Project Management Beta Available to all SMBcrm customers

The deal is won. Keep the work moving.

Give customer onboarding, campaign delivery, and internal projects a place in SMBcrm. Organize the work, assign the next step, and keep it connected to the customer.

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From sale to delivery

A clear next step for every handoff

See the work waiting to start, the steps in progress, and what your team has finished.

Client Delivery / OnboardingExample project

To do 1

Prepare the kickoff agenda

Customer goals and open questions

Account leadDue Nov 4

In progress 1

Set up the customer workspace

3 subtasks: access, records, review

Implementation leadDue Nov 6

Done 1

Confirm the project scope

Linked to the customer opportunity

Account leadDue Nov 2

Illustrative workflow with sample tasks. This is a diagram, not a product screenshot.

A home for the work

Start with one List. Add structure as you grow.

Spaces for each team

Give delivery, marketing, or internal operations a home. Each Space sets the task statuses your team works through.

Folders when you need them

Group related Lists by client or initiative. Smaller teams can keep Lists directly inside a Space.

Lists for the work itself

Keep an onboarding project, campaign, or ongoing workstream together, then break it into tasks and subtasks.

The daily work

Details your team can act on

Put an owner on the next step

Assign each task to one person, choose a priority, and set a due date or date range. Use subtasks when several people own different parts.

Keep the customer in context

Associate tasks with CRM records so the delivery team can see which contact or opportunity the work belongs to.

Switch from board to detail

Move work through status columns in Kanban view, or use List view to compare task details. Both show the same underlying work.

Record what your process needs

Add custom fields for a client reference, budget, or content type at the Space, Folder, or List level. Fields flow down to the work beneath them.

Choose who can access the work

Make a Space, Folder, or List private and share it with named team members. Restrictions also cover the tasks inside.

Save the views you check daily

Create smart lists for questions like what is overdue or assigned to you. Save fields, filters, and sorting without copying tasks.

Explore tasks, boards, and saved views

Work that follows a process

Set up the handoff once

Use task events to start workflows, then create the next assignment with the details your team needs. For planning and updates, Ask AI can prepare changes for you to review.

Explore automation and Ask AI

Where teams can start

Client onboarding: track setup, information gathering, and delivery review.
Campaign delivery: organize copy, creative, and launch tasks.
Internal operations: keep recruiting or administrative work in a private Space.

Before you start

Common questions

Is Project Management available to my account?

Yes. Project Management is available to all SMBcrm customers and is currently labeled Beta. Your team’s permissions still determine which private Spaces, Folders, Lists, and tasks each person can access.

How does it relate to Task Management?

Task Management covers individual assignments and follow-up. Project Management adds Spaces, optional Folders, Lists, subtasks, custom fields, and saved views to organize larger pieces of work alongside your CRM.

Can I use it for client onboarding?

Yes. Create a List for the onboarding project, assign the steps, set dates, and associate the tasks with the relevant CRM records. The example on this page illustrates one possible setup.

Does it include Gantt charts or a calendar view?

This Beta release provides Kanban and List views. Gantt, timeline, and project calendar views are not part of the documented release.

Already using SMBcrm?

Start with one project

Open Contacts, then Tasks, to find Project Management. Create a List for a piece of work your team already knows. If you need help with access or setup, our support team can help.

Get setup help

Beta

Project Management is available to all SMBcrm customers while the feature continues to develop. Screens and capabilities may change during Beta.

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Keep customer work moving.

Plan projects, assign the next step, and keep the customer record close at hand.