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aiKit Hub: projects, boards and clients in one calm place

aiKit Hub is where you run your work with your team and your clients. Each project has a Message Board, To-dos & Boards, a Schedule, Docs & Files, Campfire chat, Check-ins, Doors and a list of the aiKit work tied to it. Any to-do list can be shown as a list, a board with columns, a table, a calendar, a timeline or a dashboard. Clients you invite see only what you switch to “Clients see this”, and your quotes, proofs, print jobs, bookings and website requests can live on the cards they belong to. It's free for up to 3 team members, 3 client or guest seats, 3 projects and 1 GB of files, and bigger plans raise every limit.

Open the Hub →
1

Where to find it

Open the Tool catalog in the sidebar and choose aiKit Hub, or go straight to aikit.ai/tools/hub. Pin it to your dock to keep it one tap away. Hub results also show up in the search box at the top of every aiKit page.

Across the top of the Hub: Home, My Day, Hey!, Pings, Activity, Calendar, Lineup, Reports, People and Settings, a search box (press / to jump to it), Capture, and New project. Every page, filter and open record has its own address, so you can bookmark it, share it with someone on the project, or open it in a new tab.

2

Starting a project

Press New project. Give it a name and a one-line description, then start blank or from a template: Print job, Website build, New client onboarding, Event, Marketing campaign or Hiring. Templates come with their lists, columns and first to-dos, with due dates counted from today. On a paid plan you can also save any project as your own template (Project settings → Template).

To work with a customer, pick them in Client (your aiKit clients) or tick Work with a client on this project. A brand-new Hub shows three ways to start on its Home page: blank, a template, or an import from another app.

3

Home and the project page

Home lists your projects as cards. Each card shows its color, client, the people on it, and three counts you can press: overdue to-dos, the ones assigned to you, and everything open. The chips above the cards show Active, I'm on, With clients, Templates and Archived. On the right: My Day (what's due) and your Inbox. Owners also see a strip with the plan's projects, people and storage; pressing it opens Settings.

A project's page shows one card per tool with what's new inside, the latest activity, and (for your team) two AI helpers: Summarize this week and What's at risk. The star bookmarks the project; the people button shows who's on it; the gear opens its settings. In client projects your team also gets Preview as client, which shows the project exactly as your client sees it.

4

To-dos & Boards: one list, six views

Make a list, then look at it any way you like with the buttons above it: List, Board, Table, Calendar, Timeline and Dashboard. The view you pick is remembered for the list. Board shows columns you name (To do, Doing, Done by default); drag cards between them, or use the Move to menu on any card if you prefer the keyboard. A card in the done column counts as checked off, and checking a to-do off moves it to that column.

Open any to-do to set who it's assigned to, start and due dates, a repeat (every day, weekday, week, two weeks, month, three months or year; checking it off makes the next one), labels, custom fields, steps (each with its own person and date), and Waiting on (other to-dos that must be done first). Add files, make a picture the card's cover, vote (when voting is on for the list), log time, ask for an approval, watch it, bookmark it, or save it as a card template. Comments with @mentions sit underneath.

Paste several lines into the Add box to add several to-dos at once. The filter menu and the counts show Assigned to me, Overdue, Due in 7 days, No due date, Nobody assigned, On hold, Done, a person or a label; a blue bar says what's showing with a Show all link. List settings let you rename, recolor and reorder columns, set labels and custom fields (text, number, date, dropdown, checkbox), and turn on card aging (untouched cards fade) and voting. Track on the Hill Chart puts the list on the project's hill.

5

Rules and buttons

Rules do the busywork, written in plain English. Pick when (a card moves to a column, a to-do is checked off, a to-do is added, its quote is accepted, its proof is approved, or its proof gets change requests) and then one or more steps: move it, check it off, assign someone, add a label, notify the people on it, everyone watching it or the client, set the due date a number of days out, or show it to the client. The rule reads back to you as a sentence before you save it. Rules never set off other rules, so nothing loops, and there's no monthly limit on how often they run.

Buttons are the same steps on demand: name one (for example Ready for pickup) and it shows in every card's panel on that list.

6

Messages, Campfire, Pings and Check-ins

The Message Board is for announcements, ideas and updates. Give a message a title and an optional category, pick who to notify, keep it team-only or share it with the client, and post it or save it as a draft only you can see. Messages keep their version history. Turn into to-dos reads a message and suggests to-dos you pick from before anything is added.

Campfire is the project's group chat; new lines appear every few seconds while it's open. Clients can use it only if you switch that on in the project's settings. Pings are private conversations with one person or a few, outside any project.

Check-ins ask a question on a schedule (every day, every weekday, once a week on a day you pick, or once a month). The people asked get a reminder in Hey! on the day, answers line up by date, Waiting on shows who hasn't answered, and Draft a recap sums up the answers into a post you can share.

7

Schedule, Calendar, Lineup and the Hill Chart

A project's Schedule shows events (one-time, or repeating every week, month or year), every open to-do's due date, and, when a website is linked, its bookings. Switch between Month and Agenda. Add to my calendar gives a private link for Google, Apple or Outlook calendars; anyone with the link sees the project's events and due dates, so share it only with your team.

Calendar (top of the Hub) shows every project together, colored by project. Lineup puts every project on one timeline from its start to its end date, with a today line and its open and overdue counts. The Hill Chart shows the lists you track as dots on a hill: uphill while you're figuring it out, downhill while you're making it happen. Drag a dot, or press Tab to reach it and use the arrow keys.

8

Docs & Files

Make folders, write docs (every save keeps the old version; History lets you look back and restore), add links to Google Docs or anything online, and upload files by dragging them onto the page or pressing Upload files. Uploading a file with the same item again (Upload a new version) keeps the older versions. Pictures show as thumbnails; PDFs and pictures open in a new tab.

Files count toward your plan's storage. A file goes to the trash when you delete it, and its space frees up when the trash empties after 30 days. Programs and web pages (like .exe or .html) aren't accepted; zip them first.

9

Working with clients

In a client project, everything starts team-only. Use the Clients see this / Team only switch on a list, a to-do, a message, an event, a doc, a folder or a door to share it. A client sees an item only if it and everything above it are shared (a shared to-do on a team-only list stays hidden), and they never see check-ins, time, emailed-in messages, print jobs or other internal links.

Inside a shared thread your team can still add a Team-only note; your client never sees it, its files, or that it exists. Clients can comment, post messages, add files, answer approvals, vote, and check off to-dos assigned to them. Approvals work on any message, to-do, doc or file: pick who should approve, and each person answers Approve or Request changes with a note.

Preview as client (in the project's header) shows you exactly what your client sees, so you can check before you share.

10

People, roles and seats

Everyone in a Hub signs in with their own aiKit account. Roles: Owner (everything, including the plan), Admin (everything except the plan), Team member (the projects they're on, and can start new ones), Guest (an outside helper who sees team work only on the projects they're added to), and Client (sees only what you share, on client projects they're on). Owners, admins and team members use team seats; guests and clients use client seats, which are more generous.

Invite someone from People or from a project's People section: enter their email, name and role, pick projects, then press Make invite link (copy it and send it yourself) or Email the invite. The link works once and lasts 60 days. If a project is tied to an aiKit client, Add the people who work on that client adds them in one step with the same roles they have in aiKit. When a plan's seats are full, the Hub says so and names the plan that includes more.

11

My Day, Inbox, Hey! and reminders

My Day lists everything assigned to you across every project: Overdue, Today, Next 7 days, Later and No due date, each with a checkbox. Capture (or press c) jots a to-do into your Inbox by typing, using the microphone, or taking a photo (the photo becomes the card's cover); Move to a project files it into a list with its notes and photo.

Hey! collects mentions, assignments, pings, comments on what you watch, approvals, check-in reminders, rule notices and due-date reminders (the day before, the day of, and once overdue; they're added when you open the Hub). The same items reach the aiKit bell, and email follows your choices in Settings → Notifications: right away, a daily summary, or off.

12

aiKit work on your cards

Link aiKit work ties a quote, proof, print job, booking, website request, site change request, graphic, blog or product copy, review or website to a to-do or to the project. The link shows the record's live status (for example Sent, Accepted, Waiting on approval, Changes requested) and opens the record in its own tool. Create a quote on any card starts a Quote Studio quote for the project's client and links it.

When a linked quote is accepted or a proof is approved or gets change requests, the card's watchers are told and the list's rules run; under aiKit work you can also choose a column the card moves to when its quote is accepted. Link an aiKit website in the project's settings to turn its new requests (quote and contact forms, bookings) and site change requests into to-dos in a list you pick, and to show its bookings on the Schedule. Clients see only quotes and proofs you share, with a link to their own quote or proof page.

13

Import from Basecamp, Trello and others

Import (on Home, or Settings) brings work over from Trello (the board's JSON export), Asana, ClickUp, Monday.com, Notion and Jira (their CSV exports), any spreadsheet (you match the columns), and Basecamp. Each source shows its export steps. Nothing is added until you've seen the preview: how many projects, to-dos, comments and people, and any warnings.

Then choose which projects to bring and rename them, match each person to someone in the Hub, add them as an invite (they're never emailed by the import), or leave their work unassigned, and decide about finished to-dos and files (with a size to skip). It runs in the background with a progress bar, then shows what came over and what didn't and why. Undo this import removes everything it added.

Connect Basecamp, Trello or Asana reads your account directly once those connections are switched on: you approve on their own page, aiKit never sees your password, and the access is deleted when the import ends. Until then, the file exports work.

14

Plan & storage, fair use, and the trash

Settings → Plan & storage shows your plan's limits beside what you use: team seats, client and guest seats, projects, storage, downloads this month and AI helper runs, plus your biggest files. Free: 3 team members, 3 clients or guests, 3 projects, 1 GB, files up to 25 MB. The $28.88 plan: 10, 25, 15 projects, 25 GB, 100 MB files. $48.88: 25, 75, 50 projects, 75 GB. $88.88: 50, 200, no project limit, 150 GB. $148.88: 100, 300, 250 GB. $248.88: 150, 500, 400 GB. Storage add-ons: +50 GB for $8.88, +150 GB for $18.88 or +500 GB for $48.88 a month; when an add-on would cost more than moving up one plan, the screen says so and recommends the plan. Free is truly free, with no card. Nothing is ever charged automatically: at 80% of a limit you get a heads-up, and at 100% of storage only new uploads pause while everything else keeps working, with Upgrade plan offered first and Add storage second. Online checkout isn't here yet, so Ask for this sends your request to the aiKit team.

Fair use keeps things fast for everyone: deleted things stay in the trash 30 days, files keep their last 20 versions, and there are daily ceilings on chat lines, new items, invites and imports that normal work never reaches. Downloads have a monthly allowance of about twice your storage; past it, downloads pause until the 1st and everything else keeps working. The AI helpers use your plan's AI credits (AI credits = your monthly AI allowance; 1 credit ≈ one small AI action; a Hub helper run uses a small part of one) and only read what you can see.

15

Keyboard shortcuts, phones, and offline

Press ? for the list: / search, c capture, n new (a project on Home, a to-do in a list), g then h Home, g then m My Day, g then p Pings, g then a Activity, g then c Calendar, Esc closes a panel.

The Hub works on phones: boards scroll sideways, panels open full screen, and the month view turns into an agenda. If your connection drops, it shows the last copy it loaded and says you're offline.

Next guide Starting a project — the first screen, the stage tracker, and Chat vs. Form mode

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