Core Work Management

Foundation for tasks, workflows, and structured execution.

Tasks & Projects

Tasks & Projects

Create, organize, and manage all work in one place with clear ownership and deadlines.

Task Types

Task Types

Define work categories with custom fields, icons, and behavior rules tailored to your process.

Workflows

Workflows

Build custom statuses, transitions, and approval gates to control work lifecycle.

Dependencies

Dependencies

Link tasks to reflect execution order, auto-adjust schedules, and surface blockers.

Recurrence

Recurrence

Automate repetitive tasks with flexible daily, weekly, monthly, or custom schedules.

Custom Actions

Custom Actions

Create one-click buttons that execute multi-step workflows, updates, or automations.

Validations

Validations

Enforce data quality with rule-based checks on required fields and business logic.

Reminders

Reminders

Set automated nudges for deadlines, follow-ups, and critical updates.

Project Templates

Project Templates

Launch projects instantly with reusable templates that include structure, tasks, and workflows.

To-Do Lists

To-Do Lists

Manage personal quick tasks alongside formal project work.

Hierarchy & Groups

Hierarchy & Groups

Organize workspaces, folders, and projects in unlimited depth to mirror your org structure.

Attachments

Attachments

Attach files, specs, and designs directly to work items for instant context.

Priorities

Priorities

Set configurable priority levels to focus teams on the most urgent work.

Story Points

Story Points

Estimate task complexity and plan sprint capacity for agile teams.

Planning & Visualization

Powerful views to plan, track, and visualize work.

Multi-View Suite

Multi-View Suite

Switch seamlessly between list, table, board, calendar, Gantt, timeline, and portfolio views.

Resource Planning

Resource Planning

Balance team workload, visualize capacity, and prevent over-allocation across projects.

Work Schedule

Work Schedule

Configure working hours, days, shifts, and holidays to align planning with real availability.

Big Screens

Big Screens

Project live dashboards and boards on TVs or monitors for always-on team visibility.

Portfolio Summary

Portfolio Summary

Executive overview of progress, health, and risks across multiple portfolios.

Projects Directory

Projects Directory

Comprehensive list of all projects with owners, status, and key milestones.

Events Summary

Events Summary

Unified view of upcoming milestones, deadlines, and organization-wide events.

View Access Control

View Access Control

Manage view permissions and share read-only links with stakeholders.

Map View

Map View

Visualize location-based work on interactive maps for field operations.

Customization & Structure

Tailor the platform to match your exact workflows.

Custom Fields

Custom Fields

Add dropdowns, dates, numbers, formulas, and more for complete data flexibility.

Tags

Tags

Flexible labels to categorize, filter, and cross-reference work across projects.

Custom Views

Custom Views

Save and share any combination of filters, columns, and layouts as reusable views.

Embedded Views

Embedded Views

Integrate external dashboards, tools, and documents directly into your workspace.

Public Sharing

Public Sharing

Share views, reports, or tasks via secure links with password protection and expiration.

Strategy & Goals

Align execution with strategic objectives and outcomes.

Goals & OKRs

Goals & OKRs

Set measurable objectives and key results, then track progress against clear targets.

Portfolios

Portfolios

Group and monitor related projects with executive-level performance insights.

Roadmaps

Roadmaps

Visualize strategic initiatives over time and communicate long-term direction.

Collaboration & Communication

Centralize conversations, docs, and teamwork.

Activity Stream

Activity Stream

Real-time feed of updates, changes, and actions across your workspace.

Action Required

Action Required

Personal inbox of pending reviews, approvals, and items waiting on you.

Discussions & Chats

Discussions & Chats

Context-aware conversations linked to tasks and projects with full search history.

Meetings

Meetings

Structure agendas, capture notes and decisions, then convert them into tasks.

Pages

Pages

Create internal wikis and documentation that live alongside your projects.

Documents

Documents

Collaborative docs with real-time editing, version history, and permissions.

Whiteboard

Whiteboard

Visual brainstorming and process mapping with direct links to tasks and projects.

Files

Files

Centralized file storage with preview, versioning, and contextual organization.

Reactions

Reactions

Quick emoji responses to express sentiment and approval without lengthy comments.

Requests & Forms

Standardize intake and approvals for structured workflows.

Requests

Requests

Structured internal request management with routing, SLAs, and status tracking.

Forms

Forms

Build public or internal forms that automatically create tasks and records.

Approvals

Approvals

Multi-stage approval workflows with clear audit trails and decision tracking.

Time & Attendance

Capture, track, and report on time and availability.

Time Tracking

Time Tracking

Track work with timers or manual entries, then generate detailed timesheets.

Clock In / Out

Clock In / Out

Record employee attendance with precise clock events and shift management.

Attendance Reports

Attendance Reports

Comprehensive attendance summaries including working hours, absences, and exceptions.

Resource Availability

Resource Availability

View team availability factoring in schedules, time off, and current assignments.

Workload View

Workload View

Real-time capacity planning showing allocations and utilization by person or team.

Guesstimates

Guesstimates

Quick rough estimates for early planning before detailed effort breakdown.

Human Resources

Organize teams, skills, and people across your organization.

User Management

User Management

Invite, onboard, and manage team members with role assignments and seat control.

Departments

Departments

Structure your organization by teams and functions for better reporting and access control.

Office Locations

Office Locations

Track physical office locations and assign users for geography-aware operations.

Skills & Competencies

Skills & Competencies

Catalog team expertise and certifications to optimize project staffing.

User Schedules & Roles

User Schedules & Roles

Define individual working hours and role-based permissions per user.

User Custom Fields

User Custom Fields

Extend user profiles with custom attributes and data specific to your organization.

Admin Roles

Admin Roles

Assign and distribute administrative responsibilities across multiple team members.

Finance & Operations

Track budgets, expenses, and project financials.

Budgets

Budgets

Set project budgets and monitor planned vs. actual spend in real time.

Expenses

Expenses

Log and categorize expenses by project or department with approval workflows.

Invoices

Invoices

Track client invoices, payments, and billing cycles linked to project delivery.

Labor Cost

Labor Cost

Calculate accurate project costs using user rates and logged time data.

Currency Settings

Currency Settings

Configure default currency and formatting for all financial reporting.

CRM & Client Collaboration

Manage client relationships and external collaboration.

CRM Core

CRM Core

Complete CRM with leads, accounts, contacts, and sales pipelines tied to delivery.

CRM Accounts

CRM Accounts

Manage company accounts with associated deals, projects, and contact relationships.

CRM Contacts

CRM Contacts

Track individual contacts with full communication history and role-based access.

Customer Portal

Customer Portal

Give clients secure, limited access to view tasks, files, and project status.

Client Feedback

Client Feedback

Collect structured feedback and approvals from clients with full audit trails.

Ticket System

Ticket System

Handle customer support requests with SLAs, routing, and resolution tracking.

Reporting & Analytics

Transform data into actionable insights and decisions.

Dashboards

Dashboards

Build real-time visual dashboards with KPIs, charts, and role-based sharing.

Reports

Reports

Generate detailed analytics across time, teams, projects, and portfolios.

Custom Reports

Custom Reports

Design and save custom report layouts with specific metrics and groupings.

Data Export

Data Export

Export reports and data to CSV or PDF for sharing and external analysis.

Data Import

Data Import

Import projects and tasks from Jira, Asana, Monday, ClickUp, Wrike, and more.

Import from Asana

Import from Asana

Migrate projects, tasks, and data from Asana.

Import from ClickUp

Import from ClickUp

Migrate spaces, lists, and tasks from ClickUp.

Import from Jira

Import from Jira

Migrate issues, epics, and sprints from Jira.

Import from Monday

Import from Monday

Migrate boards, groups, and items from Monday.com.

Import from Wrike

Import from Wrike

Migrate folders, projects, and tasks from Wrike.

Automation & Integrations

Connect external tools and automate repetitive workflows.

Automations

Automations

Build rule-based workflows that trigger actions automatically on events and conditions.

API Access

API Access

Full developer API for custom integrations and advanced workflow automation.

Integrations Hub

Integrations Hub

Connect Google, Microsoft, Slack, GitHub, and dozens of other productivity tools.

Google Drive

Google Drive

Attach and access Drive files directly within tasks and projects.

Google Calendar

Google Calendar

Two-way sync of tasks, events, and deadlines with Google Calendar.

Gmail

Gmail

Convert emails to tasks and reply to task threads from Gmail.

Google Workspace

Google Workspace

Enterprise SSO and seamless file integration with Google Workspace.

Slack

Slack

Receive notifications and create tasks directly from Slack channels.

GitHub

GitHub

Link commits, pull requests, and issues to tasks automatically.

GitLab

GitLab

Sync GitLab issues and merge requests with project tasks.

Microsoft Teams

Microsoft Teams

Get task updates and create work items from Teams conversations.

Outlook

Outlook

Email-to-task conversion and calendar sync for Microsoft 365.

SharePoint

SharePoint

Access and attach SharePoint documents within projects.

Zapier

Zapier

Connect thousands of apps with no-code automation workflows.

SAML SSO

SAML SSO

Enterprise single sign-on with SAML 2.0 authentication.

Sign in with Apple

Sign in with Apple

Secure authentication using Apple ID credentials.

Sign in with Google

Sign in with Google

Quick sign-in using Google account credentials.

Sign in with Microsoft

Sign in with Microsoft

Authenticate using Microsoft account credentials.

System & Security

Security, data management, and system administration.

Two-Factor Authentication

Two-Factor Authentication

Add an extra security layer with 2FA to protect user accounts and data.

Trash & Recovery

Trash & Recovery

Safely restore deleted items and prevent permanent data loss.

Activity Logs

Activity Logs

Audit system actions, review executions, and troubleshoot issues.

Email to Task

Email to Task

Convert inbound emails into tasks automatically with smart parsing.

Reply to Tasks via Email

Reply to Tasks via Email

Respond to task updates directly from your email inbox.

CSV Import/Export

CSV Import/Export

Bulk import or export data using standard CSV format.

PDF Export

PDF Export

Generate PDF versions of reports, tasks, and project data.

Automated Imports

Automated Imports

Schedule recurring imports from external project management platforms.

Ready to explore all these features?

Start with any template and customize it to match your workflow