Daily Operations

The Home page is your daily starting point in Peasy. It gives you a quick overview of what needs attention and a place to ask Peasy a question.

The Inbox collects incoming items that need your attention — emails, uploaded documents, vendor bills, and customer orders that haven't been processed yet. Think of it as your to-process queue.

Tasks and Notes help you track your to-do list right inside Peasy. Create tasks with due dates, add notes for your team, and stay organized without leaving the app.

The command palette is Peasy's universal search bar. Press Cmd+K (or Ctrl+K on Windows) to open it from anywhere in the app. It's the fastest way to find items, navigate pages, and take quick actions.

To-Dos bring together the work that needs your attention across Peasy. Instead of checking every page, open To-Dos to see tasks, notes, low-stock items, production needs, pending inbound items, count reminders, and integration issues in one place.