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Projects & Tasks · 19

The work, against the people who are actually free.

Projects run on the same employee record as leave and attendance, so workload knows who is on leave next week without being told twice.

The project board with tasks arranged in columns by status.
What it replaces
  • A separate project tool with its own user list
  • Assigning work to someone already on leave
  • Status updates gathered in a weekly meeting
What it does
  • Kanban boards with a project rail, plus a list view
  • Tasks with subtasks, comments and @mentions
  • Calendar and timeline views of the same work
  • Workload view across the team
  • Project files and an activity trail
  • Assignments land on the board instantly, with a notification
Reads · Writes
201 File & Recordswho can be assigned workLeave Managementwho is away, for workloadGoals & Reviewstask completion as review evidenceReports & Analyticsproject throughput and utilisation

One record. Nothing here is re-entered.

The project timeline showing tasks across dates.
The workload view showing assigned tasks per team member.
Availability

Included on Standard & up.

On any other plan it is available as the Projects & Tasks add-on — you never have to change plans to switch on one service.

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