Projects and tasks template

Projects and operations. A ready-made Kindrow section, free to add.

Client projects and their tasks on a board, with your team, the time logged and a page where clients follow along.

For an agency, a design studio or a small team running client projects. Each project has its client, dates and budget, and its progress and hours are worked out from its tasks. Tasks move across a board from To do to Done, each with a person, a due date and an estimate, and a reminder comes the day before one is due. Log time against tasks as you go, billable or not. Clients follow along through a view-only portal that shows only the projects and tasks you mark for them.

What it does

• Tasks on a board, from To do to Done
• Progress and hours worked out for every project
• Time logged against tasks, billable or not
• A view-only portal that shows clients only what you choose

Pages

Projects

Each client project, its dates, budget and progress.

Fields: Project, Client, Status, Start date, Due date, Budget, Hours logged, Number of tasks, Tasks done, Progress (%), Tasks (links to Tasks), Share with client, Update for the client, Internal notes.

5 sample records.

Team

The people who work on your projects.

Fields: Name, Role, Email, Phone, Tasks (links to Tasks), Time log (links to Time log).

4 sample records.

Tasks

What needs doing on each project, on a board by status.

Fields: Task, Status, Priority, Project (links to Projects), Assigned to (links to Team), Due date, Estimate, Hours logged, Time log (links to Time log), Show to client, Internal notes.

8 sample records.

Time log

Time spent on each task, and whether it can be billed.

Fields: Work done, Task (links to Tasks), Person (links to Team), Date, Duration, Hours, Billable.

7 sample records.

Apps

• Open tasks: Every task not done yet, soonest due first: start it or mark it done in one tap.
• New task: Add a task to a project in a few taps, straight into To do.
• Log time: Note the time you spent on a task, for billing and for planning the next one.

Automations

• Task due tomorrow: At 9 in the morning, a reminder for each task due the next day that is not done.
• Task in review or done: When a task moves to Review or Done, you get a notification, so work waiting for a check is seen at once.
• Project completed: When a project is marked Completed, you get a notification with its hours, as a cue to send the final invoice.

Portal

Client updates: A view-only page where clients follow their projects: dates, progress, your latest update and the tasks you mark Show to client. Only projects marked Share with client appear. Everyone with the link sees the same page, so with several clients, make a portal for each and filter it to their projects.

Make it yours with Kindrow AI

Once it is added, ask Kindrow AI to change it, for example:

• We are a building contractor: call projects Sites, and add a site address and a safety check to tasks.
• Add an hourly rate to the team and work out each project's cost from the time log.

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