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Solution · Operations

Task & Project Management

A simple, shared place for assigning tasks, tracking deadlines and reviewing progress — with automatic reminders.

Live demo

Try Task & Project Management yourself

This is a working demo with sample data. Switch modules, add records, change statuses and open the reports — nothing is saved or sent.

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Modules

What’s inside

Every module is configurable — we keep what you need and adapt it to how your team works.

  • 01

    Task assignment

    Owners, priorities, due dates and checklists.

  • 02

    Projects & boards

    Group tasks by project, client or department.

  • 03

    Reminders

    Automatic reminders for due and overdue work.

  • 04

    Recurring tasks

    Daily, weekly and monthly routines.

  • 05

    Approvals

    Review and approval steps where needed.

  • 06

    Team dashboard

    Who is working on what, and what is late.

Who it’s for
  • Agencies
  • Professional services firms
  • Operations teams
Integrations
  • Email
  • WhatsApp notifications (via Business Platform)
  • Google Calendar

Third-party integrations depend on each provider’s API availability, terms and any fees.

FAQs

Good questions to ask.

Can clients see their project status?

Yes, a client view can be added with limited, permission-based access.

Let’s scope your Task & Project Management.

A short call is enough to map your process and recommend the right first phase.

Book a Discovery Call