Day-to-day operations
Business Users · Day-to-day operations
Tasks hub and project tasks
Manage business-wide tasks from the Tasks page and project-scoped tasks on the project detail page.
Project Gantt chart
Visualize milestones, tasks, and work orders on a timeline from the project Gantt tab.
Work orders overview
Create, assign, prioritize, and complete work orders from the Work Orders page and project context.
Work order templates
Define reusable work order forms, colors, and calendar settings from the Work Orders templates tab.
Media and design requests
Track creative deliverables, internal review stages, and client approval for media and design work.
Business calendar
View projects, tasks, work orders, estimates, and media requests on a unified personal calendar.
Teams page: shifts, approvals, and time off
Review team schedules, approve shifts, and manage time-off requests from the Teams page.