Running OrbitalNote as a service, Task Management

OrbitalNote Agency Implementation, Task Delivery at Scale

Learn how to build a productized task management service using OrbitalNote's calendar and agenda views to deliver multi-project tracking for clients. This course covers setting up client Org folders, automating task aggregation across projects, and creating recurring delivery workflows that save 5+ hours per week per client.

Open the decision record for OrbitalNote

What does running OrbitalNote for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
Vendor software cost: open-source, no published tier price. Agency setup labor and any folder-sync tooling costs must be supplied by the agency; total investment 'Not modeled' from supplied data.
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Is OrbitalNote worth running as a client service?

OrbitalNote is a free, open-source desktop Org editor with a calendar and agenda, which supports a low-complexity managed service for clients already using Org mode. Client price, labor, overhead, and volume are not supplied, so agency ROI cannot be modeled from this data.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • OrbitalNote desktop preview (open-source, GPLv3)
  • Local folder of .org files with headings, tags, SCHEDULED and DEADLINE entries
  • Emacs access for users who need full Org agenda features
  • Git or GitHub for versioning client Org folders
  • A folder-sync tool the agency manages across team devices

People and inputs

  • Documentation of OrbitalNote calendar views (day, week, month, year)
  • Reference for cross-file agenda filters (file, tag, state, planning type)
  • Guide to date-picker task creation and split-pane editing
  • Note on macOS ad-hoc signing and unsigned Windows builds

Included with the course

6 working documents for delivering this service.

  • Client Org Folder Setup Checklistchecklist
  • Multi-Project Agenda Configuration Templatetemplate
  • Weekly Task Delivery SOPsop
  • OrbitalNote Retainer Pricing Worksheetworksheet
  • Calendar View Customization Guideguide
  • Client Handoff Documentation Templatetemplate

Listed by name. These documents are not yet published as individual downloads.