Features / Projects & Tasks
Projects & Tasks · from the Team planPlan the work, assign it, and see what is late
Organise work into projects with milestones, tasks, subtasks and checklists. Switch between list, kanban board, calendar and timeline views, assign owners and due dates, discuss in comments and attach files — all linked to the customer you are doing the work for.
The problem
- Work assigned verbally and forgotten
- No single view of what is due this week
- Recurring work that slips
- Starting every project from a blank page
How it connects
- Accepted quotations can create projects
- Forms can create tasks
- Overdue tasks can notify assignees automatically
What you can do
Four views
List, kanban, calendar and timeline (Gantt-style) views of the same tasks.
Tasks that carry context
Priorities, assignees, due dates, subtasks, checklists, comments and attachments.
Milestones & progress
Group tasks into milestones; progress updates as tasks complete.
Recurring tasks
Daily, weekly, monthly or yearly tasks that recreate themselves when completed.
Project templates
Start new projects from your own templates with tasks scheduled automatically.
Team activity
See who changed what and when.
Questions
Can clients see project progress?
Yes, if you mark a project as visible in the client portal. Clients see the project status and progress, not your internal comments.
Try every feature free for 7 days
No card needed. Your workspace is ready in under a minute, with sample stages, lists and templates for your type of business.