Projects + Templates + Automation
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Manage your team & keep your Clients updated & involved. Templates & Automations eliminate repetitive work
Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice.
Manage your business like a pro with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and streamlines interaction with your clients.
Replaces…
Manage all Team Members
See all tasks assigned to any team member across all projects in one place. Managers can easily drill down for a deeper view of project history, including actions taken, comments made, and uploaded files. SuiteDash keeps everyone on the same page and accountable for success.
Project Overview Dashboard
Empower your clients and streamline communication with SuiteDash’s Project Overview Dashboard. This customizable hub keeps everyone on the same page with rich updates, progress reports, and collaborative features.
Sequenced Project Templates
Eliminate project setup headaches with Project Generators + TaskTemplates! Structure Projects to be automatically generated and populated with tasks and phases in the perfect order, ensuring your team hits the ground running on every project.
Auto-Generate Projects
Pre-design your ideal projects with all the necessary details, and SuiteDash will build them automatically. Generators even use dynamic naming with client names and dates for a perfect touch.
Trigger / Actions Automations
Set custom automations triggered by completed tasks, project phases, or entire projects. Imagine proposals automatically moving to contracts, invoices generated upon completion, or automatic client updates based on project progress. SuiteDash keeps your business running smoothly while saving you money.
Project & Task Folders + Files
Ditch file chaos and keep projects organized with SuiteDash! Store project files securely in a dedicated space – you can show or hide from Clients. Project Folder Generators let you pre-build the perfect file structure for each project type, saving you time and ensuring consistency.
Kanban Project View
Simplify project management with SuiteDash’s Kanban View! Drag and drop tasks between stages, giving you a clear visual of progress and potential roadblocks.
Search, Filter & Sort Tasks
Simplify task management for everyone with SuiteDash’s powerful search and filtering! Admins, managers, clients, and team members can find the exact task they need in seconds.
My Tasks Widget
Every stakeholder sees the Tasks assigned to them in one powerful & comprehensive view – right on their Dashboard! SuiteDash even lets you control the layout and widgets displayed for each user role, ensuring everyone sees the information most relevant to their success.
Fully Customizable Notifications
Ditch missed deadlines and communication gaps with project & task notifications! Fully configurable emails keep everyone informed about assigned tasks, project updates, and approaching deadlines
Flexible Project Assignments
Streamline multi-client collaboration with Secondary Clients! Need to involve multiple people from a client’s company in a project? They can be assigned tasks, added as Followers of tasks and receive real-time updates and Project-related communication.
Project Quick Switcher
Simplify project hopping with the Project Quick Switcher! Jump between projects instantly, picking up right where you left off. This lightning-fast navigation is perfect for admins & project managers juggling multiple tasks and projects.
All that AND a bag of chips. I was immediately hooked! It’s one package that takes the Prospect all the way through to the end when you’re going to move them to a Client. All Inclusive! You can communicate with that individual or business from the very start all the way through the entire flow, and you’ve got a ping on them the entire way!
