Manage client deliverables effectively
The core operational hub for tracking active work, budgets, and tasks.
Undesk Team
20 Jan 2027
Watch Projects in action
Coming soon (2:45)
About This Feature
Projects are the operational heart of Undesk. Whenever a Deal is won, you can spin up a Project to handle the actual fulfillment. The project acts as a container, associating tasks, tracked time, and client details into one unified view, ensuring your team knows exactly what needs to be delivered and when.
What You Can Do
Create dedicated projects and assign them to specific Clients.
Track the overarching status and health of the deliverable.
Use the project to organize Tasks and Time Entries.
Analyze project distribution across your agency in the Analytics tab.
Requirements
Projects must be associated with a valid Client.
Requires a title and status to be created.
Visible to workspace members based on permission levels.
Frequently asked questions
Everything you need to know about how this feature works.