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Project management

Project management

All of your project information in one place with a workflow you customize.

8 articles
Michelle Lee avatarGeoff Mina avatar
Written by Michelle Lee and Geoff Mina

Projects - work flow views

Easily see exactly where each task is in your work flow.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Create your product and service library

Use your product and service library in agreements, projects, and invoices.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Recurring tasks

Automatically create a task that repeats at a regular interval.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Templates - projects

For the projects that you work on with each client, create a template for easy re-use.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Client project collaboration

Client portal based project management collaboration
Geoff Mina avatar
Written by Geoff Mina. Updated over a week ago

Set price per task

Set up your product/service library. Create a different pricing structure for each task in the same project.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Move or duplicate tasks

Quickly copy a task and its sub-tasks or move a task to another project.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago

Projects, tasks, and sub-tasks

Learn the Hectic™ project management method. Organize your projects into tasks and add detailed subtasks to stay on top of it all.
Michelle Lee avatar
Written by Michelle Lee. Updated over a week ago
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