Project Management

Create custom workflow steps for project management, and view tasks according to the current workflow status. Additionally, share tasks among a group, or observe tasks that aren’t directly assigned to you.

Create a stack of projects with information such as the project number, project manager, title, assigned employees, billing information, start date, or assigned groups. Include document attachments like a project summary, engineering drawings, or other project-relevant documentation. Update the project status as projects are completed, and use the filtering tool to show only active projects.

Leave comments on specific projects asking about specific project outcomes or goals and receive answers from other team members. Comments will stay attached to the project and serve as a useful reference through the progression of a project.

Assign project-based tasks to specific project team members. The tasks can be organized using custom workflow steps, and separate projects can be identified by using user-defined tags. At a glance, you will be able to identify what tasks are tied to which projects, and can quickly sort by a number of items, such as priority, due date, or workflow steps.