Project management
- Boards, lists, and timelines
- Sprints with milestones
- Subtasks, dependencies, and recurring tasks
- Custom statuses and workflows
ProjectsLive
Every engagement, under control.
Manage every engagement, every task, and every billable hour—without leaving Workplate.
Built for client workOne account for the whole firm
To do · 3
Finalize discovery notes
Prepare client workshop
Review timeline
Doing · 2
Map current workflow
Design sprint plan
Done · 3
Kickoff meeting
Team onboarding
Scope approval
Key features
What Projects does for your firm.
Bring planning, delivery, collaboration, and time together so leaders can see how work is moving without another status meeting.
Collaboration
- Real-time updates across the team
- Comments, @mentions, and threaded replies
- File attachments on tasks and projects
- Activity feed for every change
Time tracking
- One-click timer on every task
- Manual entry and approvals
- Billable vs non-billable flagging
- Time KPI dashboard by user and project
Insights & AI
- Daily work reports—auto-generated
- Velocity and burndown charts
- Project health dashboard
Projects FAQ
Questions about running work in Projects.
The practical details teams usually want to know before moving their engagements into Workplate.
Yes. You can organize client engagements, internal initiatives, and recurring operational work with custom statuses and workflows that match how each type of project runs.
Team members can start a timer from a task or add time manually. Entries can be reviewed and approved, marked billable or non-billable, and reported by user or project.
Yes. Work can be viewed as boards, lists, or timelines, with sprints and milestones available for teams that plan delivery in cycles.
Yes. Tasks can include subtasks and dependencies, and recurring tasks can be used for repeatable client or internal workflows.
Leaders can use auto-generated daily work reports, project-health dashboards, velocity and burndown charts, and time KPIs to understand progress without assembling updates manually.
See how your engagements could run in Workplate.
A focused 30-minute walkthrough, shaped around how your firm already works.
Book a Projects demo