I built SwitchDesk for a small team on a lot of calls.
Share one category, add a call’s follow-ups in one click, and hand them out. The rest of your list stays yours. It’s new, so here’s the changelog instead of logos.
For small teams
Task management for small teams that run on calls
Share a category with your team, add a call’s action items in one click, assign them, and see teammates’ shared to-dos side by side.
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Before and after
What a three-person team stops doing.
- Without it: Action items lost after the callWith SwitchDesk: Added in one click, then assigned to Maya
- Without it: “What’s everyone on?” standupsWith SwitchDesk: Teammate columns, side by side
- Without it: Meetings to show a screenWith SwitchDesk: Maya sends a 3-minute video
- Without it: Teammates seeing Theo’s dentist appointmentWith SwitchDesk: Personal categories stay private
Sam’s list in the Apricot theme: his Fernhill, Maya Chen’s shared Fernhill, and his own Family category.
Shown in the Apricot theme
Sam’s list with Maya Chen’s shared Fernhill beside his own; Family stays his.Fernhill’s week
Wednesday’s kickoff to Friday’s standup, at Fernhill.
Sam, Maya Chen and Daniel Ortiz share the Fernhill category. The rest stays theirs.
Wed 2:30 PM
2:30PM
Wednesday
The Lumora kickoff ends with four suggested to-dos.
“Generating to-do items…” runs for a moment, then the popup lists four follow-ups from the call. Nobody is assigned yet.
“Suggest to-dos after a meeting” and “How much to suggest” are in Settings → Meetings.
Wednesday, 2:30 PM: the end-of-call popup for the Lumora kickoff with four suggested to-dos.SwitchDesk’s end-of-call popup for “Lumora kickoff”: 4 suggested to-dos — Send Lumora the revised proposal, Set up the pilot workspace, Share the pilot pricing with Lumora, Book a pilot check-in with Joe — each with an Add button, plus Not now and Add all.
4 suggested todos
Wed 2:31 PM
2:31PM
→ Lands in your to-do list
“Add all”, then the workspace goes to Maya.
The four follow-ups land under Fernhill, which the team shares. Open “Set up the pilot workspace”, find “Assign to teammate” and pick Maya Chen from “Choose…”.
Plan: Both plans
Assigning is a team tool, in both plans. The pointer: animation added for this page.
Wednesday, 2:31 PM: Sam’s list with the four kickoff to-dos under Fernhill; the details for “Set up the pilot workspace” are open, with the Assign to teammate menu showing Maya Chen.UrgentBlocked
1.Set up the pilot workspaceFernhill
Set up the pilot workspaceFernhill
Sam’s list with the four kickoff to-dos under Fernhill; the detail panel for “Set up the pilot workspace” is open with the assign menu.
Thu 10:05 AM
10:05AM
Thursday
Your team’s shared to-dos, side by side.
Switch on “Show Team Side by Side” and Maya’s and Daniel’s shared to-dos sit next to yours. Right-click a backlog row and choose “Take & Assign to Me”.
You see the categories a teammate shares, nothing else.
Thursday, 10:05 AM: teammate columns for you, Daniel Ortiz and Maya Chen.
The to-do window side by side: your list on the left, then Daniel Ortiz and Maya Chen's shared to-dos in their own read-only columns. A backlog item in a teammate's column can be taken with “Take & Assign to Me”.
Fri 4:40 PM
4:40PM
Friday
Recap drafts the week for standup.
Recap lists what you did from your calls, dictations and to-dos. Confirm the ones it isn’t sure about, then press “Copy for standup”.
Plan: Pro
Recap is part of Pro.
Friday, 4:40 PM: Recap for this week, with what you definitely did, the ones it isn’t sure about, and the Copy for standup button.
Definitely did
Fernhill
•Ran the Lumora kickoff — a 12-seat pilot for the support team, starting next month
•Held the weekly team sync with Maya and Daniel
•Replied to Daniel about the Q4 hiring plan
•Recorded the Lumora pilot walkthrough
Family
•Booked Theo's dentist appointment
Pottery Shop
•Listed the new glaze mugs
You confirmed
Might have done
Not sure about these — did you?
Asked Joe for the support team's headcount numbers
Shared onboarding feedback with Daniel
On your list
Send Joe the security questionnaireAdded
Added
The tools
The three tools a small team shares
- TeamsShare Fernhill, keep Personal. Assign a to-do, or take one from a teammate’s backlog.How sharing works →
- Meeting NotesCalls end with suggested to-dos. One click adds them to Fernhill, where the team sees them.Explore Meeting Notes →
- Create VideoShow the new onboarding flow in a video instead of booking a meeting.Explore Create Video →
The record
What a team pays, and what shipped lately.
Team tools (shared categories, side-by-side columns, assign & take, roles) are in both plans: Essential at $12/mo per person billed yearly, Pro at $18/mo. Each person subscribes on their own for now.
Shipped recently
- SwitchDesk 1.0.3 (build 265)Meeting Automations activity now shows your five latest sends, with paging for the rest.
- SwitchDesk 1.0.3 (build 264)Ask for an email and get two or three drafts to choose from.
- SwitchDesk 1.0.3 (build 263)Voice commands fold away in Settings until you want them.
Team questions
More in Help →Can teammates see my other categories?
No. They see the categories you share and nothing else. In
Settings → Teams: “Categories you toggle on are visible to teammates. Untoggled categories stay private.”Can I share Today?
No. Today and This Week can’t be shared, but a to-do from a shared category stays visible to that team after you pull it into Today or This Week.
Who can share categories?
Team owners and admins.
What happens when someone leaves?
In the app’s words: “You’ll lose access to other members’ to-dos. Your own to-dos stay with you.” Their categories stop being shared.
Do teammates need Macs?
Yes, for now. The iPhone app, which covers the list, is coming soon to the App Store.