What project management features does SuiteDash include?

SuiteDash includes projects with tasks, subtasks, phases, task dependencies, time tracking, file sharing, and team collaboration. Task templates define reusable structures with relative dates. Project generators deploy complete projects with tasks, assignments, and phases from templates automatically. Clients see project progress, task updates, and shared files through their portal. Kanban board, list, and calendar views provide different perspectives on work across all active projects.

How do project generators and task templates work?

Task templates define reusable task structures with phases, assignments, subtasks, and relative due dates calculated from a base date. Project generators wrap task templates into complete project configurations with client assignments, team settings, folder structures, and automation triggers. When a generator fires through a form submission, deal stage change, or manual trigger, the entire project deploys with all tasks, dates, and assignments pre-configured and ready for the team.

Does SuiteDash include time tracking?

SuiteDash includes built-in time tracking with start and stop timers that attach to specific tasks and projects. Timers track billable and non-billable hours with descriptions and staff assignments. Completed timer entries can be added directly to invoices as line items, connecting time worked to client billing without manual calculation. Staff hourly rates can be set per team member for accurate billing based on who performed the work.

How does appointment scheduling work in SuiteDash?

SuiteDash includes a full scheduling system with appointment types, availability management, and branded booking pages. Each appointment type has its own duration, buffer time, availability schedule, and staff assignment. Booking pages display under your custom domain with a friendly URL. Google Calendar provides two-way sync so appointments appear on both platforms. Paid appointments collect fees at booking time through connected payment gateways.

Can clients see project progress in their portal?

Clients view project dashboards, task progress, shared files, and team communication through their portal. Project settings control exactly what clients can access, including files, task details, and discussion tabs. Task followers allow clients to track specific tasks and receive updates. Team Talk enables conversation threads within projects, and Client Talk provides a separate discussion space visible to the client. Project visibility is fully configurable per project.

What can be automated in project management?

Project generators trigger automatically from form submissions, proposal signatures, deal stage transitions, role changes, or scheduled dates. Projects fire automations both on generation and on completion status. Task completion can trigger follow-up actions. Folder generators create standardized file structures when projects generate. Custom field dates allow per-client project scheduling where each client's project generates relative to their specific dates rather than a single fixed timeline.

How does SuiteDash project management compare to standalone tools?

Standalone project management tools handle tasks and collaboration but exist in isolation from billing, client communication, and document management. In SuiteDash, project time tracking converts directly to invoice line items. Project completion triggers follow-up billing and satisfaction surveys. Clients view progress in the same portal where they access invoices, sign documents, and communicate. No switching between separate project, billing, and communication tools.

Does SuiteDash support task dependencies and phases?

Tasks support dependency relationships where one task must complete before the next becomes available. Phases group related tasks with their own start and end dates, creating project milestones. Task templates define phase structures with relative date intervals calculated from a base date, so due dates adjust automatically when the project start date changes. Subtasks break complex tasks into checklists that track granular progress within larger deliverables.

Are there limits on projects or tasks in SuiteDash?

All SuiteDash plans include unlimited projects, tasks, and task templates with no per-project or per-task fees. Project generators and time tracking are available on all plans. Work requests allow clients to submit project requests through the portal. Storage limits apply to project files, with up to 2TB on the Pinnacle plan. As your business scales, project volume grows without additional licensing costs.

What businesses benefit most from SuiteDash project management?

Service businesses that deliver work in structured phases get the most value. Agencies, consultants, and professional service firms use project generators to standardize their delivery process, time tracking to capture billable hours, and client portal visibility to keep clients informed. The connection between project completion, time tracking, and invoicing eliminates the manual handoff between doing the work and billing for it.

Professional Client Portal Software

Integrated Calendar

Each member of your team can create a stand-alone ‘booking page’ or embed their widget on your website or landing page

Powerful options to control appointment length, time between appointments, etc… You can configure all the details related to each Appointment Generator, and setup automations that can be automatically sent at the end of every appointment.

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 customers.

Replaces…
Client Portal Alternatives

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Appointment Scheduling Toolkit

Staff and clients can easily book, cancel, or reschedule appointments. Plus, trigger automations for follow-ups and emails, ensuring consistent and efficient operations for your business.

Multiple Appointment Generators mean that each one of your Staff members can have a “Book Me” page

Optionally show Appointments show on both Staff Calendars and optionally on the the Prospect/Client’s Calendar

Either side can easily cancel or reschedule Appointments if needed

Prospects or Clients can book an Appointment while completing a FLOW, Checklist or Form

Trigger Automations to execute follow-up actions and send emails at the end of every Appointment

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Bird’s Eye View of Tasks, Events, & Appointments

Calendar powerfully integrates tasks, events, and appointments. Effortlessly create, reschedule, or cancel appointments directly from the Calendar, enhancing productivity and coordination within your team.

Calendar consolidates your Events, Appointments and Tasks in one functional interface

You, your Staff and your Clients have a Calendar view so everyone is on the same page

Fits right into your existing systems because it syncs with your personal or work Calendar

Easily create, reschedule or cancel Appointments directly from the Calendar

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Beautiful Book Me Pages

Each Staff member gets a beautifully branded “Book Me” Page where clients can schedule appointments with ease. Customize each Appointment Generator with its own onboarding, Automations, and payment settings—giving you powerful control over scheduling, service delivery, and the entire client experience.

Each Staff member gets a personal, branded Book Me Page for simplified client scheduling

Customize each Appointment Generator with its own onboarding path, Automations, and internal workflows

Collect payments during booking—appointments are only confirmed after successful payment

Deliver a seamless, professional experience for every service and client type

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Granular Task Management

Easily create, edit, and drag-and-drop tasks to adjust due dates with just a few clicks. Dive into individual tasks within their assigned projects for complete contextual insights, simplifying your workflow and boosting efficiency.

Beyond the high-level overview power of My Calendar, you also have the capability to work on an individual Task level

With just a few clicks, you can easily create new Tasks, edit existing Task details, and drag &drop Tasks to change their Due Dates

Click into a specific Task to be automatically taken to that Task in the context of its assigned Project, letting you get a full view all from one starting point

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Intuitive Filtering & Sorting

Easily organize tasks by due date, status, priority, project, client, or assigned user. Assign centralized organizers to oversee all appointments across your organization, ensuring streamlined coordination and enhanced productivity for your team.

Filter and Sort Tasks from multiple angles, including Due Date, Status, Priority, Project, Client and Assigned User

Assign one or more Staff members as centralized organizer who can see all Appointments across the entire organization

Get exactly the view you need to inspect and manage your Projects, Tasks, and Teams

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The Single Most Influential Tool In Growing My Business! The client management options are top-notch! Project management helps my business ensure we’re always on top of our projects and deliverables are centralized. Billing is everything for us! All of our services are centralized and can be attached to automated actions for ease of use!

~ Ellis M. via G2