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.
Free plan, no card needed. Or book a demo.
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
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
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 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, 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
From kickoff to a happy client.
A project connects to the tools on either side of it, so the handoffs are already there.
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Start from a template
Milestones, tasks and dates set up for you.
Template -
The team delivers
Tasks, time and files in one place.
TasksTime -
Talk it through
Every project has its own room in Chat.
Chat -
The client approves
Share items for approval in a client portal.
Client portal
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.
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.
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
Questions about Projects
Do you have free project management templates for agencies?
Is there a Gantt chart with a critical path?
Can I track project budget and hours in one place?
Can I run sprints without Jira?
Can the team talk a project through without booking a meeting?
Can I use my own statuses?
Run client work without the chaos.
Templates, timelines and budgets, next to your clients and your money. Start free.
Or book a demo and we'll set it up with you.