model

Defaults are set automatically. Override only if you need a specific model.

Daily list — stale threshold (days)

Tasks with no update for this many days surface in "Follow Up".

Privacy — scrub before sending to LLM

Social Security numbers Credit card numbers Account numbers (long digit sequences) Email addresses Phone numbers

Checked items get replaced with placeholders before text leaves your browser. Defaults scrub everything; you can paste real contact info back into task notes after extraction.

Browser notifications for due tasks

Danger zone

Import / Restore

Restore from JSON backup

Replaces all current tasks and customers with the contents of the backup.

Paste a raw to-do list (any format)

Uses your configured LLM. Same privacy rules as email extraction.

Manage Customers

Change a customer's type here and it updates everywhere it appears. Rename or remove customers that crept in by mistake (the underlying tasks stay).

Manage People

Mark each person as Internal (your coworker) or External (customer contact, vendor rep). Type is remembered everywhere they appear. Rename or remove people that were added by mistake (the underlying tasks stay).

Manage Workspaces

Each workspace has its own tasks, customers, and people. Use them to keep work, personal, and school completely separate. Settings (LLM key, redaction) are shared across all workspaces.

Create new workspace

Color