Create separate boards for clients, internal projects, or team tasks. You can assign a project owner (PO) and project manager (PM), link boards to clients, set priorities, and archive or delete them when completed. Each board follows your own workflow – no need to stick to predefined templates.
Within a board, you can freely structure the columns: reorder, rename, or add new steps. This way, the workflow reflects the actual process, not a predefined template. Tasks can be easily moved between columns, so you always know their current status.
You can assign a name, a rich-text description, a responsible person, and a priority to each task, and link it to a client if needed. Each task can include time logs, files, and comments – so all background information and progress are visible in one place.
Record your notes related to clients so that every important piece of information is always searchable. Public (company-wide) notes keep your team up to date, while private notes let you save information just for yourself.
You can upload any document to a task, and the system not only stores it but also makes it searchable. No need to email or share separately – the file stays right where the task is.
Assign custom priorities to your tasks, with names and colors you choose. This way, everyone knows what’s urgent, what’s important, and what can wait. Visual cues help you stay focused throughout the day.
Time spent on each task can be recorded in minutes. If a task or project is linked to a client, the logged time is automatically applied to them as well. This allows not only internal tracking but also accurate client billing.
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