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Projects

Projects Features

Everything Projects does, in depth — the day-to-day tools your team will actually use.

Everything Projects needs to run day to day

Task & board management

Organize work into boards, lists, or timelines depending on how your team works.

Kanban board with tasks across To do, In progress, and Done columns and a timeline preview

Timeline & milestones

Plan delivery milestones and track progress against deadlines.

Gantt-style timeline with project phases across eight weeks and a milestone list

Workload views

See what each team member is working on and where capacity is tight.

Team workload view showing each person's capacity percentage with a suggested task rebalance

Client & deal linking

Connect projects directly to the CRM account or deal that created them.

A delivery project linked to its originating CRM deal and account, with other projects for that account listed

Reporting

Track delivery metrics like on-time completion and team throughput.

Delivery reporting dashboard with on-time completion trend and throughput by project

Ready to bring Projects into your business?

Start free today, or talk to our team about rolling out the full Business Suite.

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