Projects + Tasks
Kanban Project View
Optimize your workflow with one of the most popular project management techniques
Card-based system that helps you visualize status and progress, and spot potential problems
Easily drag and drop cards to switch between columns, automatically updating its information to match
Two types of Kanban are available, Status View and Assignee View
Project Overview Dashboard
Rich collaboration experience between you and your Client
Show your Clients just what you want, and nothing you don’t
Customize with your Client’s logo to give them a rich experience
Project Progress: Show your Clients what % of the Project is complete
Sequenced Project Templates
Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
Auto-Generate Projects
Pre-create and save Generators with all the details of how you want a Project to be auto-generated
Employs a dynamic naming structure using the Client’s name, current date, etc., so that each Project will have a unique name
Use built-in automations to auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time and hassle
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that maximize efficiency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
Project & Task Files
Files that are uploaded to a Task or to a Project are well-organized in their own insulated structure
Project Files allow you to store files associated with the Project in a private place which is kept hidden from the Client
Built-in option to prevent Client from seeing the Files tab in the Project
Manage all Team Members
Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening.
These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more
Search, Filter & Sort Tasks
Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging
Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more
Every user see exactly the Tasks they need to access right then and there
My Tasks Widget
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
You can control the layout & which widgets will show on the Dashboard for every user role
Email Notifications for all Actions
Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
When a user is assigned to a new Task, receives a new comment on an assigned Task, a certain Project due date is approaching, etc., a customizable automated email will sent to the corresponding user
Additionally, each user can customize their notification settings on a personal level
Secondary Clients
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks
Project Quick Switcher
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
Project Automations
Kanban Project View
Optimize your workflow with one of the most popular project management techniques
Card-based system that helps you visualize status and progress, and spot potential problems
Easily drag and drop cards to switch between columns, automatically updating its information to match
Two types of Kanban are available, Status View and Assignee View
Project Overview Dashboard
Rich collaboration experience between you and your Client
Show your Clients just what you want, and nothing you don’t
Customize with your Client’s logo to give them a rich experience
Project Progress: Show your Clients what % of the Project is complete
Sequenced Project Templates
Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
Auto-Generate Projects
Pre-create and save Generators with all the details of how you want a Project to be auto-generated
Employs a dynamic naming structure using the Client’s name, current date, etc., so that each Project will have a unique name
Use built-in automations to auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time and hassle
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that maximize efficiency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
Project & Task Files
Files that are uploaded to a Task or to a Project are well-organized in their own insulated structure
Project Files allow you to store files associated with the Project in a private place which is kept hidden from the Client
Built-in option to prevent Client from seeing the Files tab in the Project
Manage all Team Members
Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening.
These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more
Search, Filter & Sort Tasks
Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging
Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more
Every user see exactly the Tasks they need to access right then and there
My Tasks Widget
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
You can control the layout & which widgets will show on the Dashboard for every user role
Email Notifications for all Actions
Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
When a user is assigned to a new Task, receives a new comment on an assigned Task, a certain Project due date is approaching, etc., a customizable automated email will sent to the corresponding user
Additionally, each user can customize their notification settings on a personal level
Secondary Clients
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks
Project Quick Switcher
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
Work Requests
Kanban Project View
Optimize your workflow with one of the most popular project management techniques
Card-based system that helps you visualize status and progress, and spot potential problems
Easily drag and drop cards to switch between columns, automatically updating its information to match
Two types of Kanban are available, Status View and Assignee View
Project Overview Dashboard
Rich collaboration experience between you and your Client
Show your Clients just what you want, and nothing you don’t
Customize with your Client’s logo to give them a rich experience
Project Progress: Show your Clients what % of the Project is complete
Sequenced Project Templates
Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
Auto-Generate Projects
Pre-create and save Generators with all the details of how you want a Project to be auto-generated
Employs a dynamic naming structure using the Client’s name, current date, etc., so that each Project will have a unique name
Use built-in automations to auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time and hassle
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that maximize efficiency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
Project & Task Files
Files that are uploaded to a Task or to a Project are well-organized in their own insulated structure
Project Files allow you to store files associated with the Project in a private place which is kept hidden from the Client
Built-in option to prevent Client from seeing the Files tab in the Project
Manage all Team Members
Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening.
These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more
Search, Filter & Sort Tasks
Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging
Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more
Every user see exactly the Tasks they need to access right then and there
My Tasks Widget
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
You can control the layout & which widgets will show on the Dashboard for every user role
Email Notifications for all Actions
Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
When a user is assigned to a new Task, receives a new comment on an assigned Task, a certain Project due date is approaching, etc., a customizable automated email will sent to the corresponding user
Additionally, each user can customize their notification settings on a personal level
Secondary Clients
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks
Project Quick Switcher
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
Time Tracking
Kanban Project View
Optimize your workflow with one of the most popular project management techniques
Card-based system that helps you visualize status and progress, and spot potential problems
Easily drag and drop cards to switch between columns, automatically updating its information to match
Two types of Kanban are available, Status View and Assignee View
Project Overview Dashboard
Rich collaboration experience between you and your Client
Show your Clients just what you want, and nothing you don’t
Customize with your Client’s logo to give them a rich experience
Project Progress: Show your Clients what % of the Project is complete
Sequenced Project Templates
Structure Task Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
Auto-Generate Projects
Pre-create and save Generators with all the details of how you want a Project to be auto-generated
Employs a dynamic naming structure using the Client’s name, current date, etc., so that each Project will have a unique name
Use built-in automations to auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time and hassle
Trigger / Actions Automations
Stop doing everything manually, and harness the power of Automation!
Build automated workflows that maximize efficiency and increase your bottom line profits!
Trigger a customizable Action sequence each time a Project Phase is complete
Trigger a customizable Action sequence each time a Project wraps up
Project & Task Files
Files that are uploaded to a Task or to a Project are well-organized in their own insulated structure
Project Files allow you to store files associated with the Project in a private place which is kept hidden from the Client
Built-in option to prevent Client from seeing the Files tab in the Project
Manage all Team Members
Easily view Tasks related to all users from all of their Projects in one place from the ‘All Tasks’ menu, giving them a bird’s-eye view of everything that is happening.
These higher-level users can also drill down into particular Projects, to get a deeper history of actions taken, comments made, files uploaded, and more
Search, Filter & Sort Tasks
Admins, Managers, Clients and Team members can easily locate a specific Task using filters, sorting, and tagging
Task lists can be sorted and filtered by various attributes, including Status, Priority, Assigned User, Due Date, and much more
Every user see exactly the Tasks they need to access right then and there
My Tasks Widget
My Tasks widget lets your Team and Clients see their outstanding tasks directly on their Dashboard
For each task in the My Tasks widget you can click directly from the widget to the task details
You can control the layout & which widgets will show on the Dashboard for every user role
Email Notifications for all Actions
Automatic email notifications related to Tasks and Projects ensures everyone is always aware of their responsibilities.
When a user is assigned to a new Task, receives a new comment on an assigned Task, a certain Project due date is approaching, etc., a customizable automated email will sent to the corresponding user
Additionally, each user can customize their notification settings on a personal level
Secondary Clients
Designed for when you need to collaborate on a Project with more than one person in a Company or team
The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project
Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks
Project Quick Switcher
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
Live Chat
Single or Group Message Chains
Send Secure Messages to a single client or internal staff member, or send mass messages out to multiple users
Recipients will only be able to see and respond to users they are permissioned to communicate with, so there is no risk of wires getting crossed
All Secure Messages are delivered to the recipients’ Synchronized Portal inbox, and they can easily read and respond just like they would a standard email
Control who Clients can message
Designate which members of your Staff/Team your Prospects/Clients are able to Message
Limit your Prospects/Clients to only be able to Message their Coordinator (Point of Contact)
Use Circles to set Messaging Permissions in bulk. Use Teams to assign your Staff in one powerful way
Canned Message Responses
Canned Responses allow you to quickly answer common questions you receive in Secure Messages.
You can create multiple Canned Responses, and easily choose the desired one when responding to /sending a message
Set a specific Canned Response as ‘auto-add’, which will automatically fill that particular response into the message body
Keep Organized with Folders
Organize all of your inbox messages, ensuring that you never lose track of a specific note or important piece of info
Create and customize Private Message Folders to fit your needs, and move messages between Folders freely as needed
Each user can create and manage their own set of Folders, allowing everyone to organize their Secure Messages to best fit their particular workflow