Plan, track, and deliver work on time.
Projects overview
Delivery work, connected to the deals that started it.
Boards, lists, and timelines
Plan the way your team works — Kanban, Gantt, or a simple list — all on the same project.
Time and workload, visible
See who is overloaded before a deadline slips, and log hours against the real tasks they belong to.
Won deals become projects
A closed-won deal in CRM spins up a delivery project with the scope and client already attached.
Deliver on time — Triostack Projects
From kickoff to handover, every project on one board.
Triostack Projects gives teams boards, timelines, and workload views for planning and tracking work — and because it's connected to CRM, closed deals can flow straight into a delivery project without re-entering data.
🔥 We have 40,000+ projects delivered on Triostack Projects.
Works with
Key benefits
Why teams choose Projects
Full delivery visibility
See project status, timelines, and workload across every active engagement.
Sales-to-delivery handoff
Turn closed-won CRM deals into projects without duplicate data entry.
Balanced workload
See team capacity clearly so work gets assigned realistically.
Features
Everything Projects needs to run day to day
Task & board management
Organize work into boards, lists, or timelines depending on how your team works.
Timeline & milestones
Plan delivery milestones and track progress against deadlines.
Workload views
See what each team member is working on and where capacity is tight.
Client & deal linking
Connect projects directly to the CRM account or deal that created them.
Reporting
Track delivery metrics like on-time completion and team throughput.
Use cases
How teams use Projects
Client delivery projects
Turn closed CRM deals into structured delivery projects instantly.
Internal initiatives
Plan and track cross-functional internal projects with clear ownership.
Resource planning
Balance workload across teams using a shared capacity view.
Connected by default
Projects works with the rest of TriostackOne
Because every app runs on the same platform, data moves between them without manual exports.
Built for these industries
Recommended for
Security
Projects runs on the same secure platform as every Triostack app.
Identity & access
Single sign-on shared across the whole platform.
Role-based permissions
Control exactly who can see and edit data in Projects.
Data protection
Data is protected in transit and at rest.
Customer voice
Teams running on Projects
“Moving our sales and delivery teams onto one platform cut out a lot of the manual handoff work between CRM and project tracking.”
Ready to bring Projects into your business?
Start free today, or talk to our team about rolling out the full Business Suite.