Tasks.
Every task across every client: numbers you can click, charts that filter, time and cost on every row, and four ways to look at it.
Live simulation · What your team sees
Every client, lead and number shown is illustrative.
Work
Tasks
To do
2Reminder texts — 24h + 2h
Northwind Health
Recall report
Atlas Dental
In progress
2Landing page — option B
Northwind Health
Retainer dashboard
Halcyon Labs
In review
1Brand system v3
Lumen Coffee
Done
1Patient intake form
Northwind Health
moved to In review — the client sees it change in their portal
How it works.
Everything in one place
Every task from every client's lists, plus your team's own.
Slice it
Click a number or a chart to filter; group by client, person, status or week.
Share the view
Every filter lives in the link — send it and they see exactly what you see.
What you get
- List, Board, Gantt or Calendar
- Time tracked and cost on every task, plus any custom field as a column
- Open a task's time entries right on its row: fix a length, a date, or who tracked it
- A Time filter: only the tasks worked on this month, last month or between two dates
- Every filter kept in the link, so a view can be shared
Runs on
More in running the work.
All features →Task page
Any ClickUp record in full — every field editable, linked records clickable, without opening ClickUp.
Planner
Each person's day hour by hour: meetings from the calendar, tasks fitted into the gaps, biggest clients first.
CRM
Every company at 70,000 feet: open and late work, hours against the cap, last and next meeting, emails waiting.