Always organised
Lists and boards keep every phase of the project tidy and visible.
Deliver client projects without the chaos
Plan the work with task lists and boards, assign it to the right people and keep everyone focused on what is due. Every project stays connected to its client.
Task lists
Kanban boards
Subtasks
My tasks
Plan it, assign it, ship it
Each project belongs to a client and has its own budget, dates and status. Break the work into lists and tasks, then track progress on a list or a board.
- List and Kanban views per project
- Assignees, priorities and due dates
- Subtasks as a simple checklist
- Comments on every task
Included in every workspace
A simple rhythm for every project
-
1
Set up the project
Create the project from the client page with its dates, budget and description, or let a won lead create it for you.
-
2
Plan the work
Add task lists for each phase, then tasks with assignees, priorities, due dates and checklists.
-
3
Deliver and close
Move tasks across the board, discuss in comments and complete the project with the full history kept.
Everyone knows what to do today
My tasks gathers everything assigned to you across every project and groups it into overdue, today and upcoming, so the day starts with clarity rather than a search.
- views for every project
- 2 views for every project
- priority levels
- 3 priority levels
- My tasks groups
- 3 My tasks groups
- client behind every project
- 1 client behind every project
Boards and lists, your choice
Some people think in columns, others in lists. Every project offers both, showing the same tasks in the view that suits the moment.
- Drag and drop Kanban
- Clean list view
- Filter by assignee
- Due dates on every card
Conversations attached to the work
Comments and checklists live on the task itself, so decisions are recorded where the work happens and never lost in a chat thread.
- Comments on tasks
- Subtask checklists
- Notifications when assigned
- History kept on completion
Always informed
People are notified when work is assigned to them, in the app and by email.
Always connected
Projects sit under their client alongside proposals, invoices and notes.
Frequently asked questions
Can't find what you need? Talk to us and we'll reply within one working day.
Yes. The My tasks page lists everything assigned to you, grouped into overdue, today and upcoming.
Projects belong to a client, which keeps the work, the money and the conversations connected.
Yes. Each task has a checklist for subtasks, plus comments for discussion.
Works hand in hand with
Leads pipeline
A visual pipeline from first enquiry to signed deal, with one click to turn a win into a client.
Learn moreClients and contacts
One page per client with contacts, projects, proposals, invoices, notes and a full activity timeline.
Learn moreProposals
Templates with pricing tables, online acceptance and one click conversion into an invoice.
Learn more
Bring your client work into one flow
Set up your workspace in a couple of minutes. Add your logo and currency, then send your first proposal today.
