Project Management
Organize client projects. Tasks, documents, expenses, and contacts — all in one project view.
What You Can Do with Project Management
- Tasks, deadlines, and assignees for each project
- Visual task tracking with Kanban board
- Store project documents in secure cloud
- Project-based expense and revenue reports
Frequently Asked Questions
How many projects can I create?
Solo plan: 30 projects. Team plan: 5,000 projects. Enterprise plan: unlimited projects.
How do I assign tasks to team members?
When creating or editing a task, select the responsible team member. Multiple assignees are supported.
How does the Kanban view work?
Tasks are grouped by status columns (Todo, In Progress, Review, Done). Drag and drop to move between columns.
How do I get project reports?
From the project detail page, view and export expense summaries, task completion rates, and timelines.
How does adding contacts work?
Add contacts like clients, subcontractors, or partners to each project and assign them a role.