Delivering IT projects on time requires clear ownership and visibility. Project & Task Management gives your team both, inside the same platform as your clients and deals. Create projects with custom statuses, assign tasks with due dates, add comments and attachments, and link work to the contacts it supports. Workflows and AI Workers can create tasks automatically, such as onboarding checklists when a contract is signed.
Organize work into projects with assignable tasks and due dates.
Connect tasks to contacts and deals for full context.
Track progress with stages that fit your delivery process.
See what is due and who owns it at a glance.
Keep comments and files with the work they belong to.
Generate standard task lists for onboarding and recurring services.
