Project Management
Organize work into projects with tasks, phases, milestones, Kanban boards, Gantt charts, and full team collaboration — from simple personal to-do lists to multi-team coordinated projects with shared access, budget tracking, and AI-powered analysis. Your personal dashboard shows every overdue task, every project's completion percentage, and what's due today across everything you're involved in. Built-in burndown charts, labor tracking with per-resource billing rates, and project templates make this a complete project management suite without the complexity.
Features
- ✓ Tasks with assignees, priorities, phases, due dates, and a threaded notes discussion per task
- ✓ Four task views — List, Kanban board, advanced Table with budget columns, and Gantt chart
- ✓ Phases — group tasks into collapsible stages with independent sorting and live completion stats
- ✓ Milestones — key checkpoints with target dates, task-count rollups, and overdue detection
- ✓ Budget & Labor tracking — per-resource billing rates, plan vs actual costs, and phase-level budget breakdowns
- ✓ Task time tracking — start/stop clock or manual time logging, with automatic budget rollups
- ✓ Burndown charts — ideal vs actual task completion with a live today-line
- ✓ Project templates — save any project as a template and stamp out new ones instantly
- ✓ AI Analysis — one-click intelligent project health review covering schedule, budget, risks, and recommendations
- ✓ Project sharing — grant Edit or View access to specific team members
- ✓ Quick Task — add a standalone task from anywhere in the portal without opening a project
- ✓ Personal dashboard — overdue tasks, tasks due today, and recent project progress bars in one view
- ✓ QBE filtering, column customizer, and CSV export on every list view
- ✓ Chat About This List — send any filtered project or task list to the AI assistant for analysis
- ✓ Print reports — Project Summary and Project Detail PDF exports
- ✓ Matter Management integration — link projects to cases or engagements with breadcrumb navigation
- ✓ Document uploads per project — PDF, Word, Excel, images, and more
- ✓ Personal Journal — private notes with Markdown, internal links, image paste, and a Quick Journal button on every screen
- ✓ Full audit trail — every project change, task update, share event, and document upload logged
What sets it apart
Phases with independent sorting
Tasks can be organized into collapsible phases — each phase sorts independently, shows its own task count, and can be reordered relative to other phases. Collapsed phases show a summary like "2 done, 3 in progress."
Task-level discussion threads
Every task has a threaded notes section — team members can leave questions, updates, and context directly on the task. A note count badge on the list shows which tasks have active discussion.
Milestone task rollups
Each milestone shows how many tasks are due before its target date and how many of those are done — e.g., "3/5 done (60%) · 2 to go" — giving you completion momentum at a glance.
Standalone tasks without a project
Not every task needs a full project. Use Quick Task to add personal to-dos that appear in your My Tasks view — no project overhead for simple one-off work.
AI-powered project analysis
One click generates an executive summary, schedule health assessment, budget burn analysis, risk identification, and actionable recommendations — then chat with the AI about the results in plain language.
Gantt charts & burndown tracking
Visualize your project timeline with a Gantt chart showing task bars, phase groups, milestone diamonds, and a today-line. Burndown charts track ideal vs actual completion momentum over time.
Quick Journal from any screen
A journal button on every screen lets you capture thoughts instantly. Entries auto-tag with context (which module and record you were viewing), support Markdown, internal wiki-style links, and image paste.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
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