TASKS AND PROJECTS, ORGANIZED YOUR WAY
Projects and tasks — visible the way that suits you.
Add projects and break the work into tasks. Follow progress on a Kanban board, a timeline or a list — whichever works for your team.
- Three views of the work
- Filters by owner and project
- Tasks tied to clients and suppliers
Everything you need. In one workflow.
Projects and tasks
Create a project and break the work into tasks with a clear outcome.
Three views of the work
A board, a timeline and a list — the same tasks, seen three ways.
Your own columns
Rename, colour and reorder the board's columns, add your own and cap the open tasks in each.
Filters and grouping
Filter by owner and project, search the tasks and group them by column, priority or due date.
Tasks tied to parties
Attach a task to a client, a supplier, a quote or an invoice — you see it on their record too.
Tasks from the documents themselves
An overdue invoice, a document to review or low stock becomes a card on the board and closes itself.
Everything that matters for a task.
A task carries everything a colleague needs to know to get it done on time.
Owner
The colleague it is assigned to — notified the moment they get it.
Priority and column
Low, normal, high or urgent — and the board column it sits in.
Start and due date
Two dates the timeline draws as a bar.
Tags and notes
Tags to find the task by, and everything important written beside it.
Recurrence
Daily, weekly, monthly, quarterly or yearly — the next one appears as soon as you finish this one.
Linked record
The client, supplier, deal or document the task leads to.
Progress stays visible to the whole team.
Every task has an owner, a due date and a column. An assigned task reaches the right person in time, every morning they see their tasks for the day, and the filters by owner and project keep larger teams in order.
Clear steps. Connected data.
- Step 1
Create the project
Add a project and break the work into tasks.
- Step 2
Choose the view
Work on a board, a timeline or a list — whichever the task needs.
- Step 3
Follow the progress
Get notified and follow the tasks through to “Done”.