Project Management
Organize client projects. Tasks, documents, expenses, and contacts — all in one project view.
What You Can Do with Project Management
- Tasks and deadlines for each project
- Visual tracking with Kanban board
- Store documents in secure cloud
- Project-based expense reports
Frequently Asked Questions
How many projects can I create?
Solo: 30, Team: 5,000, Enterprise: unlimited projects.
How do I assign tasks to team members?
Select the responsible team member when creating a task.
How does the Kanban view work?
Tasks grouped by status. Drag and drop to move between columns.
How do I get project reports?
Export expense and task reports from the project detail page.
How does adding contacts work?
Add contacts to each project and assign them a role.