Connect People, Tasks, and Timelines in One Place
Stay on top of every project in your business. From big-picture overviews to detailed task tracking, OneOffice Projects brings clarity, accountability, and progress into one place.
See all ongoing and completed projects in a single dashboard.
Track project progress, deadlines, and status in real-time.
Click into any project for detailed views of tasks, team members, and updates.
Project Overview
at a Glance
To-Do Integration for Every Project
Transform every project into clear, actionable steps with built-in To-do lists, status markers, and reminders.
Organize with To-Do Lists
Break projects down into manageable tasks with To-do lists.
Track Task Status
Use task Status markers like Open and Done to measure progress.
Manage Task Details
Add task details, set deadlines, and update completion directly inside the project.
Set Follow-Up Reminders
Follow up through Call, Email, or Meeting reminders so nothing slips.
Set Task Priorities
Prioritize tasks with High, Medium, or Low levels.
Assign the Right People
Assign users to projects with defined roles, allocate tasks by priority, and maintain full admin oversight.
Assign Users to Projects
Add users to each project with defined roles.
Delegate Tasks Effectively
Assign specific tasks to project members based on priority and expertise.
Maintain Admin Control
Keep admins in full control with visibility over all projects and team activity.
Project Users & Visibility
View all project users, allow admins to monitor and reassign tasks, and maintain full transparency on ownership and updates.
Project Users
Each project lists its users for clarity and accountability.
Admin Oversight
Admins can monitor and reassign text-muted-darks, tasks, or projects as needed.
Task Ownership
Ensure transparency by linking each task and update to its owner.
Link Projects to Deals
Align projects with CRM deals, link deliverables to revenue, and track progress for a complete business overview.
Connect CRM with Projects
Connect projects directly to deals in your CRM for seamless alignment.
Link Deliverables
Ensure client deliverables are tied to the right revenue opportunities.
Track Deal Progress
Track deal progress alongside project execution for a complete business view.
Drill Down Into the Details
Dive deep into each project with full visibility of tasks, team members, assignments, and updates in one place.
To-do Tasks
Manage tasks with clear status indicators and deadlines to keep your projects on track.
Assigned Team Members
Assign tasks and text-muted-darks to specific team members for clear accountability and smooth collaboration.
Available Users
View all users eligible to be added to projects for streamlined team management.
Project Updates
Keep all updates, notes, and follow-ups in one place for easy tracking and collaboration.
