Kanban Boards & Task Management
Project Management gives your team Kanban boards to manage any process that runs in parallel to your pipeline — customer onboarding, implementation projects, content calendars, and team initiatives — all linked to the relevant CRM deals and contacts.
Everything included in Project Management — no add-ons, no hidden limits.
Who gets the most value from Project Management.
Run a structured onboarding project for every new customer, linked to their CRM record.
Coordinate marketing campaigns with a timeline and task checklist per launch.
Track complex, multi-phase implementation projects with task dependencies.
Up and running in minutes.
Start from a template or blank board for your specific use case.
Build out the task list with owners, due dates, and CRM links.
Move cards across stages as work progresses — updates sync to the timeline.
View workload per team member and flag blocked or overdue tasks.