Operations
Projects & tasks
Run your projects end to end: tasks, deadlines, budget, profitability and invoicing.
Who it’s forProject managers and their teams; management for the project portfolio.
What you do with Projects & tasks
- Organize tasks as a board, list, Gantt chart or calendar, with dependencies and milestones
- Detail every task: owners, due date, subtasks, attachments and @mentions
- Start a project from a template, or duplicate it to a new date
- Track budget, time spent, expenses and margin, with an alert at your budget threshold
- Invoice time spent, a milestone or a deposit as a draft invoice to review
- Choose what your client sees: milestones, tasks and files shared on their portal
With the other apps
What Projects & tasks shares with its neighbors, with nothing typed twice.
- TimesheetsApproved time feeds the budget, and you can log time straight from a task
- InvoicingRequests become draft invoices, and the project’s invoiced total stays up to date
- Customer portalYour client follows progress, milestones and the files you share
- ChatA private channel for the project team, opened in one click
Not to be confused with
CRM activity or Projects task?
A call, email or meeting with a customer: a CRM activity. Work to deliver within a project: a task in Projects & tasks.
Projects & tasks, Field service or Customer service?
Work spanning several tasks and weeks: Projects & tasks. A visit to the customer’s site: Field service. A request to handle: Customer service.
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Projects & tasks for free.
With the Discovery plan, Projects & tasks can be your free app, for up to 3 users. The other apps stay one click away.
