Project Board features
What do you get with our tool?
Save time by reducing email communication and benefit team productivity with project and task management tool.
Features in detail
Explore every feature
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Project and Task Management
Create projects, assign tasks, set deadlines, manage budgets, and share files with teams and clients.
- Set up a project in one form. Add the name, description, category, project cost, end date and project files or media.
- Bring in your team and client. The invitation goes to your client and assigned users, and you can add team members now or later.
- Run tasks inside or outside projects. Add tasks under a project within its deadline, or create a separate task for any team member.
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Team Collaboration
Keep everyone aligned with task discussions, notifications, file sharing, and complete activity history.
- Talk inside the task. Each task works as one-to-one communication with your internal team, so task reporting stays in one place.
- Share files with everyone involved. Project files and media sit with the project for your team members and client.
- Keep the whole history. Check the history of any project or task, with its users, client, rating and feedback.
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Role Based Access
Control what managers, team members, clients, and departments can view or manage.
- Create roles that match your organization. Add roles like manager or marketing, or project manager, web developer and web designer for an IT company.
- Choose what each role can do. Give access to add or edit projects, tasks and users, or to create invoices.
- Fit every department. An HR company can add a hiring manager, accountant or placement cell, each limited to their part of the work.
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Project Invoicing
Create advance, milestone, and final invoices with online payment tracking and PDF downloads.
- Create an invoice in a few steps. Pick the project, add a description and amount, more line items, tax or discount, and your terms.
- Bill in stages. Raise more than one invoice per project, such as an advance, a milestone or task invoice, and a final invoice.
- Get paid online. When the client pays, the status changes to paid automatically. You can also mark a payment manually and print the PDF.
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Reports and Dashboards
Track project progress, tasks, costs, business performance, and team productivity from one dashboard.
- Hours vs cost. Compare estimated and actual hours, and estimated and actual cost, month by month.
- Business, projects and tasks. See billed, paid and remaining amounts, plus active, completed and pending work against last month.
- Star performers and client feedback. Find the star performer of the month, user ratings from 1 to 5 stars, and client feedback.
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Automation and Feedback
Use auto-close, duplication, ratings, feedback, and mobile access to streamline project delivery.
- Auto close on the end date. With auto close on, a project or task closes on its end date and moves to feedback and user evaluation.
- Ratings, feedback and duplicates. Completed work shows its rating, feedback and history, and any project or task can be duplicated with the same dates.
- Work from any device. Project Board is available on any device, with your tasks synchronizing in real time.
