Project & Task Management

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.

Kanban Project View

Optimize your workflow with one of the most popular project management techniques

Card-based system that helps you visualize status and progress, and spot potential problems

Easily drag and drop cards to switch between columns, automatically updating its information to match

Two types of Kanban are available, Status View and Assignee View

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


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


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 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


Now you can move between Projects at lightning speed

When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project

Perfect for Project Managers who are quickly moving between Projects

Client Portal Software Integrations

Award Winning Software