Projects & Tasks
Plan the work.
Finish on time.
Client jobs and internal work in one place. Every task has an owner and a date, every hour is logged against it, and your client can follow along without a single status email.
8
active projects
146
tasks done this month
312 h
tracked
7 of 8
on schedule
Example data for illustration.
Shopfront refit On track
Fit-out complete
72% · due Oct 20
Board
See the whole job at a glance.
BoardTimelineCalendarMilestonesFiles
Shopfront refit · Luma Studio
To do3
Order display shelving
Oct 14
Book electrician for signage
Oct 15
Print opening-week flyers
Oct 17
In progress2
Paint front counter and walls
Oct 122
Install new POS and card reader
Oct 13
In review2
Signage artwork, version 3
Waiting for client2
Floor plan with seating
Oct 11
Done4
Site survey and measurements
Oct 2
Budget approved by client
Oct 4
Remove old fixtures
Oct 7
Example data for illustration.
Timeline
Know what slips before it slips.
Phases sit on a calendar with their milestones. When one phase is waiting on an approval, you can see exactly what it holds up.
- Milestones with an owner, an outcome and a date
- Reusable templates for jobs you run often
- Hours logged against tasks, billable or not
Time tracking
Start a timer on a task or add hours afterwards.
Files
Drawings, quotes and photos stay with the project.
Calendar
Deadlines and milestones in a month view.
Reports
Hours, progress and what is overdue, per project.
Works with Field Service, Staff, Documents & eSign and the Customer Portal.
Deliver every project on time, with everyone on the same page.
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