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PROJECTS AND TASKS

List, kanban, sprint and Gantt views, subprojects and phases, budgets that warn, and tasks you choose to share. Your client follows progress and approves work in the portal.
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IN THE PRODUCT

The Acme brand identity page holds its tasks, files, payments, budget and deliverables. The same tasks switch from list to kanban to sprint to Gantt.

  1. 01

    Set up the project

    Add phases and subprojects, and a budget in minutes, money or both.

  2. 02

    Plan the tasks

    Work in a table or on a kanban board, with filters and comments. Plan in sprints or on a Gantt chart.

  3. 03

    Choose what the client sees

    Mark a task client-visible and it appears in the client's portal. Everything else stays internal.

  4. 04

    Deliver and get approval

    Share work to the portal. The client approves it or asks for a revision, and the note joins the brand's dossier.

Four views

List, kanban, sprint and Gantt, on the same projects.

Subprojects and phases

Break large work into subprojects and phases, each in its place on the project page.

Client-visible tasks

One flag decides it. Clients see only the tasks you mark visible, with progress, updates and files.

Drafts stay apart

Action items from meetings wait as drafts, off your boards and away from the client, until someone approves them.

Budgets that warn

Minutes, money or both. Alerts at 75% and 100% before the project runs over.

Deliverables and approvals

A deliverables tab on every project. Clients approve or ask for a revision in the portal.

What it won't do

It never shows a client a task you haven't marked client-visible. Draft tasks from meetings stay off your boards until someone approves them.

Works with

TIME AND RETAINERS

Every hour accounted for. Every retainer under control.

A timer that keeps running when the tab closes, rates per person, project or agency, and retainer packs that warn you at 80% and 100%.

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CLIENT PORTAL

A client portal with your name on the door.

Your domain, your logo, your colors. Projects, approvals, invoices and retainer balance in one calm place.

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List, kanban, sprint and Gantt for projects, with subprojects and phases. Tasks work as a table or a kanban board, with filters and comments. Each project page has tabs for tasks, files, payments, budget and deliverables.

Only their own company's projects and the tasks you mark client-visible, with progress, updates and files. Internal tasks and drafts never appear.

Yes. Import a ClickUp, Asana or any CSV or JSON export, up to 5,000 rows, and undo it in one click. Today it brings tasks only. Projects, clients and subtasks don't come over yet.

Share a piece of work and the client approves it or asks for a revision in the portal. Revision notes are written to the brand's dossier, so the team doesn't repeat the same miss.

Take the 3-minute tour