Product
Sales
Pipeline, contacts and forecasting
Support
Tickets, SLAs and email
Projects
Boards, tasks and templates
Revenue
Proposals, invoices and billing
Engage
Live chat, forms and leads
Who it is for
Ten setups, one product
Trades and field work
Electricians, plumbers, builders, roofers
Motor and workshop
Garages, tyres, bodyshops, recovery
Professional services
Accountants, solicitors, surveyors
Health and wellbeing
Clinics, physios, salons, vets
Creative and digital
Agencies, studios, freelancers
Property
Estate and letting agents, management
Education and training
Trainers, tutors, instructors
Events and hospitality
Caterers, venues, weddings
Retail and products
Shops, wholesale, makers
Small business
Startups and everyone else
See all business types
A hundred trades, and what each one starts with
Pricing
About
Beta
Contact
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Join the beta
Help centre
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Projects and tasks
Projects and tasks
Delivering the work once it is won: boards, sections, tasks, dependencies and files.
How projects work
The difference between a deal and a project, what a board is, and which view to use when.
Creating a project
Starting a piece of work, linking it to the deal that won it, and using templates so you stop rebuilding the same plan.
Sections
Grouping tasks inside a project, renaming a section, and what happens the first time you edit one.
Working on a task
Every field on a task, subtasks, comments, and what the card badges are telling you.
Dependencies and milestones
Saying that one task waits on another, and marking the dates that matter.
Attaching files to tasks
Putting the drawing, the photo or the signed-off copy next to the task it belongs to.
Sharing progress with a customer
Sending a private progress page instead of writing the same update email every Friday.
The task list and its columns
Editing tasks in place from the list, and what each column shows.
