BOARD VIEW

Map Out Project Progress With the Board View

Group tasks, deals, or budgets in columns and move them around the board.

GROUP

Organize your Tasks, Deals, or Budgets

Group a board by status field, task list, assignee or any custom field you applied to the tasks on that particular project. 

DRAG AND DROP

Overview the Progress of Your Projects

Drag and drop tasks to change their order, status or assignee. Organize your board view the way is suits your agency the best.

ORGANIZE

Customize Your Board View

Decide on the look of your cards by applying different grouping options and filters if needed. 

Automate Your Agency’s
Workflow

Switch from multiple tools and spreadsheets to one scalable agency management system.

Board View Aggregations

All fields regarding time, such as initial estimates and worked time will be aggregated in Tasks. The same goes for financial information.

Organize Your Deals in Multiple Sales Pipelines

You can add two or more views and group each one by a different custom field to create multiple sales pipelines.

High-Performing Agencies
Rely on Productive

Key Benefits for…

Achieve Your Agency’s True Potential

Switch from multiple tools and spreadsheets to one scalable agency management system.