Home/Features/Project Management
Deliver on Every Commitment

Project Management

Whether it's a quick project or a complex engagement, keep everything organized. Track progress, manage tasks, and hit every deadline.

Key Benefits

How Project Management helps you work smarter

Kanban Boards

Visual task management with drag-and-drop simplicity. See what's in progress, blocked, or done.

Milestone Tracking

Set key milestones with due dates. Get alerts as deadlines approach.

Client Linking

Projects connect to clients and deals. Full context without switching tools.

Team Assignments

Assign tasks to team members. See workload distribution and capacity.

Full Capabilities

Everything included with Project Management

Kanban and list views
Subtasks and checklists
File attachments
Time tracking
Due date reminders
Client project portals
Templates for common projects
Progress reporting

Ready to try Project Management?

Start your free trial and see the difference

Get Started

Project Management Questions

Common questions about Project Management

Yes! Enable client portal access and they can see progress, milestones, and deliverables without seeing internal tasks or notes.

Ready to Get Started?

Try Project Management and all other features with a free trial.