Project Management — Project management software with AI, Gantt and timesheets

Project Management is for delivery teams, consultancies, contractors and in-house programme offices that need one place for backlog, board, schedule, time and budget. It replaces a mix of spreadsheets, a kanban tool and a separate timesheet, and it shares people, deals, documents and hours with the rest of the suite. It brings four ways of working plus Scaled Agile when you switch it on, 20 industry templates, delivery forecasts with confidence dates, client status pages and optional AI that proposes while people decide.

Last updated 8 November 2026

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Step-by-step guides for every role

169 features in 17 areas · works with 17 other modules · 12 team workflows

Full feature list

Starting and organising projects

Create a project, choose how your team works, and start from a ready-made plan instead of an empty board.

Create a project from a short form — Create a project from the All projects page with a short form (name, icon, colour, owner, optional template, start and due dates), or follow the guided steps: choose how the team works, choose a template, then name the project. The owner is picked from a searchable list of your users and defaults to whoever creates the project.For: Project manager, Tenant administrator
Ways of working to choose from — Pick Simple (a shared checklist), Kanban (continuous flow), Scrum (sprints) or Waterfall (phases and sign-offs). A fifth, Scaled Agile (SAFe), is offered only once an administrator switches it on. The choice decides which tabs a project shows, so a small team is not buried in schedule tools it does not need.For: Project manager
Change the way of working later — Switch a project from one way of working to another in its settings. Tasks, sprints and time entries are kept. If you apply the new method's defaults, the screen first lists which tools will appear and which will be hidden, and hidden tools keep their data.For: Project manager
Switch single tools on or off per project — Beyond the way of working, a project can switch individual tools (such as sprints, timeline or baselines) on or off. The settings screen offers the work item hierarchy switch; the other tools are changed through the AI Copilot or the integration API.BetaFor: Project manager
20 ready-made project templates — Templates cover agile software, marketing campaigns, construction jobs, consulting engagements, general Kanban, general Waterfall, hotel pre-opening and renovation, store opening, product launch, new-product stage gates, plant work orders, clinical-trial sites, aircraft maintenance checks, oil and gas packages and shutdowns, government contracts, public tender bids, events and objectives tracking. Every template has an Arabic name.For: Project manager, Tenant administrator
A template brings real structure with it — Choosing a template creates its board columns, custom fields and automation rules together with the project. Applying it again does not duplicate anything, and a problem in one part does not stop the rest from landing.For: Project manager
Starter templates matched to your industry — Each workspace receives the general templates plus those for its own industry as starter copies. Starter templates are kept as a stable reference and cannot be edited or deleted; build your own template to change anything.For: Tenant administrator, Project manager
Build your own templates — Create a template with its own columns and labels from the Templates page, edit it or remove it. Through the AI Copilot or the integration API a template can also carry custom fields, saved views and automation rules. Separate permissions control who may create, change or delete templates, and only templates your team created can be changed or deleted.For: Tenant administrator, Project manager
Starter content on the first visit — A new workspace opens with a Getting started project whose tasks teach the setup steps, plus a clearly labelled sample Scrum project with an active sprint, so boards and reports show data from the first visit. The sample can be archived at any time.For: Tenant administrator, Project manager
Set or change the project owner — A project's owner can be changed from its settings. The owner is who is alerted about risks and completed work, and the only person who can create the project's client links.For: Project manager, Tenant administrator
Projects as cards or as a board — The all-projects page shows cards with progress, health and budget burn, plus a strip of tiles for active, at-risk, total budget and average progress. A board view shows any project's work as columns.For: Project manager, Manager
Archive projects — Archiving hides finished projects from active lists without deleting history. Archived projects stay reachable through the Archived filter. Several projects can be archived in one step through the AI Copilot.For: Project manager
Search projects and tasks — A search box on the projects page narrows projects by name, code and owner, with a status filter. Searching task titles across every project you may see is available through the AI Copilot.For: Project manager, Project member, Manager
Walk from project to project — On a project page, previous and next arrows step through the projects you can see in the same order as the portfolio, worst health first.For: Project manager, Manager
Mark favourite projects — Star the projects you open every day. Favourites are remembered in your own browser.For: Project manager, Project member
Duplicate a task — Copy a task, including its details, to create a similar one in seconds. There is no button for it yet; ask the AI Copilot.BetaFor: Project manager, Project member
Start a project from a won deal — From a won deal in CRM, create a project that carries the deal's name (with the customer in front), amount as budget, currency and owner. A workspace can instead switch on automatic creation, once per deal, when a deal is won; it is off by default.Works with: CRM & Sales PipelineFor: Sales manager, Project manager
Import a project plan (Microsoft Project, Jira, CSV) — Import a Microsoft Project XML plan, a Jira CSV export or any CSV whose columns you choose into a project: tasks keep their hierarchy (outline or parent), durations or estimates become estimated hours, links are kept (Microsoft Project keeps FS/SS/FF/SF and lag; Jira "Blocks" becomes finish-to-start) and people are matched to users by e-mail. A check step shows counts, who was matched and who was not, and any errors before anything is written; importing the same file again does not duplicate.For: Project manager, Tenant admin
Import a plan as a brand-new project — From the Projects list, choose a Microsoft Project, Jira or CSV file and the project is created and filled in one step: named by you or by the plan, dated from its tasks, with hierarchy, hours and links. Everyone given work joins the project's team and the progress figures are worked out. A file that cannot be imported leaves no empty project behind.For: Project manager

Tasks and work items

Capture every piece of work with an owner, a date and an estimate, and break big work into parts.

Tasks with owner, priority, dates and estimates — Each task carries a title, description, assignee, reporter, priority, start and due dates, estimated hours and story points. It moves through backlog, to do, in progress, in review and done, or is marked blocked, following the project's allowed moves. Once a task is done, its dates, effort and assignee are locked.For: Project manager, Project member
Subtasks and parent progress — Tasks nest under parents, and a parent's progress is worked out from its children. A recalculate action repairs any difference between the project header and the task tally.For: Project manager, Project member
Work item types and an Epic-to-Task ladder — Define the kinds of work you track, such as Epic, Feature, User story, Task and Bug, with a seniority level for each. You can optionally enforce that a child always sits under a more senior type, and the error names both types when it does not.For: Project manager, Tenant administrator
One-click vocabularies for your industry — Install a whole set of work item types at once: agile software, construction, consulting, marketing or general. Your own edits are kept when you apply a set again, and the project remembers which set you used.For: Tenant administrator, Project manager
Breakdown tree with roll-ups — See epics, features, stories and tasks nested as a tree with progress per container, search, expand all, and a Move under action to re-parent work safely.For: Project manager
Checklists inside a task — Add checklist items, tick them off, edit, reorder and delete them. Checklist completion feeds the project's overview numbers.For: Project manager, Project member
Labels shared across projects — Tag tasks with colour labels from a shared catalogue (eight starter labels such as Bug, Blocked and Urgent come installed) and add your own. Labelling up to 200 tasks in one action is available through the AI Copilot.For: Project manager, Project member
Custom fields on tasks and projects — Add your own fields to tasks and projects. Text, long text, number, money, rating, date, date and time, tick box, link, e-mail, phone and single choice have proper inputs and are checked when saving, with required fields enforced. Multiple choice, person, relation, file and calculated fields can be defined but still use a basic entry box.For: Tenant administrator, Project manager
Calculated fields — A calculated field works out its value from the task's other number fields, such as a score or a weighted estimate, and cannot be typed over. The values are worked out on request through the AI Copilot or the integration API; they are not recalculated automatically.BetaFor: Project manager
Dependencies between tasks — Link tasks as finish-to-start, start-to-start, finish-to-finish or start-to-finish, with an optional lag in days. A link that would create a loop is refused.For: Project manager
Recurring tasks — Give a task a repeat rule: daily, weekly, every two weeks, monthly or yearly. When it is completed, the next occurrence is created automatically. Richer rules such as every second Tuesday, or counting from the completion date instead of the due date, are set through the AI Copilot or the integration API, and a series that has run out simply stops.For: Project manager, Project member
Assign work and reassign it — Assign or reassign a task to a colleague in one action from the task, the board or the team planner. The new assignee is alerted by default; the project owner can turn that off.Two or more peopleFor: Project manager, Manager
Update many tasks at once — Select several tasks and change their stage, assignee, priority or other fields in a single step.For: Project manager
Comments with @mentions — Discuss a task in its comment thread. Mentioning a colleague adds them as a follower of the task, and the task's assignee gets a reminder in Activities for each new comment. People who cannot post see why instead of a box that fails.Works with: Activities WorkspaceTwo or more peopleFor: Project manager, Project member
Follow a task — Follow or unfollow any task. People who comment or are mentioned follow automatically, and followers are told when the task completes once the project owner has chosen Everything.Two or more peopleFor: Project manager, Project member
Attach files from your document library — Attach documents to a task from the document library. The files stay in one place and are shared rather than copied.Works with: Document ManagementFor: Project manager, Project member
Task activity feed — Every task shows a running feed of status changes, assignments, labels, checklist ticks and comments, newest first.For: Project manager, Project member
Stage history and rework detection — Every move between board columns is recorded with who and when. The project's Analytics tab lists tasks that keep going backwards or being reopened, so you can find the work that will not stick; the thresholds are settings.For: Project manager, Manager
Per-person estimates and accuracy report — Record each person's own estimate on a task, and compare actual hours with estimated hours to see whose estimates run optimistic. There is no screen yet; use the AI Copilot or the integration API.BetaFor: Project manager
Full-featured new work item dialog — Create a work item with type, parent picked from real containers, priority, assignee, sprint, points and due date in one dialog.For: Project manager, Project member
Delete a task — Delete a task you no longer need from the board; deleted tasks leave the lists and reports.For: Project manager
Tasks appear as to-dos in Activities — When a task is created or completed, a to-do is created in the Activities workspace for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.Works with: Activities WorkspaceTwo or more peopleFor: Project member, Project manager
Status choices follow the project's template — Where the project's template has its own task states, the status pickers offer them next to the standard ones. A template can route a move on purpose, such as a quality gate before done, and moving a blocked task on is judged from where it was before it was blocked.For: Project manager, Team member

Boards, lists, calendars and my work

See the same work as a board, a list, a spreadsheet or a calendar, and find what is yours.

Kanban board with drag and drop — Move cards between columns by dragging, select several cards and move them together, and undo the last move. Moves are saved at once and recorded in stage history.For: Project manager, Project member
Group the board by anything — Group columns by stage, status, priority, assignee, type, epic, feature or sprint. Dropping a card on another column changes that attribute, for example re-parenting under another epic or committing to a sprint.For: Project manager
Swimlanes — Add rows over the columns, for example one lane per epic across stage columns, to see where each epic's work is in the flow. A drop changes both attributes at once.For: Project manager
Column limits that flag overload — Set a work-in-progress limit on a column. The board shows count against limit and highlights a column that goes over, so a team notices when it takes on too much.For: Project manager
Edit board columns — Rename columns, set colour and limit, say what each column means (open or done), reorder them and add new ones. A column that still holds tasks cannot be deleted by mistake.For: Project manager
List with outline grouping — A list view groups work as an outline, epics then features then stories, with done counts and a progress bar on every header, or as flat lists grouped by stage, assignee, priority or sprint.For: Project manager, Project member
Spreadsheet grid for large projects — A dense grid edits title, assignee, stage, priority, dates, estimate and progress in place, and is meant for long task lists. Column choices are remembered in your browser.For: Project manager
Calendar and agenda — See tasks on a month grid by due date or as a day-by-day agenda, filter by type or epic, and click a crowded day to open it.For: Project manager, Project member
Views you can bookmark and share — The tab, sprint filter, calendar position and timeline zoom are kept in the web address, so a refreshed page or a shared link opens exactly the same view.For: Project manager, Project member
Team planner across projects — Rows are people and columns are days. Drag a task to another person to reassign it, drag a bar's edge to change its dates, or drag across empty space to plan new work.Two or more peopleFor: Project manager, Manager
My tasks — One list of every open task assigned to you across all projects, with a separate list of what you have completed.For: Project member, Project manager, Employee
Due this week and Overdue — Two focused pages list everything due in the next seven days and everything late and still open, across projects.For: Project member, Project manager, Manager
Shared with me — Lists the projects where you are on the roster but are not the owner.For: Project member
Projects start page — A start page shows your key numbers, open tasks, quick actions and report shortcuts when you enter Projects.For: Project manager, Project member
Saved task views — Save a filtered, sorted view of tasks for yourself, a project or the whole workspace. Sharing a view needs its own permission. There is no screen for this yet; it is available through the AI Copilot and the integration interface.BetaFor: Project manager
Ask for tasks in plain language — Describe the tasks you want in everyday words and the assistant turns it into a validated filter that is checked before it is used. If it cannot understand part of your request it says so. Available through the AI Copilot and the integration interface.BetaWorks with: AI CopilotFor: Project manager

Agile planning and sprints

Groom a backlog, commit to a sprint, and learn how much your team really delivers.

Ranked backlog — List the work not yet in a sprint in priority order. Drag to re-rank, change priority inline and quick-add items with a type and priority.For: Project manager
Sprint planning with capacity — Pick a sprint and see capacity against committed and completed points, the top of the backlog with one-click commit, and Start and Close.For: Project manager
One sprint at a time, enforced — A project can have only one active sprint. Starting a second is refused with a clear message, and a closed sprint takes no new work.For: Project manager
Closing a sprint records velocity — Closing a sprint works out its completed points. Unfinished work can be rolled into the next sprint or back to the backlog in one click.For: Project manager
Sprints and milestones you can edit — Rename and reschedule sprints and milestones, set capacity, show or hide closed sprints and see counts of planned, active and closed sprints at the top.For: Project manager
See what a sprint is made of — Expand any sprint to see its committed work grouped under epic and feature, with points and done items struck through. An epics-across-sprints card shows which sprints each epic spans.For: Project manager
Sprint report — One report per sprint shows commitment against done, work carried over, and breakdowns by type, person and priority. There is no screen yet; ask the AI Copilot or use the integration API.BetaFor: Project manager
Burndown, burn-up and velocity — Track a sprint's burndown, the cumulative burn-up of done against scope over twelve weeks, and rolling velocity across sprints.For: Project manager
Cumulative flow diagram — See how many items sit in each stage over time to spot bottlenecks building up.For: Project manager
Milestones with due-date badges — Create milestones with English and Arabic names, link tasks to them and mark them complete. The list shows overdue and due-in badges.For: Project manager
Workload matrix — A grid of people against sprints shows who is loaded, who is over capacity and who is free for new work, with a capacity slider to re-judge the threshold.For: Project manager, Manager
Scaled Agile program increments — Plan program increments, set committed and stretch objectives, see a program board and measure predictability the Scaled Agile way, so padding the commitment cannot hide misses. Off by default and enabled per workspace; there is no dedicated screen yet, so it is used through the AI Copilot and the integration API.Optional — switch it on in SettingsFor: Project manager

Scheduling and delivery forecasting

Plan against real dates, see the critical path, and put an honest probability on your deadline.

Timeline (Gantt) from real dates — Bars sit on the calendar from each task's own start and due dates, with zoom by day, week, month and quarter, milestone diamonds and a today marker.For: Project manager
Dependency arrows you can draw — Drag from one bar to another to link them, and click an arrow to remove it. All four link types can be recorded.For: Project manager
Critical path highlighted — The longest chain of linked work that decides the end date is calculated and drawn in red, and loops are detected. Task lengths come from estimated hours (eight hours is one day, and a task with no estimate counts as one day), and every link is treated as finish-to-start with its lag.For: Project manager
Drag bars to reschedule safely — Drag a bar or its edge to move or resize a task. If a colleague changed the same task meanwhile, the move is refused instead of silently overwriting their work.For: Project manager
Live updates for everyone on the timeline — When one person reschedules, everyone with the timeline open sees the bar move without refreshing.Two or more peopleFor: Project manager
Baselines and comparison — Capture a named snapshot of the plan before a scope change, overlay it on the timeline and compare it with the current plan later. Baselines are never edited, only added.For: Project manager
Delivery forecast with confidence dates — Runs 10,000 simulations on the project's own weekly completion history and scope growth, then shows the dates at 50, 70, 85 and 95 percent confidence and the chance of hitting the due date. It needs at least three weeks of history, labels a forecast with fewer than six weeks as thin, and shows no dates when there is too little history. It sits on the project's Analytics tab.For: Project manager, Manager
Watch the forecast move — The forecast is saved each day it is viewed, so you can see the date slide week after week, which is the earliest warning a programme gets.For: Project manager, Manager

Resource planning

Ask for people by role or skill, book them, and see who is free before anyone is over-booked.

Request a role or skill for a project — A project manager asks for a role, optionally with a skill and a minimum level from the HR skills list, at a share of someone's time for a period. The resource managers are told.Works with: HR ManagementTwo or more peopleFor: Project manager
People who match, with their free time — For a request, the resource manager sees the people who hold the skill at the level, the busiest share each already has over the period, what is left, and whether it covers the request. Best match first.Works with: HR ManagementTwo or more peopleFor: HR manager
Book a person, firm or pencilled in — Book a person on a project at a share of their time for a period. A committed booking puts them on the project so they can log time at once; a pencilled-in one can be confirmed later. A request is filled once its bookings cover what it asked for.Two or more peopleFor: HR manager
Warning before someone is over-booked — A booking that takes a person above the company's limit (100% unless changed) is saved and says on which day and how far. Team load shows everybody by week and marks the red ones.For: HR manager, Project manager
Cancelling a booking gives the time back — Cancelling releases the person's capacity at once and reopens the request it was filling. A person the booking added to the project leaves it again when nothing else keeps them there.For: HR manager
My bookings — Anyone who works in Projects sees what they are booked on, from today on, and can log time to those projects straight away.For: Project member

Time tracking and timesheets

Measure real effort with a timer, plan the day, and get timesheets approved before they reach finance.

Timer on any task — Press play on a task to start a timer that counts in the top bar. The clock runs on the server, so closing the browser or putting the laptop to sleep does not change the hours recorded, and a running timer can be discarded.For: Project member, Project manager, Employee
One running timer per person — Starting a second timer stops the first and records it, and tells you so. A single stint is capped at 24 hours, and a clamped stint is flagged instead of booking a long weekend by accident.For: Project member
Manual time entries — Log hours against a task for a date, mark them billable with a rate and add a description. Future dates and zero hours are refused.For: Project member, Project manager
My day plan — Pick today's tasks and how long you expect each to take, then watch planned against actual fill in as you work. Unfinished items can be carried over to tomorrow.For: Project member, Employee
Weekly timesheet and submit — Review your week in a project-by-day grid and submit all draft hours for approval in one click.Two or more peopleFor: Project member
Approve or send back time — Anyone holding the approve-time right (project managers, managers, accountants and administrators) sees submitted hours on a project's Time entries tab and approves them or sends them back with a reason. Approved hours cannot be edited, and only the author can delete their own drafts.Two or more peopleFor: Project manager, Manager, Accountant, Tenant administrator
Time entries tab per project — Every project has a Time entries tab listing its time entries with state, person and hours, and approve or reject buttons on submitted rows. Project members see their own entries.For: Project manager, Manager, Accountant
Daily hour limit — When a workspace sets a daily hour limit, the timer pill shows progress against it and the weekly timesheet flags a week over five times the limit. It is off until a limit is set, and there is no settings screen for it yet.Optional — switch it on in SettingsFor: Tenant administrator
Utilisation report — Shows billable hours against available hours per person, where available hours are working days (Saturday and Sunday excluded) times your hours per day, less approved leave. An Excel export is available through the integration API.Works with: Time & AttendanceFor: Project manager, Accountant
Approved time becomes cost — Approved hours flow to accounting as project cost and billable lines, and the entry is marked posted once the ledger has it.Works with: Accounting & E-InvoicingTwo or more peopleFor: Accountant, Project manager
Project time joins clock time — Hours recorded with the task timer appear in the weekly timesheet in Time & Attendance next to clocked hours, with project, task, client, billable flag and rate. Hours entered by hand join it once approved, and a rejected entry is removed from it.Works with: Time & AttendanceFor: Employee, Manager
Rate cards: bill and cost rates — Set what an hour is billed at and what it costs, by person, rate role, project or customer, with start and end dates. An hour logged on a billable task takes the most specific rate that applied on its date (project, then person, then customer, then role) and keeps it: changing a card later never moves an hour already logged, and an approved hour is frozen. An hour with no rate shows no rate and is never billed at zero. People get a rate role (like Senior engineer) on the Rates screen. Needs the Rates permission and the Rate cards switch (Settings, Features, Project management).For: Project member, Project manager, Employee

Budgets, cost and profitability

Know what a project costs and earns, and say honestly when a number is not known yet.

Project budget and currency — Give a project a budget and a currency. The projects list shows budget burn, which counts approved hours at their billable rate against the budget, so overspending is visible at a glance.For: Project manager, Accountant
Project profit and loss — Shows cost from approved hours priced at your labour cost rates, billable value of approved hours, revenue from issued invoices tagged to the project and the resulting margin. Margin shows as unknown rather than a made-up zero when cost or revenue is missing.Works with: Accounting & E-InvoicingFor: Project manager, Accountant
Excel export of project profit and loss — Download a project's profit and loss as an Excel file for board packs and finance reviews.For: Accountant, Project manager
Earned value reporting — Reports planned value, earned value, actual cost, cost and schedule performance indexes, estimate at completion and variance at completion for government and contract work, with an Excel export. Off by default and enabled per workspace.Optional — switch it on in SettingsFor: Project manager, Accountant
Billable flag and rate on every entry — Each time entry says whether it is billable and at what rate and currency, so billable value and utilisation are computed from real figures.For: Project member, Project manager, Accountant
Cost from labour cost rates — Cost per hour comes from the labour cost rates held in accounting, resolved per person, falling back to a default. Without a rate the project says cost is unknown instead of free.Works with: Accounting & E-InvoicingFor: Accountant
Project export to CSV or JSON — Export a project's tasks and details as CSV or JSON for analysis in other tools.For: Project manager

Portfolio and project health

See every project's health, progress and budget in one place.

Portfolio view across projects — One page lists projects with health, progress, open and overdue tasks, budget, dates and a ranking score, with tiles for programmes, projects, budget and overdue work. Roll-ups follow parent and child links between projects, but a project's parent cannot be set from the screens yet, so every project currently appears on its own.For: Project manager, Manager
Project health rating — Each project carries a green, amber or red rating shown on cards, lists and the portfolio, and projects sort worst first. A project shows green until the rating is recalculated from the AI tab.For: Project manager, Manager, Accountant
Portfolio for finance and managers — Accountants and managers with portfolio permission read the programme view without needing edit rights anywhere.For: Accountant, Manager

Reports and analytics

Answer how the work is flowing, who is loaded and where the bottlenecks are.

Project reports tab — Every project has a reports tab with a headline strip and charts of work by type and status, by module, sprint load and burndown, workload per person, bugs by priority and average progress by type, plus links to profit and loss and earned value.For: Project manager
Report studio — The reports page adds throughput, cycle time, delivery trend, epic progress, burn-up, sprint predictability, aging work in progress and work item mix. Choose which sections to show; your choices are remembered for that project in your browser.For: Project manager
Reports across all projects — The same charts can be shown for all projects at once, for managers who need the whole workspace.For: Project manager, Manager, Accountant
Throughput and cycle time — See how many items finish each week and how long they take from start to done.For: Project manager
Status mix and overdue report — See how work splits across statuses, and a list of what is overdue and by how much.For: Project manager, Manager
Top contributors and team load — See who is finishing the most work and who carries the heaviest open load.For: Project manager, Manager
One-call project digest — A single call returns the whole project's counts by type, status, priority, sprint, assignee, label and stage, overdue and blocked items and milestones. It is built for AI assistants and integrations.BetaWorks with: AI CopilotFor: Project manager
Project status report in the Reports module — The Reports module offers a Project status summary of active projects with health, days past the due date and budget burn that can be run, scheduled and exported.Works with: Reports & DashboardsFor: Project manager, Manager
Project tasks in Insights apps — Tasks can be used as a live data source when you build boards, calendars and timelines in the Insights app builder.Works with: Insights — Business Intelligence & AppsFor: Project manager, Tenant administrator

Requests and intake

Let people ask for work without putting it straight on the board.

Request forms — Create a request form for a project, choose the fields it asks for and set an hourly limit on submissions. There is no screen yet; it is used through the AI Copilot and the integration API.BetaWorks with: AI CopilotFor: Project manager
Requests from people without a login — A form can be public: it gets a submission address that a website form or another system can post to, so a client or another department can file a request without a seat. Only the fields the form declares are accepted, submissions are rate limited and the submitter gets a receipt only. There is no hosted request page yet.BetaFor: Project manager
Triage queue — Requests wait in a queue as proposals, not work. A person accepts, declines, snoozes to a date or marks a duplicate, and snoozed items come back on their date.BetaTwo or more peopleFor: Project manager, Project member
Accepted requests become tasks with their origin — Accepting a request creates the task in the chosen column with the assignee you pick, carrying a reference back to the request.BetaTwo or more peopleFor: Project manager

Collaboration and client sharing

Keep the team informed, share project files, and give clients a safe window onto progress.

Project activity feed — A project-level feed shows status changes, assignments, labels, checklist ticks and comments from across the project.For: Project manager, Project member
Project members — Add people to the project with a roster role of owner, admin, member or viewer, and change a role or remove someone later. Owners and admins may link documents, and the roster decides who sees the project under Shared with me.For: Project manager
Link documents to a project — Link existing documents from the document library to a project. Everyone on the roster is given access to open them automatically, and an owner can narrow a single document to chosen people.Works with: Document ManagementTwo or more peopleFor: Project manager
Files tab — All task attachments roll up into one project files tab.For: Project manager, Project member
Password-protected client status page — The project owner creates a link with a password of at least eight characters and an optional expiry. Clients see only the project's name, health, progress, dates and the status reports you chose to share, with no tasks, people or money.Two or more peopleFor: Project manager
Client link protections — A client link locks for fifteen minutes after five wrong passwords, a revoked or expired link shows only a generic message, and an owner can revoke any link at any time.For: Project manager
Choose which project alerts are sent — By default a project alerts the people an event is aimed at: a new assignee, a time entry decision, a mention or a comment on their task. The project owner or an administrator can switch the project to Everything (adds completion, overdue, approval and risk alerts) or Nothing. Then you choose, alert by alert, whether to alert and through which of in-app, e-mail and text message; a project can narrow what the workspace allows, never widen it. Today alerts are raised for task assigned, task overdue, task completed, approval requested, approved and rejected, and risk flags.Works with: Notification CentreFor: Project manager
Turn a chat message into a task — From a message in Team Chat, create a task in a project with a link back to the conversation, copying the text only when you choose to.Works with: Team Chat & CallsFor: Project member, Project manager
Meeting action items become tasks — Action items confirmed in a meeting's minutes appear as tasks, once each, in the first column of the project chosen when confirming (or the workspace's default meeting project). Each action item needs an owner who has a sign-in, and the task links back to the meeting.Works with: Meetings & VideoTwo or more peopleFor: Project manager, Project member
Discuss projects and tasks in chat — Start a chat discussion from a project's side panel, and share a project or task into a chat as a card that opens it for people who may see it.Works with: Team Chat & CallsFor: Project member, Project manager
Delivery badges and challenges — Completing tasks and being assigned tasks count towards four delivery badges (First Delivery, Task Finisher, Reliable Delivery and Collaborator) and three challenges in Recognition & Gamification.Works with: Recognition & GamificationFor: Project member, Employee

Automation rules

Let routine follow-ups happen on their own, with a visible log of every run.

Rules with a trigger, a condition and a step — Build a rule from a trigger, an optional condition and a step on the Automations page. Conditions are checked, so a rule only fires when they match. Rules with several steps come from templates, the AI Copilot or the integration API.For: Project manager, Tenant administrator
Three triggers that run today — Rules start when a task is created, when its status changes, or on a repeating schedule.For: Project manager, Tenant administrator
Scheduled rules — A rule can run on a repeating timetable, checked every minute, for weekly clean-ups and reminders.For: Project manager, Tenant administrator
Seven kinds of step — A step can set a field, assign a person, create a task, call an outside web address, stop the rule unless a safe formula holds, classify text with AI or generate text with AI.For: Project manager, Tenant administrator
Run history with errors visible — Every run is logged with the outcome of each step, so a rule that breaks is noticed rather than failing quietly.For: Project manager, Tenant administrator
Outside calls are fenced in — Calls to outside web addresses must be secure public addresses. Internal and private addresses are refused, redirects are not followed and replies are capped, so a rule cannot be used to reach your own servers.For: Tenant administrator
Monthly run limit — A workspace-wide monthly cap on automation runs protects against runaway rules. The default is 10,000 runs a month.For: Tenant administrator
Turn rules on and off — Switch a rule off without deleting it. Separate permissions control who may create rules and who may switch them on or off.For: Project manager, Tenant administrator

Health, risk and AI assistance

Honest project health, risk flags and AI that proposes and explains while people decide. Every AI feature is optional and degrades cleanly when no AI provider is set.

Project summary — Ask for a short written summary of where a project stands, in your workspace's language, Arabic included.For: Project manager
Health rating from a fixed rule — Project health is decided by a fixed rule, never by a model: red when 30 percent or more of the tasks are overdue, amber from 10 percent, green below that. The rating is recalculated when someone presses Recompute on the AI tab, and the change is audited. The AI only explains the rating in plain words, naming unassigned and stalled work.For: Project manager
Daily risk sweep — Every day the system flags tasks that are overdue, have nobody assigned or have been in progress for two weeks without an update. Flags are listed on the project's AI tab, the project owner is alerted and the assignee is nudged about overdue work when the project's alerts are on. A flag stays listed until someone dismisses it through the AI Copilot, and a dismissed flag does not return for fourteen days.Works with: Notification CentreTwo or more peopleFor: Project manager, Project member
Flags for tasks left by someone who has gone — When HR records that a person has left, their open tasks are flagged as having a departed assignee, and a daily check catches anyone missed. The flags appear on the project's AI tab so the work can be reassigned, and stay there until dismissed.Works with: HR ManagementTwo or more peopleFor: Project manager, HR manager
Status report written from evidence — Generate a status report for a period from a project's Reports tab. The numbers are frozen from real completed work, stage moves and risks, and the AI writes only from them. With no activity recorded it writes nothing rather than inventing progress. The wording can be rewritten through the AI Copilot or the integration API, but the evidence cannot.For: Project manager
Share a status report with a client — Mark a report as shared and it appears on the client's password-protected status page.Two or more peopleFor: Project manager
Describe a project and get a plan — Describe a project in a sentence and the AI proposes method, stages and tasks. Nothing is created until you edit and approve the plan, and every repair of its suggestions is listed. Available through the AI Copilot and the integration interface.BetaWorks with: AI CopilotFor: Project manager
Break a task into subtasks — The AI proposes subtasks for a large task. You rename, delete or fix them before they are created. Available through the AI Copilot and the integration interface.BetaWorks with: AI CopilotFor: Project manager, Project member
Custom AI agents — Define an agent with its instructions, the list of project actions it may use, a step limit of at most 50 and a time limit. Invoke it on demand, mention it in a comment, and read its full transcript. An agent can never do more than the person who invoked it. Off by default, and the platform operator must also switch it on.Optional — switch it on in SettingsWorks with: AI Agents & AutomationFor: Project manager, Tenant administrator
Mention an agent in a comment — Writing an agent's name with @ in a task comment starts a run on that task, and the answer lands back in the thread.Optional — switch it on in SettingsFor: Project member, Project manager
About 200 project actions for the AI Copilot — The AI Copilot can read and change projects, tasks, sprints, time, approvals, baselines, reports and more in conversation. Reading runs without asking, and anything that changes data is shown for confirmation first.Works with: AI CopilotFor: Project manager, Project member
Connect your own AI assistant — The same project actions are offered to external AI assistants through the open Model Context Protocol, under the permissions of the person or access token connecting.Works with: AI CopilotFor: Tenant administrator, Project manager
AI use is metered and switchable — Each AI capability has its own on and off switch, a monthly action quota applies, and each workspace can use its own AI provider and key.For: Tenant administrator

Approvals, audit and access control

Decide who can see and change what, and keep a record that stands up to review.

Approval requests for budget, milestone, baseline and contract — Open an approval request on a project for a budget change, a milestone, a baseline or a contract. An approver approves, rejects or skips it with a comment, and a decision cannot be changed afterwards. The decision is a record; it does not change the budget or plan by itself.Two or more peopleFor: Project manager, HR manager, Manager
Approvers and the requester are alerted — When the project's alerts are on, everyone who may decide and the person who opened the request are alerted about a new request and about its decision.Works with: Notification CentreTwo or more peopleFor: Project manager, HR manager
More than 50 permissions, grouped by task — Fine-grained permissions cover projects, tasks, sprints, time, approvals, templates, automations, agents, reports, billing, documents and more. Built-in roles for project manager and project member are provided, and you can build your own roles from any subset.For: Tenant administrator
Built-in roles with sensible reach — Project manager has everything. A manager sees their own department's projects and can assign work and approve time. A project member works on tasks and logs time. HR manager and accountant get read and review access; accountants can also approve hours.For: Tenant administrator
Department-scoped visibility — People who hold only the department-scoped right, which is the default for managers and project members, see projects of departments they manage, projects they own and projects they are on, plus tasks assigned to them. People with the full read right see every project.Works with: HR ManagementFor: Manager, Project member, Tenant administrator
Audit trail of project changes — Project changes that touch people's data are written to an audit trail with who, what, when, legal basis and purpose, and are read in Settings under the audit log.For: Tenant administrator
Change history on projects — A history panel shows what changed on a project, from what to what and by whom.For: Project manager, Tenant administrator
Two layers of feature switches — Each project capability, from boards to AI agents, has its own switch for the workspace, and the platform operator can also switch any of them off, which always wins. A tab you cannot use is hidden rather than shown and failing.For: Tenant administrator
Retention for archived projects — Archived projects are kept for a retention period, seven years by default, then anonymised by a monthly sweep.For: Tenant administrator
Settings you can change — Workspace settings cover working hours per day (8 by default), a daily hour limit (off), retention years (7), the thresholds for rework flags, the automation run limit, the AI action limit and whether a won CRM deal creates a project (off). Feature switches have their own settings screen; the other values have no dedicated screen yet.BetaFor: Tenant administrator
Scoped access tokens — Create access tokens limited to chosen project actions for integrations and AI assistants.For: Tenant administrator

GCC, Arabic and compliance

Capabilities that matter to Saudi, Emirati and other Gulf delivery teams.

Saudisation and Emiratisation per project — A Compliance tab shows what share of the people assigned to a project's tasks are nationals of the company's own country — UAE nationals for a UAE company, Saudis for a Saudi one — with a count by nationality, taken live from each employee's HR record. For a UAE company it sits beside the Emiratisation target HR holds for the year and says whether that is the statutory schedule or the company's own aim; a team with no nationals shows 0% with the plain reason.Works with: HR ManagementFor: HR manager, Project manager
Regulator approvals tracked per project — Record sector regulator approvals on a project with the regulator, gate name, approval date, expiry and reference. The regulator list follows the company's country (UAE: DHA, DOH, MOHAP, GCAA, CBUAE, SCA, Dubai Municipality, RTA, TDRA; Saudi Arabia: SFDA, MOH, GACA, SAMA, CMA, ETIMAD, MOMRAH, CST); a country with no list gets a text field. A gate entered with an approval date is stored as approved, otherwise as pending.For: Project manager, HR manager
Government tender notices — Receive signed notices from the Etimad and Tejari procurement platforms and the In-Country Value (ICV) programme. Each notice is verified, recorded once and tied to the workspace you register it for. Off by default and needs setup by the platform administrator, and it records notices without creating tasks.Optional — switch it on in SettingsFor: Tenant administrator
Arabic interface and right-to-left layout — The whole module is available in Arabic with right-to-left layout. Timelines keep their time axis left to right so earlier is always on the same side.For: Project manager, Project member, Employee
Arabic names on columns, milestones and templates — Board columns, milestones and templates carry English and Arabic names, so a team can work in either language.For: Project manager
AI replies in Arabic — Summaries, health explanations and status reports are written in Arabic when the workspace language is Arabic.For: Project manager

Learn it in the app

A guided tour inside Projects teaches the work by having you do it.

Hands-on guided tour — 5 short chapters (Find and open a project; Start a new project; Work your own tasks; Log time and plan people; See how projects are going) that start by themselves the first time you open Projects. Each step waits for you to really do it, such as opening a list or saving a first record, and any chapter can be paused, resumed or replayed from the last row of the Projects menu or from Tours in the account menu.For: Project manager, Tenant administrator, Manager, Project member, Sales manager, Tenant admin

Works with other modules

Approved project time becomes cost and billable linesApproved time entries become cost and billable-amount lines per project in accounting, and Projects marks the entry posted. Projects reads invoiced revenue from invoices already linked to a project, but nothing in accounting links an invoice to a project, so revenue shows zero until that link exists.AutomaticAccounting & E-Invoicing Task changes create to-dos in ActivitiesWhen a task is created or completed, a to-do is created in Activities for its assignee, or for the person acting when nobody is assigned. A new comment adds a reminder for the assignee. Each is created once.AutomaticActivities Workspace AI agents can read and act on projectsAgents you build in AI Agents can use project actions such as sprint burndown and team utilisation, always under the permissions of the person or schedule that runs them.On requestAI Agents & Automation The AI Copilot works your projects in conversationClose to 200 project actions are offered to the AI Copilot, such as listing tasks, assigning work, logging time, approving time and generating reports. Reads run directly; anything that changes data is shown for confirmation first.On requestAI Copilot Project time and clock time share one weekly timesheetTime tracked with the task timer is copied into the attendance work log with its project, task, client, billable flag and rate; hours entered by hand join it once approved, and a rejected entry is removed. Approved leave is sent from Attendance and subtracted from available hours; leave approved before Project Management kept that list is sent once with Send approved leave again in Attendance.AutomaticTime & Attendance A chat message becomes a project taskFrom a message in Team Chat you can create a task in any project you may edit. The task links back to the conversation and a card for it is posted in the chat.LinkTeam Chat & Calls A won deal becomes a delivery projectFrom a won deal you can start a project carrying the deal's name (with the customer in front), amount as budget, currency and owner. A workspace can also switch on a setting so a project with the deal's name and owner is created automatically, once per deal, when a deal is won.On requestCRM & Sales Pipeline Project documents live in the document libraryTask attachments and project documents are documents from the library, not copies. Linking one gives everyone on the project roster access to open it, and unlinking takes that access away.Shared recordDocument Management Delivering work earns badges and challenge progressCompleting tasks and being assigned tasks count towards four delivery badges (First Delivery, Task Finisher, Reliable Delivery and Collaborator) and three challenges (Finish 25 tasks, Finish 100 tasks and Twenty on your plate). Each badge is awarded once, when its number is reached — Task Finisher at the 25th completed task, Reliable Delivery at the 100th, Collaborator at the 20th task assigned, Timekeeper at the 10th timesheet — and a task counts once however often it is completed or reassigned. Counting starts when this was released; tasks finished before are not counted.AutomaticRecognition & Gamification A ticket points at a project or taskA ticket can store a reference to a project or a task, for example when a customer request turns into planned work. The reference is a pasted identifier and does not open the task.LinkHelpdesk & Ticketing Managers see the projects of the departments they manageA manager with department-scoped access sees projects belonging to departments they manage in HR, plus the projects they own or are a member of.Shared recordHR Management A leaver's open tasks are flaggedWhen someone leaves, every open project task assigned to them is flagged as having a departed assignee, and a daily check catches anyone missed, so work does not sit with a person who is gone.AutomaticHR Management Project teams are measured against nationality targetsThe Compliance tab reads the nationality held in each employee's HR record for everyone assigned to the project's tasks and reports the Saudi and Emirati share.Shared recordHR Management Project tasks feed Insights appsInsights apps can read live tasks as a data source and show them as boards, calendars and timelines, and can update, assign and complete them under the viewer's permissions.Shared recordInsights — Business Intelligence & Apps Meeting action items become project tasksWhen minutes are confirmed, each action item with an owner becomes a task in the project chosen at confirmation (or the workspace's default meeting project), once, in the first column of its board.AutomaticMeetings & Video Project alerts reach the right peopleTask assignments and overdue work alert the assignee; completions alert the owner and followers; risk flags alert the owner; approvals alert the approvers and the person who opened the request. Each project chooses which alerts and channels it uses, and by default sends only the alerts aimed at a person.AutomaticNotification Centre Project status summary in ReportsThe Project status summary over your active projects, with health, schedule variance and budget burn, is read from Project Management and opened from the Report library in Insights; its card in the Reports catalogue links there.Shared recordReports & Dashboards Projects and tasks feed delivery and time reportsProjects, tasks, owners and due dates are read for the Delivery pack, the Time and billing pack and the Executive overview.Shared recordInsights — Business Intelligence & Apps One confirmation gives each owner a to-do and a project taskA confirmed action item can also open a task on a project's board.AutomaticMeetings & Video Completed tasks earn badgesTask assigned and completed events from Projects feed badges.AutomaticRecognition & Gamification Project tasks and comments create activities for the assigneeProject task and comment events can request activities for the assignees.AutomaticActivities Workspace Turn a chat message into a project taskA message becomes a project task, optionally copying its text, and the task is shared back into the conversation as a card.LinkTeam Chat & Calls Project changes appear in the audit logThe Settings audit log reads Project Management's audit trail and shows it with the other apps' records.Shared recordSecurity, Access & Compliance A contract job and its projectEvery contract job is tied to one project in Projects, which keeps the schedule and the tasks. The job reads the project's name and status, and an archived project is flagged on its live job.Shared recordConstruction & Contracting People's skills decide who can be offered for a projectWhenever someone's confirmed skills change in HR, or HR links a login to a person, HR sends their current skill list. Projects keeps its own copy and uses it to match resource requests. A person who leaves HR is no longer offered.AutomaticHR Management

Done by more than one person

Hours are approved before they become costProject memberApproverAccountant A task is assigned, done and reported backProject managerProject member A budget, milestone, baseline or contract change is approvedProject managerHR managerManager A client follows progress without a loginProject managerClient A request is triaged before it becomes workRequesterProject manager A sprint is planned, worked and closedProject managerProject member A risk flag is acted onProject managerProject member A leaver's tasks are handed overHR managerProject manager A project document is shared with the teamProject managerProject member A comment reaches the person doing the workProject memberAssignee A meeting's action items land on the boardMeeting organiserProject member A project asks for a person, HR books them, they log timeProject managerResource managerEngineer

What each role gets

Project manager — Creates projects from a short form or one of 20 industry templates, chooses how the team works (Simple, Kanban, Scrum or Waterfall) and runs the work on a board, list, calendar and timeline with dependency arrows and the critical path drawn in red. Grooms the backlog, plans and closes sprints, captures baselines before a scope change, and reads burndown, velocity and a delivery forecast with confidence dates. Assigns and reassigns work, approves or sends back submitted hours on each project's Time entries tab, follows up the daily risk flags, and generates status reports from real completed work that, as project owner, they can share with a client through a password-protected link. Opens approval requests for budget, milestone, baseline and contract changes, and reads each project's profit and loss and the Saudi and Emirati share of its team.
Team member — Works from My tasks, a list or board of every open task assigned to them across projects, with focused pages for what is due this week and what is overdue. Starts a timer on a task or logs hours by hand, plans the day, and submits the week's hours for approval in one click; once approved, hours can no longer be edited. Comments with @mentions, follows tasks, ticks checklists, attaches files from the document library and turns a chat message into a task. Approving hours sits with whoever holds that right (project managers, managers, accountants and administrators), and budgets stay with the project manager.
Accountant — Approves or sends back submitted hours on a project's Time entries tab, and approved hours flow into Accounting as project cost and billable lines, marked posted once the ledger has them. Reads each project's profit and loss, with cost priced from the labour cost rates held in Accounting, and downloads it as an Excel file; revenue shows zero for now, because nothing in Accounting tags an invoice to a project yet. Reads the utilisation report and the portfolio without needing edit rights, and, where earned value reporting is switched on, reads it with its Excel export.
HR manager — Reads each project's Compliance tab: the Saudi and Emirati share of the people assigned to its tasks, with a count by nationality, taken live from each employee's HR record; it does not run hiring simulations or set targets. When someone leaves, their open tasks are flagged on the project so the project manager can reassign them. Decides budget, milestone, baseline and contract approval requests when granted that right and can record sector regulator approvals on a project, while tasks, budgets and day-to-day delivery stay with the project manager.
Tenant admin — Grants the built-in project manager and project member roles, or builds custom roles from more than 50 project permissions, and switches each project capability on or off, including opt-in ones such as Scaled Agile, earned value reporting and custom AI agents (which the platform operator must also allow). Builds the company's own templates next to the 20 ready-made ones, and automation rules that start when a task is created, when its status changes or on a schedule, within a monthly run limit of 10,000 by default. Creates access tokens limited to chosen project actions for integrations and AI assistants, and reads project changes in the audit log; archived projects are kept seven years by default and then anonymised. Day-to-day project creation usually sits with a project manager.

Frequently asked questions

Does Tarleaks project management work in Arabic with right-to-left layout?

Yes. The module has an Arabic interface with right-to-left layout, English and Arabic names on board columns, milestones and templates, and AI summaries and status reports written in Arabic when your workspace language is Arabic. Timelines keep their time axis left to right on purpose.

Can I track Saudisation or Emiratisation on a project?

Yes, in a read-only way. A Compliance tab shows the Saudi and Emirati share of the people assigned to the project's tasks, from the nationality held in each employee's HR record. It does not run hiring simulations or set targets.

Does it have a Gantt chart with a critical path?

Yes. The timeline draws bars from real dates, dependency arrows of all four link types, the critical path in red, baselines for comparison and live updates when a colleague reschedules. The critical path takes task lengths from estimated hours and treats every link as finish-to-start. Weekends are counted as Saturday and Sunday for utilisation reports; a Friday and Saturday calendar and Hijri dates are not applied yet.

Can hours logged on projects flow into accounting and payroll?

Approved hours flow to accounting as project cost and billable lines and appear in the weekly timesheet in Time & Attendance. They do not post to payroll directly. Revenue in the project's profit and loss counts only invoices tagged with the project, and nothing in accounting tags them yet, so revenue shows zero until that link exists.

Is this a good alternative to Odoo Project, Zoho Projects or SAP project systems?

It covers boards, lists, calendars, sprints, backlog, Gantt with critical path, baselines, timesheets with approval, optional earned value and client status pages in one licence with the rest of the suite. It does not replace deep resource levelling or large-scale project accounting engines; check the feature list against your needs.

Can a client see progress without getting a login?

Yes. The project owner creates a password-protected link with an optional expiry. The client sees the project's name, health, progress and only the status reports you chose to share, never tasks, people or money. The link locks after five wrong passwords and can be revoked at any time.

Is the AI optional, and does it change my data on its own?

AI is optional and each capability has its own switch. Health ratings come from fixed rules, not a model. Plans, subtask breakdowns and status reports are proposals you edit before anything is saved, and the Copilot asks for confirmation before changing data. Agents are off by default and never exceed the permissions of the person invoking them.

Can people outside the team raise requests?

A request form can be public, with a submission address that a website form or another system posts to, and a person on your team accepts, declines, snoozes or marks each request as a duplicate before anything reaches the board. There is no screen or hosted request page for it yet; it is set up through the AI Copilot and the integration API.

Are project alerts switched on by default?

Partly. Alerts aimed at a person (a task assigned to them, a time entry approved or rejected, a mention, a comment on their task) are on by default. Project-wide alerts such as completed, overdue and risk flags are sent only when the project owner chooses Everything. Alerts exist today for task assigned, task overdue, task completed, approval requested, approved and rejected, and risk flags, each through in-app, e-mail or text message.

Can I run Scrum and Kanban in the same workspace?

Yes. Each project chooses its own way of working (Simple, Kanban, Scrum or Waterfall, plus Scaled Agile when switched on) and can change it later without losing tasks, sprints or time entries.

Can I put someone who is not in my company on a project's team?

No. A project team member must be an active user of your company who can open Projects. Picking anyone else is refused with a plain sentence, the same rule that already applies to task assignees and project owners.

Can a client share link be created with an expiry date in the past?

No. The link's expiry must be in the future, or empty for a link that does not expire; the password needs at least 8 characters.

Part of one platform

Project Management is one of 59 apps (36 business apps and 23 ISO standards) that share the same sign-in, the same people, the same customers and the same AI copilot. See all apps or how Tarleaks ERP compares with Odoo, ERPNext and Zoho.