Projects
Plans your team actually follows — tied to the client, the money and the conversation.
- In every plan
- Connected to every other module
Projects is where delivery happens. Each project has its tasks, people, files, costs and its own chat room, and it renames itself for your industry — Jobs, Cases, Engagements, Campaigns, Treatment Plans, Routes.
What Projects is made of.
In the app: Workspace › Projects. These are the pages you will find there.
Overview
What is on track, what is late and what is blocked across every project.
Manage
The projects themselves — tasks, boards, files, costs and chat.
Analysis
Throughput, workload and where delivery slows down.
People
Who is working on what, and who is overloaded.
Settings
Statuses, templates and project defaults.
What this looks like on a normal day.
The whole job in one place
Tasks, milestones, files, costs and the project’s own conversation sit together, so nobody asks where something is.
- Kanban, list and timeline views
- Milestones and task dependencies
- Project chat and project files
Costs next to the work
Track what a project is costing as it runs and connect it to invoicing in Finance.
- Job costing per project
- Linked to CRM clients and Finance
- External collaborators invited per project
Your words, not ours
A law firm sees Cases, an agency sees Campaigns of Deliverables, a logistics company sees Routes of Stops. Same engine, your vocabulary.
- Industry vocabulary for projects and tasks
- Donna can turn a plan into tasks
- Automations can create and move work
Who leans on projects most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through itThe modules this one talks to most.
Workspace
Workspace
Where the work gets planned, done, written down and kept.
Workspace
Whiteboards
Think it through together on an endless canvas.
Workspace
Timeline
What happened across the organisation, who did it, and how long it took.
Clients & Business
CRM
Every client, every conversation, every deal — one honest history.