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Projects

Every project, from kickoff to handoff.

A project management tool for small business: start from a template for your kind of work, then keep tasks, the timeline, milestones and the budget in one place, without a project management degree.

Start free

Free plan, no card needed. Or book a demo.

All projects

Every project, and which ones need you.

One table shows every project with its owner, due date, progress and health. The cards on top tell you how many are active, how many are at risk and what shipped this month.

  • Health labels: On track, At risk, Overdue, Complete, Not started
  • Filters: All, Mine, Active, At risk, Completed
  • Start a project needs only a name; the rest can change later
Templates

Start from a template made for your business.

Pick one of 14 templates and it sets up milestones, tasks and due dates you can change. The ones that fit your type of business come first, marked Recommended.

  • Client delivery, Website project, Marketing campaign, Event planning and more
  • Complete agency, SaaS and consulting systems
  • Recommended picks based on your business type
Timeline

A Gantt timeline that shows the critical path.

See every task as a bar between its start and due date, with milestones as diamonds and a Today line. Drag a bar to move it, drag its ends to resize, and drag its dot onto another task to make that one wait.

  • Dependency arrows and a Critical path highlight
  • Zoom by day, week or month
  • Move the dependent tasks too, or only this one
Sprints & milestones

Sprints and milestones, when you want them.

Working in short cycles? Plan a sprint from the backlog, add story points and see your velocity. Prefer big checkpoints? Give each milestone an owner, a due date and a health.

  • Sprints with a goal, a backlog and story points
  • Complete a sprint and move unfinished tasks on
  • Milestones marked On track, At risk or Blocked
Budget & portfolios

Budget, hours and health side by side.

Give a project a money budget and an hours budget, and it shows time logged, what is spent and the cost to complete. Portfolios put every project next to each other so you can compare.

  • Expenses from Money Manager, linked to the project
  • Hours burn-down against the hours budget
  • Group portfolios by health, status, owner or client
What comes next

From kickoff to a happy client.

A project connects to the tools on either side of it, so the handoffs are already there.

A new project
  1. Start from a template

    Milestones, tasks and dates set up for you.

    Template
  2. The team delivers

    Tasks, time and files in one place.

    TasksTime
  3. Talk it through

    Every project has its own room in Chat.

    Chat
  4. The client approves

    Share items for approval in a client portal.

    Client portal
Delivered and approved
Works with everything

Work talks to the rest of your business.

Everything below shows up on the client's record on its own, so you never piece the story together by hand.

CRMPick a customer for the project, or mark it internal
MoneyExpenses and budget come from Money Manager
WorkLink goals, and time logged fills the budget
WorkOne record per client
PeopleAdd members and set roles per project
AutomationsEach project has its own automations
Chip AI@chip in any task comment
Chip AI

Ask Chip. It already knows your work.

Chip works from your own records, so the answer comes with names, amounts and dates, and a next step you can take in one click.

Meet Chip
Plans

Which plans include Projects?

Projects are on every plan, including Free. Adding teammates needs a plan with more seats.

  • FreeIncluded, free forever
  • StarterIncluded, 30-day trial
  • GrowthIncluded, 30-day trial
  • ScaleIncluded, 30-day trial
For agencies

Win the pitch. Bill the work.

Proposals, projects and invoices for every client, without four tools in between.

Questions about Projects

Do you have free project management templates for agencies?
Yes. Client delivery, Marketing campaign, Website project, Creative production and a Complete agency system are among the 14 templates, all included on every plan.
Is there a Gantt chart with a critical path?
Yes. The Timeline tab shows dependencies, milestones and the critical path, and you can drag bars to change dates.
Can I track project budget and hours in one place?
Yes. Set a money budget and an hours budget. Time logged and expenses linked from Money Manager show what is spent and the cost to complete.
Can I run sprints without Jira?
Yes. The Sprints tab has a backlog, story points, velocity and a burn chart, and it is there only if you want it.
Can the team talk a project through without booking a meeting?
Yes. Every project header has a Drop in button from startbuddi Live: a quick audio drop-in for your team, with screen sharing. Action items from meeting notes can become tasks in the project.
Can I use my own statuses?
Yes. Add custom statuses in project settings and choose how each one behaves.

Run client work without the chaos.

Templates, timelines and budgets, next to your clients and your money. Start free.

Start free
Or book a demo and we'll set it up with you.