Givea plan withand

Clear ownership.
Real progress.

Turn a brief into work people can own. Keep project tasks, milestones and client progress in one place, so everyone knows what comes next.

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Website relaunch · 63%Projects

Design · MaraWireframes approved

Build · AlexHomepage build in review

Content · PriyaCopy draft delivered

Milestone 2 of 4Design sign-off reached

Portal updated ✓milestone 2 of 4 · progress shared

The delivery picture

Everyone knows
what comes next.

Make the next step clear. Keep the brief, assignees, dates and related records inside each task.
See what needs attention. Follow timelines, milestones and open work across the projects you own.
Bring the client closer. Choose the portal sections clients can open — progress, milestones, tasks and files.
Start from the deal. With CRM connected, a won deal becomes a project with its customer context intact.

Brief to portal · real screens

From the brief
to the client’s screen.

The screens behind one delivery — the team’s overview, the access you grant and what the client actually sees.

Team overview

Know what needs attention before the client asks.

Review progress, active tasks, ownership and the next milestone in the team’s project overview.

Set client access

Choose the sections your client can use.

Choose shared portal sections and review the editing permissions — this demonstration shares Overview, Tasks and Milestones with editing disabled.

Client overview

Give the client a clear picture of progress.

The guest overview brings project health, progress, milestones and recent activity into one view.

Client task view

Let the client follow what is done and what comes next.

The read-only guest view shows the project’s completed and open tasks, with status, priority and dates.

Beyond the plan

Add an AI teammate
to the project.

Connect Personas, give your AI teammate a role and working boundaries, then assign project work and review its proposals alongside the team.

Project task assigned to an AI persona — Actual project task with Nora assigned · configuration demo, not a completed autonomous run

Assign work to a persona.

An AI teammate with a role, boundaries and reviewable activity can take project tasks beside the rest of the team.

Explore AI teammates →

Team chat where the delivery is discussed — Actual team chat · demonstration workspace

The conversation beside the delivery.

Teamwork keeps channels, notebooks and the shared calendar in the same workspace as the project they serve.

Explore Teamwork →

Shape the deliveryProject templates, timelines, milestones and risks — with My work collecting your open tasks and upcoming milestones in one view.

Beyond the projectAdd the shared Tasks workspace for work outside individual projects, and Time tracking as an optional add-on.

Good to know

A few things
to know.

For plans and billing see the pricing questions; everything else is in the main FAQ.

How is Projects different from Teamwork?

Projects organizes delivery: tasks, timelines, milestones and client progress. Teamwork brings together internal chat, notebooks, canvases and the shared calendar. Both use the same workspace.

What can a client see?

Client hubs provide a customer-facing project space for status, milestones, tasks, files and chat. Configure access before enabling the portal.

Do we need the separate Tasks hub?

Projects has its own task space. My work brings together your open project tasks and upcoming milestones. Add the Tasks hub for a shared task workspace beyond individual projects; Time tracking is a separate optional add-on.

Does this include AI teammates?

AI teammates come through Personas. Connect it to Projects to define a role, assign work and review activity. The delivery walkthrough itself uses Projects.

Start with delivery

Make room for
your next project.

Projects includes its own task space and client portal. Add the shared Tasks workspace for work beyond individual projects, CRM for sales handoffs or Personas for AI teammates.