Projects and tasks
Delivery that does not live in a chat thread.
Projects with the money attached, and tasks on a board, list, table or calendar with subtasks, checklists, comments and labels.
Shown with a sample agency. Yours starts with the same data, so a trial is not an empty screen.
The pipeline, with the money on it
What is in progress, what is in review, what each one is worth and when it is due — on one board. A project knows its client and its invoices, so "how are we doing on this one" is a glance, not a meeting.
Tasks the way your team wants to see them
Board, list, table or calendar over the same tasks. Subtasks, checklists, comments, labels and an activity trail on each one. Assign it, set the date, and it shows up on that person's Today.
Leads and pitches before there is a project
A sales pipeline for leads and a board for pitches sit in front of projects, so a lead becomes a client and a pitch becomes a project without retyping either.
Questions
About projects and tasks.
Is there time tracking?
Not today. Tasks carry dates, checklists and comments; hours are not logged against them.
Can clients see their project?
No. This is your workspace, not a client portal. What the client gets is the quote, the invoice and the work.
Start today
14 days. No card. Your own database.
If it is not better than what you use now, you will have lost nothing but a fortnight of spreadsheets.
CREATE MY WORKSPACE