Knowledge Base

1. Create your account

Sign up with your email or Google account. You'll be redirected straight to your dashboard — no email verification step required.

2. Quick onboarding

A 4-step overlay shows you the essentials: quick capture, organization, keyboard shortcuts, and you're ready to go. Click through it or dismiss it — it won't come back once you close it.

3. Create your first client

Go to Clients in the sidebar and click New Client. Add their name, company, email, and phone — or just the name to start. You can also use voice input: click the mic icon and say something like "John Smith from Acme Corp email john@acme.com".

4. Create your first project

Go to Projects and click New Project. Every project belongs to a client. You can create a new client inline from the project form if you haven't added one yet. Set a priority, due date, and budget if applicable.

5. Add tasks

The fastest way: press N anywhere to open quick-add. Type a title, pick a project (or leave it as a standalone quick task), and hit Enter. Done.

1. Press N — Quick Add

Press N from any page to open the quick-add overlay. The title field is auto-focused — just start typing. Pick a project from the dropdown or leave it blank for a standalone task. Your last-used project is remembered automatically.

2. Cmd+K — Command Bar

Press Cmd+K (or Ctrl+K on Windows) to open the command bar. Type add task Design homepage to create a task instantly. You can also type add client John Smith to create a client. The command bar also doubles as a search — type anything to find projects, tasks, clients, or bookmarks.

3. Voice Input

Click the mic icon on any form (task, project, or client) and speak naturally. Pulse Pro understands phrases like "Design homepage high priority due next Friday" and extracts the title, priority, and date automatically. It also handles budget, email, phone, and company for projects and clients.

4. Telegram Bot Pro

Link your Telegram account in Settings, then send /add Buy new domain to create a task. You can also target a project: /add Acme Website: Buy new domain. See Integrations for all commands.

5. Email-to-Task Pro

In Settings, generate your unique email address. Forward any email to it and a task is created from the subject line. Add [Project Name] to the subject to assign it to a specific project. The email body becomes the task description.

6. Siri / API Pro

Generate an API token in Settings, then follow the step-by-step Apple Shortcuts guide to create a "Add Pulse Task" shortcut. Once set up, say "Hey Siri, Add Pulse Task" to create tasks hands-free from any Apple device. The guide walks through each tap — from creating the shortcut to connecting your voice input to the task title. Developers can also use POST /api/v1/tasks with a Bearer token from any automation tool.

Creating tasks

Every task has a title (required) and optional fields: description, notes, priority (high/medium/low), start date, due date, and project. Tasks without a project are called "quick tasks" — they appear in your task list with a "Quick task" label.

Editing and completing

Click any task to open its detail view. Edit the title, description, notes, priority, dates, or project. Click the checkbox to mark it complete — it flips to "done" status. Click again to reopen it.

Attachments

You can attach images and files to any task. Images display inline in the task detail view. Files store metadata (name, type, size) and are downloadable. You can also add inline comments for notes and updates.

Filtering and sorting

Filter tasks by status (all, pending, completed), priority (high, medium, low), project, date, or search text. Sort by due date, newest, oldest, name, project, client, or priority — both ascending and descending.

Views

List view: Default view with all your filters and sorts.
Kanban board: Three columns — To Do, In Progress, Done. Drag tasks between columns to update their status.
Calendar: Monthly grid showing tasks by their start or due date.

Free plan limits

Free accounts can create up to 50 tasks. When you hit the limit, you'll see an upgrade prompt. Pro and Team plans have unlimited tasks.

Creating projects

Every project belongs to a client. When creating a project, select an existing client or create one inline (toggle "New client" in the form). Set the name, description, status, priority, due date, and budget. You can also use voice input — say something like "Acme Website redesign high priority due March 15 budget 5000".

Status workflow

Projects have four statuses: Not Started, In Progress, On Hold, and Completed. Update the status as work progresses.

Health scores

Each project gets an automatic health score from 0 to 100. The score considers overdue tasks (-40 pts max), project staleness (-20 pts), deadline risk (-20 pts), and completion progress (+10 pts). Projects are labeled Healthy (70+), At Risk (40-69), or Critical (0-39).

Time tracking

Add time entries to any project — log hours, a description, and the date. Time entries show up in the project detail view.

Filtering and sorting

Search by name or description. Filter by status, priority, or client. Sort by newest, oldest, name, client, due date, priority, or status.

Deleting projects

Deleting a project also deletes all its tasks, images, time entries, and collaborator access records. Standalone quick tasks (not assigned to any project) are never affected.

Free plan limits

Free accounts can create up to 3 projects. Pro and Team plans have unlimited projects.

Managing clients

Create clients with a name, email, phone, company, logo (image upload), status (active/inactive), and notes. You can also create clients via voice input or from the Cmd+K command bar by typing add client [name].

Client list

Search clients by name, email, or company. Filter by status (all, active, inactive). Sort by name, company, newest, oldest, or project count. The sidebar shows a badge with your total client count.

Deleting clients

Deleting a client cascades to all their projects, and all tasks under those projects. This is permanent — make sure you want to remove everything before confirming.

Free plan limits

Free accounts can create 1 client. Pro and Team plans have unlimited clients.

Saving bookmarks

Bookmarks are a special type of task with a URL. Save any link and Pulse Pro categorizes it as YouTube, Twitter/X, or Website. Thumbnails are extracted automatically. You can add tags for organization and optionally assign a bookmark to a project.

Browsing bookmarks

Bookmarks have their own page in the sidebar. Filter by type, project, or search text. Sort by newest, oldest, title, or project. Bookmarks without a project show "Quick task" as their label.

Search

Bookmarks are included in the global Cmd+K search — search by title or URL to find any saved link.

Activity rings

Three concentric rings give you an instant visual pulse on your workload. The outer ring shows active projects vs. total, the middle ring shows tasks completed vs. total, and the inner ring shows tasks due this week. The center number is your due-this-week count. Below the rings you'll see tasks due this week, projects due this week, and overdue items grouped by project.

Project health

The health section shows all active projects with their health score and color-coded status. Completed projects appear separately (up to 3 shown).

Smart insights Pro

AI-powered insights surface what needs your attention: high-priority tasks due soon, stale projects (not updated in 10+ days), and other alerts. Color-coded red, amber, blue, and green. Insights are cached and refresh on demand.

Recent activity

See your most recently viewed projects, tasks, and bookmarks — the 8 most recent items sorted by last update.

Customization

Drag sections to reorder your dashboard layout. Hide sections you don't need. Your layout preferences are saved automatically and persist across sessions. Click "Reset layout" to go back to defaults.

Global search

Press Cmd+K and start typing. Pulse Pro searches across projects, tasks, clients, and bookmarks simultaneously. Results appear as you type (minimum 2 characters). Up to 5 results per category are shown, sorted by most recently updated.

Keyboard navigation

Use ↑ ↓ arrow keys to move between results. Press Enter to open the selected result. Press Esc to close the command bar.

Quick actions

When the search field is empty, the command bar shows quick actions: create a new task, project, or client, and navigation shortcuts to all main pages.

Creating invoices

Go to Invoices in the sidebar and click Create Invoice. Select a client (required) and optionally link a project. Set the due date, add line items with descriptions, quantities, and rates, and the totals calculate automatically. You can also set a tax rate percentage.

Importing time entries

If you select a project that has an hourly rate set, an "Import Time Entries" button appears. Click it to auto-populate line items from your tracked time entries — each entry becomes a line item with the hours as quantity and the project's hourly rate.

Business info

The "From" section lets you enter your business name, email, and address. This info is saved to your browser and auto-fills on future invoices so you only enter it once.

Invoice lifecycle

Invoices have four statuses: Draft (editable, not yet sent), Sent (emailed to client), Paid (marked as received), and Overdue (past due date). You can edit or delete draft invoices. Once sent, you can resend, mark as paid, or copy the share link.

Sending invoices

Click "Send Invoice" to email the invoice directly to your client. The email includes the invoice number, amount due, due date, and a "View Invoice" button that links to a professional, print-ready public page. The client does not need an account to view it.

Share link

Every invoice gets a unique shareable URL. Copy it with the "Copy Share Link" button and send it via any channel. The public page is clean, professional, and optimized for printing. Paid invoices show a "PAID" watermark.

Filtering and sorting

Filter invoices by status (draft, sent, paid, overdue) or client. Search by invoice number or client name. Sort by date, amount, or number.

Who is this for?

Collaboration is for internal teams — people who work together and all have Pulse Pro accounts. For example, an agency owner sharing projects with their designers, copywriters, and project managers. This is not for sharing with external clients — clients receive invoice share links instead (see Invoicing).

How to add team members

Open any project and click the Team tab. Click Add team member, pick someone from the dropdown, choose their role, and click Add. The dropdown shows people in your organization — everyone must have a Pulse Pro account first.

Roles explained

Viewer — Can see the project, tasks, and Kanban board but cannot change anything. Good for people who need visibility without editing, like a junior team member reviewing work.
Editor — Can create tasks, mark them complete, add notes, and upload files. Cannot invite or remove people. Good for contractors or team members doing the work.
Manager — Everything an Editor can do, plus they can add and remove Viewers and Editors. Good for a project manager who runs the day-to-day.
Owner — The person who created the project. Full control — can do everything including deleting the project and managing Managers. Cannot be changed.

What team members see

Shared projects show up in their project list, task list, calendar, dashboard, and search — just like their own projects. They can tell shared projects apart because they didn't create them.

Removing access

Owners and Managers can remove any team member by clicking the X next to their name in the Team tab. Access is revoked immediately — the project disappears from their workspace.

Collaborator limits

Free plan: No collaboration — upgrade to share projects.
Pro plan ($12/mo): Up to 3 team members per project.
Team plan ($29/mo): Up to 10 team members per project.

Telegram Bot

Link your Telegram account in Settings > Telegram. You'll get a verification code to send to the bot. Once linked, use these commands:

• /tasks — List all pending tasks
• /today — Show tasks due today
• /overdue — Show overdue tasks
• /bookmarks — List saved bookmarks
• /done 3 — Mark task #3 as complete
• /add Buy domain — Create a task
• /add Acme: Buy domain — Create a task under a project
• /help — Show all commands

You can also enable daily reminders — the bot sends you overdue and due-today counts each morning.

Email-to-Task

In Settings > Email, generate your unique email address. Forward any email to it and a task is created from the subject line. The email body (cleaned of HTML) becomes the task description (max 2,000 characters).

To assign to a project, include [Project Name] in the subject — for example: [Acme Website] Update contact page.

You can regenerate your email address at any time — the old address stops working immediately.

REST API

In Settings > API, generate a Bearer token. Use it to create and list tasks programmatically:

• POST /api/v1/tasks — Create a task (fields: title, project, priority, dueDate, description)
• GET /api/v1/tasks — List tasks (params: status, limit)

A curl example and Apple Shortcuts setup guide are provided in the settings card. Tokens are hashed before storage — only the first 8 characters are shown after creation. You can revoke or regenerate your token at any time.

Daily Reminders

Pro users receive a daily email summary with overdue and due-today tasks, color-coded by priority. If you've linked Telegram and enabled reminders, you'll also get a Telegram message each morning.

Free plan

3 projects, 50 tasks, 1 client. No collaborators, no integrations. Full access to task management, Kanban board, calendar, search, and dashboard.

Pro plan — $12/mo

Unlimited projects, tasks, and clients. Up to 3 collaborators per project. All integrations (Telegram, email-to-task, API, Siri). AI-powered insights. Daily email reminders. No per-seat fees.

Team plan — $29/mo

Everything in Pro, plus up to 10 collaborators per project. Flat rate — no per-seat pricing.

Upgrading

When you hit a free plan limit, you'll see an upgrade prompt that links directly to checkout. You can also upgrade from Settings > Billing. Checkout is handled securely by Polar.

Managing your subscription

In Settings > Billing, you'll see your current plan, usage bars (projects, tasks, clients), and period end date. Click "Manage subscription" to open the Polar billing portal where you can update payment methods or cancel.

Usage bars turn amber when you hit 80% of any limit.

Cancellation

Cancel anytime from the Polar portal. Your Pro features remain active until the end of your billing period. After that, your plan reverts to Free and limits are re-enforced — but your existing data is never deleted. You can re-subscribe at any time to restore Pro features instantly.