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Projects & Task Tracking

One place to manage client deliverables, milestones and deadlines

Stop letting client tasks get buried in chat messages. Plan project stages, track team deadlines, share progress with clients, and bill completed work without retyping.

Milestones & stagesClient share linksMilestone billing from quotes

How it works

Step by step, without the manual busywork

1

Set up project milestones and deliverables

Create client projects with clear stages (Planning, Design, Production, Review, Completed). Define deliverables and checklists so everyone knows what done means.

2

Assign tasks with due dates and priorities

Assign tasks to team members with start dates, deadlines, and dependencies. Visual status columns keep team priorities obvious.

3

Share live progress with clients without giving logins

Generate secure, read-only share links for clients. Clients can see live project milestones, review work, and approve deliverables on their phones.

4

Turn payment milestones into GST invoices

Split an accepted quote into payment milestones, then raise a GST invoice for each one as it falls due. Client details and rates carry over.

Built for your business

Built for teams delivering client commitments every week

Design & Tech Agencies

Keep developers, designers, and project managers aligned across multiple simultaneous client accounts.

Consulting & CA Firms

Track filing deadlines, client audit stages, and annual statutory compliance checklists.

Contractors & Fit-out Teams

Manage site progress, material delivery dates, and subcontractor milestones on mobile.

Marketing & Content Teams

Coordinate campaign calendars, social deliverables, and client approval rounds.

Frequently asked questions

Everything you need to know about projects & task tracking

Do clients need to create an account to view project progress?
No. You can generate secure, private share links that allow clients to view project timelines and approve deliverables on any mobile or desktop browser without logging in.
Can I track billable hours or milestone fees?
Yes. You can attach fixed milestone fees or track time spent per task, and roll those numbers directly into client quotes and GST invoices.
Can I duplicate recurring project templates?
Yes. Save standard workflows as reusable templates (e.g. 'Website Launch', 'Client Onboarding', 'Audit Review') and spin up new projects in seconds.

Deliver client projects on time, every time

Keep your entire team aligned and make client updates effortless.

14-day free trial · No credit card required · Set up in minutes

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