Projects that run on the same customer record as everything else

Creating a project Start a project from scratch, from a template or from an accepted quote, and choose how it is billed and what its budget is. Phases, tasks and dependencies Lay out a project in phases, add tasks with assignees, estimates, checklists and files, talk with @mentions, link tasks that wait on each other, and turn tasks into tickets and back. The board, the timeline and My work See a project's tasks as a board by status or phase, plan dates on the timeline with dependency arrows, and work through your own tasks and tickets in My work. Project templates The six starter templates, building your own plan with tasks timed from the start, assignee rules by owner, person or skill, and template tasks that run a script or deploy software through the agent. Time, budgets and billing Log time against project tasks, bill time and materials or fixed price milestones through your invoices, read a project's financials and profitability, and track slip against a baseline. Project team and resource planning Give a project its team with roles, plan each person's hours week by week, spot people booked beyond their working hours, and find projects that still need people. Projects in the customer portal What your customers see of their projects in the portal, how they sign off or decline milestones, comment on shared tasks and download a status report, and the close survey they get at the end. Project reports and status summaries Reports > Projects for profitability, budget burn, late tasks and utilisation, close survey results, AI status summaries on demand and weekly, and automation rules that act on projects, tasks and milestones.