Project Manager
See the same work as a list, a board or a schedule.
Every project has a list, a board, a timeline and a calendar over the same tasks, with milestones and dependencies that show what is holding things up.
Why it matters
One person plans in a spreadsheet, another on a whiteboard, and the client's dates live in someone's calendar. When a task slips, nobody sees which later steps it drags with it until the deadline is already gone, and the client hears about the delay before you do.
Lists, boards & timelines in detail
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List and board
Organise tasks in lists and stages, and drag cards across the board as work moves.
- Lists for each phase of the job
- Subtasks and task side pane with notes
- Board columns set in project settings
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Timeline
See dates, length and overlap across the project.
- Sprint window or Whole project
- Done, open, overdue, milestone and waiting-on-another-task shown differently
- Click a bar to open the task
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Calendar
The project's dated tasks laid out on a calendar.
- Saved task dates only; undated tasks stay in the backlog
- Milestones alongside tasks
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Dependencies
Mark which task waits on another.
- Self-dependencies and loops refused
- Blocked tasks hatched on the timeline
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Moving dates safely
Drag a project bar to move it, with a confirmation first.
- Option to shift open tasks and milestones too
- Nothing moves until you confirm
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The project header
The numbers that matter at the top of every project.
- Progress, Overdue, Next milestone and Time logged
- Start timer, Edit project and + Add task
Questions
Why is a task missing from the calendar?
Calendars and timelines show saved dates. A task without dates stays in the backlog until you give it one.
Do standalone tasks appear here too?
The Tasks screen shows standalone and project tasks together. Standalone tasks keep their own to-do and done states.
More about Project Manager
- Sprints
Sprints gather tasks from several projects and the backlog into one period with a goal, a burndown chart and a clear end.
- Templates & project billing
Templates turn your best process into a ready plan; Time & billing turns the work into a draft invoice.
- Project Manager overview
See Project Manager running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.