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**Projects and Tasks | Team Comms and Workload | Knowledge management | CRM, sales, and people | Client portals |** **Financial management | Dashboards**
Tracking goals and milestones: Track projects effortlessly with automated goal setting, milestone monitoring, and early warnings if projects go off track.
Deadline management: Stay ahead of deadlines with alerts and updates to prevent missed due dates.
Automatic task progression: Short doable to-do lists are the foundation of getting things done. The next task remains hidden until the current task is done.
Recurring tasks and workflows: Businesses usually have many collections of tasks that often get repeated to achieve outcomes. This setup makes repeated processes reliable.
Project dashboard: See everything you need to know about a project at a glance. Smart timeline, upcoming tasks, all project and task files, in convenient views.
Departments: Each department has its own page. This makes it easy to manage projects and team workload.
Communication and meetings: All communication is linked to what it is about. This system is designed to support deep focus while never missing anything. Reduce your tech-stack and subscriptions.
Automated reporting: A wide range of views on your dashboard prevent time being lost communicating and meeting.
SOPs, policies, and tutorials: These are living documents that are right there where you need them, and easy to manage and request changes to.
Files: By connecting files to Tasks, Projects, Businesses, and more, the information is always available where you need it.
Staff training: Use the staff training tool to create training packages, and assign them to staff. Then easily see what training staff have completed.