Projects with context, tasks with follow-through

Projects that tell you how they are doing

Each project carries a code, status, health indicator, budget and target dates, plus a free-form summary and explicit next steps. A glance at the project list tells you what is on track and what needs attention.

• Status and health fields for honest reporting
• Budget and timeframe per project
• Next steps with due dates so nothing stalls
• Link projects to the client company they belong to

Tasks where work actually happens

Create tasks inline while writing meeting notes, from a project board, or from the global task list. Each task tracks status (todo, doing, blocked, done), priority, assignees and due dates — and remembers where it came from.

• Kanban board or list view per project
• Blocked tasks carry a visible blocked reason
• Source tracking: see which meeting or note created a task
• Global task overview across all projects

The whole story in one place

Open a project and see its meetings, tasks, notes, opportunities, timesheets and invoices in one linked view. When a client asks 'where are we?', the answer is one page, not five apps.