LeadConnector

Project Management brings tasks and projects directly into your CRM, so your team's work stays alongside the contacts and opportunities it relates to. ...

Not all work should be visible to everyone. Privacy can be set on a Space, on a Folder, or on an individual List, so you can restrict a single project witho...

Before you create tasks, it helps to decide how your work will be organized. Project Management uses three containers - Spaces, Folders, and Lists - and get...

Project Management offers two ways to look at the same set of tasks - Kanban view and List view. Switching between them changes only the layout, never the t...

A smart list is a saved view of your tasks, with the fields, filters, and sort order you choose. Instead of reapplying the same filters every morning, you s...

This feature allows you to automate Project Management tasks using workflow triggers and actions. You can start workflows when tasks are added or completed,...

Ask AI helps you create and manage projects using simple instructions. You can create tasks, update deadlines, find pending work, and organize projects with...

Statuses describe the stages tasks move through and appear as columns on the Kanban board. They are configured per Space and organized under four fixed stat...

The built-in task properties cover status, assignee, dates, and priority. Custom fields let you capture anything else your process needs, such as a client r...

Three properties turn a list of tasks into something a team can actually work from - who owns it, how urgent it is, and when it is due. This article covers ...