COMING IN Q2 2026
Project Management
YOUR PROJECTS, PERFECTLY UNDER CONTROL
Plan, organize, and deliver projects with structure and clarity. The Project Management add-on helps freelancers and small teams turn ideas into completed work with clear timelines, responsibilities, and progress tracking inside Business Essentials.
Features and Functionalities
- Create projects with goals, phases, milestones, deadlines, and assigned team members
- Link tasks directly to projects using the Task & Workflow Manager for seamless tracking
- Use multiple views: project list, Kanban board, timeline/Gantt-style view, and workload overview
- Store and organize project documents such as contracts, briefs, and deliverables in secure storage
- Track planned versus actual hours and basic project budgets
- Maintain a simple risk and issue register with owners, impact, and follow-up actions
- Get real-time project status with progress indicators and overdue task summaries
- Integrates with Invoice & Expense Management, General Administration, and Insights & Reports
- AI-assisted project setup, progress summaries, risk detection, and next-step suggestions
Common Business Scenarios
- Marketing agencies planning campaigns with clear milestones, creatives, and deadlines
- IT and software consultants managing implementation projects for multiple clients
- Construction and contractors coordinating multi-phase jobs with tasks and inspections
- Freelancers structuring larger client assignments into manageable steps and deliverables
- Small businesses running internal improvement projects, such as process changes or system rollouts
Pain Points It Resolves
- Projects scattered across notebooks, email, and spreadsheets
- Missed deadlines because nobody has a clear overview of tasks and responsibilities
- Unclear ownership: “Who is doing what, and by when?”
- No insight into workload and bottlenecks across projects and team members
- Time-consuming manual status updates for clients or internal stakeholders
- Difficulty tracking progress against plan, hours, and budget
- Unmanaged risks and issues that only surface when it’s too late
How the AI Assistant Helps
“Create a website redesign project for client BoldVision starting next Monday.”
AI sets up the project with phases, a basic timeline, and initial tasks
“Show me the status of the Marketing Campaign project.”
Generates a clear summary of progress, overdue tasks, and upcoming milestones
“Who is overloaded this week across all projects?”
Highlights team members with too many tasks or conflicting deadlines
“Are there any risks for the HR System Implementation project?”
Identifies late tasks, dependencies, and potential delivery risks
AI Assistant
Auto-suggests new tasks based on documents, meeting notes, and previous activity
AI Assistant
Produces project status updates you can share with clients or your team in seconds
AI Assistant
Recommends deadline changes, reassignments, or next steps to keep projects on track
SMARTER PROJECT DELIVERY FOR ENTREPRENEURS AND SMALL TEAMS
The Project Management module helps you run projects in a structured, predictable way—without needing complex enterprise tools. Plan work, track progress, and keep everyone aligned from inside Business Essentials, supported by AI that helps you spot issues early and deliver on time.