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Workflow
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Archive or close a finished project
Wrapped a job? Close it out so your active board stays clean — without losing any of the history, invoices, or files attached to it.
Organization
Projects
Workflow
Run the project board
Drag work across your custom stages on the project board so you always know what's in flight, what's blocked, and what's done.
Kanban Board
Projects
Workflow
Start a project from an approved estimate
Your client just approved the estimate. Spin it straight into a project so the scope, line items, and client are already wired up.
Estimates
Projects
Workflow
Organize a Project With Sub-Statuses and Checklists
Build a repeatable pipeline so every project moves through the same clear stages.
Checklists
Projects
Workflow
Create custom sub-statuses
Layer your own workflow states on top of the project lifecycle so the kanban, status counts, and filters speak your process.
Projects
Workflow