Projects

An agency is redesigning catalogues for two customers at once. Each lead needs to see what is holding up delivery and which tasks remain open.

Define the project

Create a project for each assignment and identify the customer, deadline, owner and team. Break delivery into verifiable tasks such as approving artwork and preparing final files.

Read progress

Switch between the list and Kanban board to track projects by status. The project preview shows the deadline and progress based on tasks. Check open tasks for the next deliverable.

Prepare delivery

Check outstanding approvals and recorded hours before closing the project. Compare services to invoice against the customer's agreed terms.