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Projects, time & invoicingGUIDE

Projects, tasks & time

Turn a won deal into delivered work.

Projects

Create a project from a won deal (manually or via automation). Projects track status, budget, hours, and a kanban task board.

Tasks

Tasks support assignees, due dates, priorities, subtasks, and recurrence. A "My Tasks" view collects everything assigned to you across projects.

Time tracking

Log time with the timer widget or by hand, mark entries billable or not, and review the weekly timesheet. Billable time flows straight into invoices.

Umbrella — Delivery00:42:15
The timer widget stays put while you work; start, stop, or switch projects.
Still need a hand?
Check system status, report a bug, or message the team.