Projects & Tasks

Projects help you organise and track deliverables for clients. Break work into tasks, assign team members, and monitor progress.

Creating a Project

Go to Projects > + New Project and fill in:

Name – a descriptive project title
Client – the client this project is for
Description – a summary of the project scope
Status – active, on hold, completed, or cancelled
Team Members – assign one or more team members to the project

Projects can be linked to deals automatically, connecting your sales pipeline to project delivery.

Task Management

Within each project, create and manage tasks:

Title & Description – what needs to be done
Assignee – who is responsible
Due Date – when it needs to be completed
Priority & Colour – visual indicators for importance
Status – To Do, In Progress, or Done

Task Groups

Organise related tasks into groups (e.g. “Design Phase”, “Development Phase”). Tasks can be nested under group headings for better organisation.

Drag to Reorder

Rearrange tasks by dragging them into your preferred order. The order is saved automatically.

Progress Tracking

Each project shows a progress bar calculated from the percentage of completed tasks. This gives you a quick visual indicator of how far along the project is.

Filtering & Permissions

The project list can be filtered by status, client, and search term. Depending on your role, you may see only projects you are assigned to, or all projects across the team.

Client Profile Integration

Projects appear on the client profile under the Projects tab, giving a complete view of all work being done for that client.