Keep delivery on track and catch problems early

Workflows create a common language across your team — everyone knows what each stage means, and moving work forward is a single drag-and-drop.

• Create a workflow that reflects your delivery process (e.g. To Do → In Progress → Review → Complete).

• Apply the same workflow across multiple projects for consistent reporting and visibility.

• Set automations that trigger when tasks move between stages, such as notifying reviewers or flagging blockers.

• Save workflows into your project templates so every new project starts with the right structure.

Dependencies make sequencing explicit and prevent scheduling conflicts before they happen — so teams aren't reworking deliverables that relied on something unfinished.

• Add task dependencies to define what must be completed before other work can begin.

• Use the Timeline to see how tasks connect and adjust dates by dragging directly in the view.

• Export a Timeline PDF for client updates or project reviews.

Task-level communication means context follows the work. Anyone can pick up a task and understand exactly where it stands, without hunting through inboxes.

• Log updates, decisions, and blockers directly in task comments rather than in chat or email.

• Use @mentions to notify teammates or clients when their input or action is needed.

• Enable notifications for key events like status changes, overdue tasks, and new comments so the right people stay informed.

Time logged as tasks are completed is accurate. Time reconstructed on Friday afternoon isn't. The difference shows up directly in your profitability reporting.

• Log time directly on tasks to capture effort as work progresses.

• Mark time as billable or non-billable at the point of logging — don't leave it to be corrected later.

• Compare estimated vs. logged time regularly to identify tasks that consistently take longer than planned.

Stakeholders who don't hear anything assume everything is fine — until it isn't. Regular reports build confidence and surface risks while there's still time to act.

• Use the Project Health Report to summarize progress, milestones, and any risks or blockers.

• Include metrics like completed tasks, logged time, and budget status so reports are data-driven, not narrative.

• Share updates with clients and stakeholders on an agreed schedule.

• Use the Project Dashboard as a real-time snapshot between formal reports.