From goal to project, with the tasks included
The Projects view holds your running projects. An agent breaks a goal or a set of meeting notes into tasks, sets deadlines and tracks progress.
What you find in Projects
For each project you see the status, the deadline, the client and the tasks below it. With the modules switched on, the team, hours and budget, and invoicing are added.
- Create a project from kick-off notes, with tasks per step.
- Set up a project in one go from a template with fixed steps.
- Ask how your running projects are doing.
These agents work in Projects
Ask in the chat and the agent reads Projects, adds to it or updates it. You see the result right away.
Project manager
Turns goals, meeting minutes and won deals into projects with concrete tasks, a deadline and an owner.
Other views in the same category
Questions about Projects
What is a project template?
A fixed recipe of tasks, each with a deadline relative to the start or deadline of the project, and with an owner. That way you set up a recurring project in one go.
Can a won deal become a project?
Yes. The deal's open tasks move along, and the template is applied on top.
See how Projects fits your work?
In a 15 minute strategy call we look at which agents and views fit your process.