Manage clients, files, tasks, and team members right inside a Project with ease. Nothing is ever more than a few clicks away, ensuring you always have what you need right at your fingertips. Easily view your workload for all Projects at once using the ‘MyTasks’ menu, or drill down into a specific Project to get a more detailed view of the progress your team is making. Easily track time spent on a particular Project or Task, and add that time as a billable item on an Invoice. Additionally, individual Tasks can be converted into billable items and added directly to Invoices.
Project Overview Dashboard
Rich collaboration experience between you and your Client
Show your Clients just what you want, and nothing you don’t
Customize with your Client’s logo to give them a rich experience
Project Progress: Show your Clients what % of the Project is complete
Embed Intake Forms directly into your website
SEQUENCED PROJECT TEMPLATES
Structure Project Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created using a Template, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
Pre-create and save Profiles with all the details of how you want a Project to be auto-generated
Employs a dynamic naming structure using the Client’s name, the current date, etc… so that each Project will have a unique name
Use built-in automations to auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time & hassle
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
A purpose-built toolkit that gives you IF THIS, THEN THAT functionality. Build automated workflows that maximize efficency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
* PINNACLE Plan only
PROJECT & TASK FILES
Files that are uploaded to a task or to a project are well organized in their own insulated structure
Private Project Files allow you to store files associated with the project in a private place that the Client doesn’t know exists, and we’ll never see
Built-in option to prevent Client from seeing the Files tab in the Project
Manage All Team Members
Admins and Project Managers can easily view tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, letting them get a bird’s-eye view of everything that is happening.
These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more.
Search, Filter & Sort Tasks
Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging.
Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more, letting every user see exactly the Tasks they need to access right then and there.
MY TASKS WIDGET
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
You can control the layout & which widgets will show on the Dashboard for every user role
Email Notifications for All Actions
Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
Whether a user is assigned to a new Task or Project, receives a new comment on an assigned Task, a certain Project due date is approaching, or many other important actions, a customizable automated email will sent to the corresponding user.
Additionally, each user can customize their notification settings on a personal level.
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks