Siftware manual

siftware.dev is where a small team keeps its projects, tasks, time and knowledge, with a daily note and a canvas for the thinking in between. This manual has one page per feature.

Pages describe shipped behaviour. They carry no status labels.

Areas

• Getting started - Navigation and tabs.
• Daily note - Today and tomorrow, Daily feeds.
• Capture - Capture to today, iPhone capture.
• Canvas - Canvas, Shapes, frames and lines, Tables, checklists and link cards, Audio and transcripts.
• Agents - Agent panel, Claude connector (MCP), AI usage.
• Docs - Docs, Folders and pages, Git sources, Inbox, Agent notes and Publish.
• Support - Tickets, Agreements and products.
• Projects and tasks - Projects, Tasks and boards, Dashboard.
• Time and planning - Time and timer, Schedule, Capacity and budgets, Reports.
• Clients - Companies, Contacts.
• Plugins - Plugins, Gantt, Leads, Xero automation.
• Ops and estate - Ops and estate screens.
• Settings - Settings, Account, Roles and permissions, Sign-in, View as and support access.

For agents and scripts, see the separate For AI agents set.

In this section

• Getting started

  What siftware.dev is made of,.

• Daily note

  A canvas per day: what is due, what was captured, and what the day held.

• Capture

  Every way to get a thought, a task or a recording into siftware.dev.

• Canvas

  A freeform board of notes, tasks, docs and drawings, joined by lines.

• Agents

  Claude and local models working on a canvas.

• Docs

  Written knowledge, shared at the right width and kept current.

• Projects and tasks

  Projects hold the work: a board of tasks per project, with the people, files and talk around each task.

• Support

  Tickets from customers, the products they are on, and the agreements that cover them.

• Time and planning

  Time logged against tasks, who is booked on what, and how that compares with the budget.

• Clients

  The companies and people the agency deals with, and what each of them can see.

• Plugins

  Features added to Siftware Dev as plugins, each switched on per install.

• Ops and estate

  Screens for the people who run servers and the workspace.

• Settings

  The settings for the workspace and for each person: company details, roles, tokens, integrations, and the account screens.

Markdown version