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Projects

Run work from kickoff to delivery: phases, tasks, files and team on one board everyone can see.

Brand identity revampClient: Al-Noor Co.
OverviewTasksTeamFinanceFilesSchedule

Three phases from discovery to delivery, a team of five, final handover on Ramadan 30.

Income48,000
Spend21,500
Tasks done18 of 24
Sessions3 upcoming · 9 done
The project space

All of these tools belong to the project,
and the project belongs to its client.

Details, tasks, chat, files, finance, team and meetings — tabs of one project, not seven apps, and the head of the chain is the client: open their record and you see their projects, and inside a project everything that happened in it. Switch tabs to see.

Brand identity revampClient: Riyadh Press · started 12 days agoIn progress
Tasks12 / 20Eight open
DeliveryMondayIn two days
BudgetSAR 40,000SAR 22,400 spent
TeamFourNoura · Khaled · Reem · Salem
PriorityHigh
AssigneesNNNoura Al-QahtaniProject leadStatusAvailable nowThe load3 open tasksSSSalem AliDesignStatusAvailable nowThe loadOne task
Start date12 days ago
End dateMonday · 17:00

A full visual identity for Riyadh Press: logo, colour system and typeface, then applied to the Ramadan campaign. Every figure here comes from the work itself — no report to assemble.

Every tab reads from its source: the task, the file, the invoice — with no duplicate entry
Start from the problem

A client's record is scattered across five places,
and you reassemble it by hand every time.

The quote is in email, the approval on WhatsApp, the files in Drive, the tasks in an app and the invoice in an accounting program. So when the client asks two months later what did we agree?, the hunt begins — the answer exists, but it is connected to nothing.

Unconnected
EmailWhatsAppDriveTask appAccounting software

Five places that know nothing of each other. Every question starts with a search, and every employee who leaves takes half the story with them.

Connected
ClientProjectTaskThe fileThe invoice

One connected chain: open the client record and you see their projects, and inside each project everything that happened in it — with no searching and no reliance on anyone's memory.

How to get more out of it

Four habits that let a project run itself.

Tie the project to its client, and the task to its project

Before any work: pick the client on the project, and put every task inside its project with/. That hierarchy — client, then project, then task, then file, invoice and call — is what preserves the information and makes finding it months later a single question.

Set milestone dates, not just task dates

A milestone date reveals slippage early; a task date alone hides it until the final week.

Attach the quote to the project

When the invoice lives inside the project you know its profit, not just its revenue — income against spend in one place.

Assign by workload, not by memory

A colleague's card shows what is on their plate right now, so the task goes to whoever has room, not to whoever you think of first.

Put Projects to work

Try it with your team and judge after the first hour.