For CEOs and business owners
Board meeting in twelve days. Three priorities slipping.
In Plexii, the board update gets one desk.
The problem
Before a board meeting the updates are in your inbox, the numbers in a spreadsheet and your report somewhere else. Every interruption from the business sends you back to the start of the report.
In the video: “Board meeting in twelve days. Updates in your inbox, the numbers in a spreadsheet, your report somewhere else.”
How PlexiDesk handles it
In PlexiDesk, the board update gets one desk. A desk is one canvas for one piece of work, and the video tours three of its widgets:
The board's questions
In the video: “What the board will ask, and your answer.”
A Markdown widget lists what the board will ask and your answers, and can be copied out as Markdown or exported as a PDF.
Every priority
In the video: “Every priority, who owns it, what's slipping.”
A Table widget tracks every priority, who owns it and what is slipping.
Your report
In the video: “Your report, drafted on the same desk.”
A Page widget is where the report is drafted, next to the priorities and answers it draws on.
When something else comes up
In the video: “Then finance rings about cash. Switch desks, nothing to rebuild. The board update waits where you left it.”
The other job gets a desk of its own, so switching does not mean packing anything away. In the video, “Quarterly board update” stays exactly as it was while “Cash and key hires” is open. Open desks sit side by side as tabs in the open items strip, a click apart, and Resume writes a short note on where a desk stands for when you come back to it.
The board on one desk. Cash on another.
Try it
Try a small business owner deskThe interactive demo builds a ready-made desk for this kind of work in your browser. Nothing to install.
Or set up the desk yourself from a template: each one lists the widgets it needs and how to set it up in PlexiDesk.
- Desk template
Board pack desk: agenda, papers and actions assembled on time
Track every board paper by owner and due date, keep the timed agenda, the management report and the financials together, and carry the last meeting's actions forward.
- Desk template
Business expansion plan desk: the numbers, the sites and the next steps
A desk for deciding on a second location, a new service or bigger premises: the case made from your own sales table and chart, candidate sites on maps, fit-out costs in a spreadsheet and the people you need.
Related reading
- Blog
How to keep track of everything you've promised people
Promises slip when they stay where they were made. Capture each one, link it to its source and keep one queue you check every day.
- Blog
The real cost of context switching, and how to switch less
Switching between tasks costs time and the thread you were holding. What the research says, and practical ways to switch less and recover faster.
Transcript
Board meeting in twelve days. Updates in your inbox, the numbers in a spreadsheet, your report somewhere else. In Plexii, the board update gets one desk. What the board will ask, and your answer. Every priority, who owns it, what's slipping. Your report, drafted on the same desk. Then finance rings about cash. Switch desks, nothing to rebuild. The board update waits where you left it. The board on one desk. Cash on another.
Real app footage of a demo desk with sample data. The illustrations and the voice are AI-generated.