Project management
Organize tasks and projects in board or list views. Link delivery to the client account, record time, and review billable contribution alongside invoices and expenses.
Projects and tasks
Use board and list views with statuses, assignees, due dates and dependencies. Link projects to company records and track their milestones.
- Board and list views with role-based access
- Project milestones and repeat-work templates
- Time tracker with approval workflow and invoice line generation
Time, expenses and invoicing
Log time against tasks and projects, submit it for approval when needed, and bring billable hours onto invoices. Contribution reports compare revenue, approved expenses, and billable labor value.
Features
- Projects with status, owner, company link, and custom fields
- Tasks with subtasks, tags, recurring schedules, and approval requests
- Time entries with billable flags and workspace user rates
- Team capacity and project contribution reports
- Project-linked documents and version history
- Conversations linked to projects for client comms context
- Invoice generation from billable time and expenses
- Role-based access controls who sees tasks vs financial rollups