How It Works
Overview
  • Mini-calendar shows project and task deadlines
  • Stay up to date on the latest discussions
  • Track your active tasks across projects
  • Customize colors and logo to match your brand
  • Find everything quickly with search function
Projects: Summary View
  • See quick summary or detailed task status across all projects
  • Keep track of current status, who's working on what, and when it's due
  • Track projects by client or status, sort by due date, owner, or project
  • Stay under budget with automated time and budget tracking
Projects: Tasks, Files, and Comments
  • Limit project access to a specific client and team members
  • Add tasks with due dates and assign to team members
  • Share files, create and revise documents online
  • Comment on project issues, keep discussions in one place
  • Reuse common projects and tasks as templates
  • Log time spent on tasks, set task estimates
  • Get notified of project updates, reply to comments by email
Time Tracking: Task Timer and Direct Time Entry
  • Track time easily in two convenient ways
  • Use the built-in timer to automatically track time against tasks while you work
  • Switch to assigned tasks with one click
  • Or log time entries against a task after the work is completed
Time Tracking: Reports
  • Report time by client, team member, or project for any time period
  • Print time reports for monthly billing, or export to Excel
  • Integrate with accounting software, including QuickBooks and FreshBooks for easy invoicing
  • Makes billing and invoicing easier and more reliable
Databases
  • Create custom lists to track leads, contacts, and more
  • Or import lists from any spreadsheet
  • Saved searches keep everything within reach
  • Export to Excel to use in other software
Calendar
  • Limit views to only items to which each team member has access
  • Share project and task deadlines
  • Subscribe to project dates from Outlook and Google Calendar
Email Integration: Reminders, Notifications and Dropboxes
  • Get notified of project updates, configurable by company
  • Send tasks and comments to a project dropbox by email
  • Send a reminder to assigned person when a task is due
  • Reply to comments by email - without logging in
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