Project Management
Learn how to track projects, manage client access, and monitor progress across your workspace.
Creating a Project
Projects can be created with details such as name, description, budget, deadline, start date, and status (active, completed, or on-hold). If you're on the Starter plan, you are limited to 3 active projects, while Professional and Agency plans offer unlimited projects.
Project Attributes
- Project websites: Attach labeled website URLs to projects to keep quick links handy.
- Multi-client projects: (Agency tier feature) Assign multiple clients to a single project.
- Client Access Toggle: Choose whether to expose the project and its updates directly in the client portal.
- Favorites: Star your most important projects for quick access from the sidebar.
Auto-Calculated Fields
TaskCart automates metrics to give you a quick overview of project health:
- Progress: Automatically calculated as the percentage of completed tasks.
- Spent Amount: The sum of costs from all tasks assigned to the project.
- Status transitions: Based on task activities, the project status transitions automatically.
Project Files
Upload and store files related to your projects. Files are securely managed via presigned S3 URLs. Note that storage limits vary per plan.
Gantt Chart & Views
On Professional+ tiers, you can visualize the timeline of tasks within a project using the interactive Gantt Chart view. You can also easily filter and search projects by status, client, or name.