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Client delivery

Keep delivery moving from task to milestone

Give client work a shared plan. Keep tasks, milestones and deadlines together, then connect the time and billing that follow delivery.

Staff view: client projects grouped by delivery status.

See work by status

Organize projects in list and board views. Assign owners and keep client and delivery dates with each project.

Plan the next steps

Break work into tasks and milestones. Use task dependencies and checklists to make the sequence of work clear.

Reuse a proven starting point

Create projects from templates containing tasks and milestones. Adapt the plan for the client before work begins.

Coordinate dates and completion

Reschedule work as plans change and configure completion approval rules. Review sign-off before closing work that requires it.

Follow the effort behind delivery

Link time entries to projects and tasks. Review project profitability where your role permits access to rates and costs.

Works with

Continue the work across UnifyDesk product areas.

Integrations

Google & Microsoft Calendar

Available

Show connected calendar events alongside work deadlines.

View integrations and setup requirements

Try it with your team

Explore client work in one workspace.