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Delivery

Delivery your team and your clients can see

Projects, milestones and kanban boards — with time logs and budgets attached, so profitability is never a surprise.

A project manager tracking three active projects and their progress in WorkOS
One board
for internal and client-facing status
Live
budget burn against every project
No
Friday status-report scramble
What you get

Everything in one module

No add-ons, nothing to integrate — shared data from day one.

Kanban and lists

Drag tasks across stages, or scan them as a list. Same tasks, two views.

Milestones

Break projects into phases. Progress rolls up as tasks close.

Time logs

Log hours on the task — budgets and invoices update from that one entry.

Issues and blockers

Raise blockers on the record, not in a chat thread nobody can find.

Project files

Drawings, contracts and site photos live on the project itself.

Project budgets

Watch spend land against plan — catch overruns in week three, not at handover.

How it works

Four steps, start to finish

The path a piece of work takes through this module.

Kanban and list views

Milestones, issues and files

Time logs that feed budgets

  1. 1

    Scope

    Create the project, set milestones, invite the team.

  2. 2

    Assign

    Break milestones into tasks with owners and dates.

  3. 3

    Track

    Time and comments accumulate as work happens.

  4. 4

    Report

    Progress publishes to the client portal automatically.

See projects & tasks on your own data

A 30-minute walkthrough with your projects, your people and your numbers — not a sandbox.