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Tasks & Projects

Keep delivery work moving
without chasing your team.

Projects bring tasks, docs, files, milestones, and team chat together — connected to the client and booking they belong to. See what's moving, what's blocked, and what's due without a status meeting.

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4,000+ businesses · Free plan available · No card needed
180K
Active projects
62%
On-time delivery improvement
1 click
Deal to project workspace
0
Separate PM tools needed
Project workspaces

One home for every delivery

Each client engagement gets its own workspace — brief, team members, milestones, files, and chat in one place. When you win a deal, the project workspace is one click away.

Per-project workspace with brief, members, and milestones
Team chat and file uploads inside the project
Client guest access — view-only or comment permission
Project templates you duplicate in one click
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Per-project workspace with brief, members, and milestones
Team chat and file uploads inside the project
Client guest access — view-only or comment permission
Project templates you duplicate in one click
Milestones & delivery

Accountability that actually works

Set milestones with due dates. Roll tasks up under each milestone. When a milestone is complete, it can trigger an invoice automatically. No chasing required.

Milestones with due dates and completion tracking
Tasks with assignees, statuses, and comments
Subtasks, dependencies, and recurring tasks
Milestone billing — completion triggers invoice send
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Milestones with due dates and completion tracking
Tasks with assignees, statuses, and comments
Subtasks, dependencies, and recurring tasks
Milestone billing — completion triggers invoice send
Getting started

Up and running the same day you sign up.

01

Spin up the project

Win a deal or complete a booking — create a project workspace in one click, pre-loaded with the team, milestones, and brief.

02

Assign and deliver

Create tasks, assign them to team members, set due dates. Everyone sees the same board. Updates happen inside the project — not across WhatsApp.

03

Close and invoice

When milestones are complete, the invoice sends automatically. The client record updates. Nothing slips.

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“
The project workspace is where our team actually lives. Tasks, brief, files, milestones, chat — finally one home for delivery.
Akeem Feyisupo
Akeem FeyisupoGrowth Manager, startbuddi · Lagos

Simple, transparent pricing.

Free plan available. Paid plans from $4.99/mo. Everything included — no per-module pricing, no hidden fees.

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Common questions

Plain answers.

Still have a question? Our team is happy to help.

Talk to us
Is this Tasks or Projects?
Both — but project-first. Tasks live inside projects. Each project has its own workspace: brief, team members, files, milestones, and chat. Tasks can also exist standalone.
Can clients see their project?
Yes — role-aware guest access lets clients view tasks, files, and updates without seeing internal notes or pricing discussions.
Can I template a project?
Yes. Save any project as a template and spin up new workspaces from it in one click. Useful for recurring service types.
Does it work for solo operators?
Yes. A single-person setup is just as useful — tasks help you see what's next without keeping everything in your head.
How does it connect to invoicing?
Milestone completion can trigger an invoice automatically. So when you deliver a phase of work, the invoice is sent without you having to remember.

Tasks & Projects pairs naturally with

CRMWon deals spin up project workspaces automatically.Explore
BookingsKickoff sessions create project workspaces.Explore
InvoicingMilestone completion triggers invoice schedules.Explore
Chip AIChip flags project risks and drafts client updates.Explore

Try the full workspace, free.

Start on the free plan. Explore every module. Grow into the tools you need as your business grows — with no rebuilding required.

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Free plan available · Paid from $4.99/mo · Cancel anytime · No card to start