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Projects

Deliver client work without another tool

Plan projects on a board, track budget, progress and due dates, talk it through in discussions, and share files and invoices with your client, all on the same customer record in WordPress.

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  • Included in every paid plan
  • Clients follow along in the portal
yoursite.com/wp-admin › Projects
DoubleScale projects board with statuses, progress and due dates
How it works

From signed deal to delivered project

Projects pick up where sales leave off, so nothing the client told you gets lost.

  1. 1

    Start the project

    Create it from scratch or from a won deal. Add the client, owner, budget, start and due dates.

  2. 2

    Plan and work together

    Move it through your own statuses, add tasks, discuss in threads and attach files and documents.

  3. 3

    Keep the client in the loop

    Clients see progress, shared files and linked invoices in their portal, without status emails.

The project record

Budget, progress and every conversation in one place

Each project keeps its tasks, linked invoices and proposals, files and history together.

  • Progress: set it yourself or let it follow the project’s tasks.
  • Discussions: threaded comments and replies for your team and the client.
  • Documents: link proposals and invoices so billing matches the work.
  • History: status, budget, date and file changes are logged automatically.
Built for client work

Everything an agency needs to deliver

Boards with your statuses

Name and colour your own statuses and drag projects between them on a kanban board.

Tasks inside projects

Break the work into tasks with owners, due dates, subtasks and reminders.

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Created from won deals

Turn a won deal into a project and keep the deal, client and documents linked.

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Due dates and reminders

Projects appear on the team calendar, with reminders when they are due soon or overdue.

Project automations

Start workflows when a project is created, changes status, gets a comment, or runs late.

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Project roles

Project Manager and Project Member roles give each person the access their job needs.

Client portal

Clients see their projects without asking for updates

Projects appear in the DoubleScale client portal as cards with progress, budget and due date. Each one opens with its overview, invoices, proposals, shared files and history.

  • Clients can upload files back to you from the portal.
  • Due dates show on the client’s portal calendar.
  • You choose what each client can see.
Explore the client portal
In progress

Time tracking is on the way

We are building time tracking into projects and tasks: start a timer or log hours, see time against budget, and turn billable time into invoice lines.

  • Timers and manual time entries on tasks and projects
  • Hours compared with budget for every project
  • Billable time added to invoices
Follow the roadmap
Works with
Client portal Share progress, files and invoices with clients. Tasks Assign and track the work inside each project. Proposals and invoices Bill for the work you deliver. Sales pipelines Turn won deals into projects.
FAQ

Project questions

How projects work in DoubleScale.

Which plan includes projects?

Projects are part of DoubleScale Pro, included in the Basic, Plus and Enterprise plans.

Can clients see their projects?

Yes. Projects appear in the client portal with progress, budget, due date, shared files, linked invoices and proposals, and history. You choose what each client can see.

Can I create a project from a deal?

Yes. Turn a won deal into a project and the client, deal and documents stay linked.

How is progress calculated?

You can set progress yourself, or let it follow the share of the project's tasks that are done.

Is time tracking available?

Not yet. Time tracking for projects and tasks is in progress, with timers, time against budget and billable time on invoices.

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