WORKFLOW MANAGEMENT

Every engagement has a next step.

Give work a clear owner, due date and path to completion.

Explore the workspace ↗
01

Choose your perspective

Use the project list for detailed review or the board to see how work is distributed across statuses.

02

Move work deliberately

Update an engagement from planned to in progress, waiting on client, in review or completed. The status and checklist give different views of progress.

03

Find the work that matters

Search by project, client or owner, then filter by status. Open any project to change its due date, priority or notes.