Project Management
Plan, assign, and track all customer-related project tasks in one place. Ensure smooth execution with milestone tracking and team collaboration tools.
Project Creation & Setup
Create structured customer projects with defined goals, timelines, resources, and stakeholders to ensure successful delivery.
- Project Templates
- Define Project Scope
- Project Start & End Dates
- Resource Assignment
- Budget Allocation
- Client & Team Mapping
Task Assignment & Work Breakdown
Break down projects into manageable tasks, assign owners, set timelines, and track completion with full accountability.
- Task Creation
- Owner Assignment
- Priority Levels
- Deadlines & Dependencies
- Task Progress Tracking
- Subtasks & Checklists
Milestones & Timeline Tracking
Track major project milestones and visualize your entire project timeline to ensure timely delivery and aligned expectations.
- Milestone Definition
- Timeline Visualization
- Progress Tracking
- Deadline Alerts
- Milestone Dependencies
- Project Health Indicators
Document Sharing & Collaboration
Share documents, proposals, plans, and files with your team and clients to enable smooth communication and collaboration.
- File Upload & Storage
- Document Versioning
- Internal Notes & Comments
- Client File Sharing
- Secure Access Controls
- Collaboration Threads
Project Progress & Performance Reports
Monitor overall project performance with real-time dashboards, workload reports, milestone summaries, and productivity insights.
- Project Dashboard
- Milestone Completion Reports
- Task & Resource Utilization
- Timeline Performance Analytics
- Client Delivery Reports
- Team Productivity Metrics