Documentation

Getting Started

Seaso is a desktop application designed specifically for solo entrepreneurs. It helps you manage projects, tasks, finances, customers, and more - all in one place, completely offline.

Installation

1. Get Seaso from the Mac App Store
2. Install the application by following the standard installation process for your OS
3. Launch Seaso from your applications folder
4. The app will automatically create a local SQLite database on first run

First Steps

1. Create your first project to organize your work
2. Add tasks to break down your project into manageable pieces
3. Explore the different views to understand what's available
4. Customize the theme to match your preferences (Settings → Appearance)

Dashboard

The Dashboard is your central hub for an at-a-glance view of your business. It displays key metrics, recent activities, and important information across all your projects.

What You'll See

• Overview statistics (total projects, active tasks, revenue, etc.)
• Recent projects and their status
• Upcoming tasks and deadlines
• Quick access to frequently used features
• Recent activities and updates

How to Use

The dashboard automatically updates as you work throughout the app. Click on any card or item to navigate to the detailed view. Use the project filter to focus on specific projects.

Projects

Projects are the foundation of your workspace. Each project represents a client engagement, product, or business initiative.

Creating a Project

1. Click the "New Project" button
2. Enter the project name and description
3. Set the start and end dates (optional)
4. Assign a client/contact if applicable
5. Set a budget and status
6. Click "Create" to save

Managing Projects

• Click on a project to view its details, tasks, milestones, and finances
• Use the status dropdown to mark projects as Active, On Hold, or Completed
• Archive projects you no longer need to keep your workspace clean
• Filter and search projects to find what you need quickly

Project Details View

The project detail page shows everything related to a specific project:

• Overview tab: Project summary, progress, and key metrics
• Tasks tab: All tasks associated with this project
• Milestones tab: Key checkpoints and goals
• Finances tab: Budget, expenses, and revenue
• Activity tab: Recent changes and updates

Tasks & Kanban Boards

Break down your projects into actionable tasks and visualize your workflow with Kanban boards.

Creating Tasks

1. Click "New Task" from the Tasks view or Kanban board
2. Enter a task title and description
3. Assign it to a project
4. Set a due date and priority
5. Add tags for organization
6. Set the initial status (To Do, In Progress, Done)

Using the Kanban Board

The Kanban board provides a visual way to manage your workflow:

• Drag tasks between columns to update their status
• Customize columns to match your workflow
• Filter by project, priority, or tags
• Click on a task card to edit details
• Use color coding to identify projects at a glance

Finances

Track your business finances with comprehensive income and expense management.

Recording Transactions

1. Click "New Transaction"
2. Select type: Income or Expense
3. Enter the amount and date
4. Assign to a project (optional)
5. Add a description and category
6. Attach receipts or invoices as documents

Creating Invoices

• Navigate to the Invoices tab
• Click "New Invoice"
• Select a client and project
• Add line items with descriptions and amounts
• Set payment terms and due date
• Generate a PDF to send to clients

Financial Reports

View comprehensive financial reports:

• Income vs. Expenses over time
• Profitability by project
• Category breakdowns
• Outstanding invoices
• Export data for tax purposes

Customer CRM

Manage your customer relationships and keep track of all communications in one place.

Adding Contacts

1. Click "New Contact"
2. Enter contact information (name, email, phone)
3. Add company name and role
4. Include any notes or tags
5. Save to add to your database

Managing Customer Information

• View all projects associated with a contact
• Track communication history
• Log emails, calls, and meetings
• Set reminders for follow-ups
• Add custom fields for specific needs

Contact Detail View

The contact detail page provides a comprehensive view:

• Contact information and history
• Related projects and tasks
• Communication timeline
• Documents and files
• Activity log

Calendar

See all your tasks, milestones, deadlines, and reminders in one unified calendar view.

Calendar Views

• Month View: See the full month at a glance
• Week View: Focus on the current week
• Day View: Detailed view of a single day
• Agenda View: List view of upcoming items

Using the Calendar

• Click on any date to create a new task or event
• Drag and drop items to reschedule
• Color coding shows different projects
• Filter by project or item type
• Sync with external calendars (Google Calendar, Outlook)

Time Tracking

Track time spent on tasks and projects to understand where your time goes and optimize your workflow.

Starting a Timer

1. Click "Start Timer" from any task
2. Or use the timer widget in the Time Tracking view
3. Select the task you're working on
4. The timer runs in the background
5. Click "Stop" when done

Manual Time Entry

For times when you forget to start the timer:

1. Click "Add Time Entry"
2. Select the task and project
3. Enter start and end times
4. Add notes about what you worked on
5. Save the entry

Time Reports

• View time spent by project
• See daily, weekly, and monthly summaries
• Track billable vs. non-billable hours
• Export timesheets for invoicing
• Analyze time utilization

Metrics & Analytics

Track key performance indicators and make data-driven decisions about your business.

Creating Metrics

1. Click "New Metric"
2. Choose a metric type (Number, Currency, Percentage)
3. Set a name and description
4. Define the goal or target value
5. Assign to a project (optional)

Recording Data Points

• Click on any metric to add a new data point
• Enter the value and date
• Add notes about context
• View historical trends

Analytics Dashboard

The analytics view provides:

• Visual charts and graphs
• Trend analysis over time
• Goal progress tracking
• Comparison across projects
• Custom date ranges

Project Wiki

Build a knowledge base for your projects with full markdown support.

Creating Wiki Pages

1. Click "New Page"
2. Enter a page title
3. Assign to a project (optional)
4. Write content using the markdown editor
5. Add images and attachments
6. Save and publish

Markdown Features

• Headings, bold, italic, lists
• Code blocks with syntax highlighting
• Tables and blockquotes
• Links and images
• Task lists

Organizing Pages

• Create hierarchies with parent/child pages
• Use tags for cross-referencing
• Search across all pages
• Link between wiki pages
• Archive old pages

Notes

Capture ideas, meeting summaries, and project updates with rich formatting and AI assistance.

Creating Notes

1. Click "New Note"
2. Enter a title
3. Write your content in the rich text editor
4. Add tags for organization
5. Link to projects or tasks

AI-Powered Note Generation

Use AI to generate structured notes:

1. Click "Generate with AI"
2. Enter a brief description or bullet points
3. Select a tone (optional)
4. The AI will create a structured note
5. Edit and refine as needed

Organizing Notes

• Use tags to categorize notes
• Filter by project or tag
• Search across all notes
• Pin important notes to the top
• Archive old notes

Marketing Hub

Manage your marketing campaigns, social media, and content strategy from one central location.

Creating Campaigns

1. Click "New Campaign"
2. Enter campaign name and goals
3. Set budget and timeline
4. Define target metrics (impressions, clicks, conversions)
5. Save and start planning content

Social Media Management

• Plan and schedule social media posts
• Organize content by platform (Twitter, LinkedIn, etc.)
• Add hashtags and mentions
• Schedule posts for optimal times
• Track engagement metrics

Campaign Analytics

Track campaign performance:

• View impressions and reach
• Monitor click-through rates
• Track conversions and ROI
• Compare campaigns
• Export reports

Knowledge Graph

Visualize connections between all items in your workspace and search across all your data.

Understanding the Graph

The knowledge graph shows:

• Projects as central nodes
• Tasks, contacts, and documents connected to projects
• Relationships between items
• Color-coded by type

Using the Graph

• Click on nodes to see details
• Hover to see connections
• Zoom and pan to navigate
• Filter by project or type
• Use search to find specific items

Global Search

Search across everything:

• Projects, tasks, and milestones
• Contacts and communications
• Documents and files
• Wiki pages and notes
• Financial transactions

Reminders

Never forget important tasks or deadlines with customizable reminders and notifications.

Creating Reminders

1. Click "New Reminder"
2. Enter what you want to be reminded about
3. Set the date and time
4. Choose notification method (desktop, email)
5. Set as recurring if needed

Reminder Types

• One-time reminders for specific dates
• Recurring reminders (daily, weekly, monthly)
• Task-based reminders (when task is due)
• Milestone reminders
• Follow-up reminders for contacts

Managing Notifications

• Snooze reminders for later
• Mark as done to clear
• Edit or reschedule
• Configure notification preferences in Settings

Feedback Collection

Gather and organize customer feedback to improve your products and services.

Adding Feedback

1. Click "New Feedback"
2. Enter the feedback content
3. Select the source (customer, survey, support)
4. Assign to a product or project
5. Set priority and status
6. Tag for categorization

Organizing Feedback

• Filter by project, status, or priority
• Group by feature or category
• Link feedback to tasks
• Track which feedback has been addressed
• Search across all feedback

Feedback Analysis

• See most requested features
• Track feedback trends over time
• Identify common pain points
• Prioritize product improvements

Documents

Store and organize all your project-related documents in one secure location.

Uploading Documents

1. Click "Upload Document"
2. Select files from your computer
3. Assign to a project or contact
4. Add tags for organization
5. Enter a description (optional)

Document Management

• View, download, or preview documents
• Filter by type, project, or date
• Search by filename or content
• Link documents to tasks or wiki pages
• Track document versions

Supported File Types

Upload any file type including:

• Documents (PDF, Word, Excel, etc.)
• Images (JPG, PNG, GIF, etc.)
• Archives (ZIP, RAR, etc.)
• Code files
• Any other file format

Settings

Customize Seaso to match your preferences and workflow.

General Settings

• Set default project filter
• Configure date and time formats
• Set your timezone
• Choose default views for different sections

Appearance

• Choose from multiple themes (Default, GitHub, VS Code, Notion, Slack, Solarized)
• Switch between light and dark modes
• Enable high contrast mode
• Customize accent colors

Notifications

• Configure desktop notification preferences
• Set email notification settings
• Choose which events trigger notifications
• Set quiet hours

Data & Backup

• View database location
• Export your data
• Create backups
• Restore from backup