Karim Ben Salah
Linked to a deal, from the sale.
The project you sold is tracked from the deal. It can also start from a ticket, or stay internal.
Projects — A customer project, with progress that computes itself.
Calendar activities, grouped under one project. Status and progress compute themselves.
Trusted by
The problem
A spreadsheet for the project, the calendar for the tasks.
Without Projects
- The project lives in a spreadsheet, the tasks in everyone's calendar.
- Progress gets updated by hand, when someone remembers.
- Nobody sees that one task is blocking the next.
- Delays come to light at the end-of-month meeting.
With Projects
- Project activities are calendar activities.
- Status and progress compute themselves.
- An activity starts when the one it depends on ends.
- Delays show on the project and in the counters.
Connect
The project fits into the rest of the tool.
Linked to the customer, fed by the calendar: nothing gets copied.
The rollout, tracked from the ticket.
The customer opened a ticket. The project that answers it is linked to it, with the people working on it.
Activities from the calendar.
Tasks, meetings, calls, video meetings: in the project and in everyone's calendar.
A process, step by step.
The project page shows the current step of the process.
Progress
One activity done, and the bar moves.
An activity done, a due date missed: the project page and the project list follow on their own.
Finish
Tick an activity, the bar moves
The project status comes from its activities. Nobody types it in.
- Computed status
- Progress as a percentage
- Breakdown by status
- Parents computed too
Spot
Delays show without searching
A due date passes: the activity and the project turn overdue. A missed target end is flagged.
- Overdue activity
- Overdue project
- Target end passed
- “Overdue” counter
Steer
Every project, sorted by status
The project Kanban reads without moving anything. A card changes column when its activities change.
- Kanban by status
- Four counters
- Active, suspended, archived
- Category filter
Views
Three ways to follow the same project.
The List to work, the Kanban for the flow, the Gantt for dates.
List
The list,
grouped by status.Activities grouped by status. Drag one to another group, with the mouse or the keyboard.
- Groups by status
- Drag and drop
- Choose columns
Kanban
The flow
at a glance.One column per status. The parent keeps its computed status.
- Columns by status
- Sub-activities
- Computed status
Gantt
The dates
and what depends on them.One bar per activity, its dependencies, today's line. Dates change in the list.
- Bars per activity
- Dependencies
- Today
Organize
Plan the project in a few minutes.
Sub-activities, dependencies, quick add: the plan is built from the keyboard.
An activity splits two levels deep. The parent turns done when the last sub-activity does.
Mobile app
A deal's projects, on iPhone and Android.
In the app, a deal lists its projects and creates new ones. The full Projects screen stays on the web.
- Each project's status and progress
- Create a project from the deal
- A kickoff task created for the team
- Tap a project to open it on the web
Certifications
Check on CertipediaCertified ISO 27001 and ISO 9001. Check it in the register.
ISO/IEC 27001:2022
Information security
How your data is classified, protected and returned, audited by TÜV Rheinland.
ISO 9001:2015
Quality management
Written processes, checked and reviewed: what TÜV Rheinland comes to audit.
Around projects
Projects work with four apps.
The inventory
Everything inside, and what is missing.
Grey items do not exist yet, or not everywhere (web or phone). We would rather say so than leave it out.
Not yet, or not everywhere
Frequently asked questions
What people ask us before their first project.
The answers, including when they say what is still missing. Your question is not here? Ask it during the demo.
Your next customer project, followed in the same tool.
Create the project from the deal, add the activities: progress computes itself.