Project Management

Empower your project teams to stay focused on the most important work. From simple projects to complex programs, our solutions are built to help you deliver.

Project management is easy with SmartSuite
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Plan, track and manage projects of any size

Plan, Track and Manage
Projects Of Any Size

Create a unified project management system with all the tools you need on a single platform. Manage tasks, milestones, owners and resources for each project, staying on top of current status with flexible reports and timeline views to see how everything is lining up.

Monitor multiple projects with SmartSuite dashboards, making key metrics available at a glance. With all project information in one place you can easily analyze budgets, prioritize work and ensure your team’s success.

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Unify the management of all your projects

Manage Any Project
From Simple To Complex

We understand not all projects are created equal, which is why we offer an array of templates to jump start any type of project that can be easily tailored to meet your specific project needs.

Templates range from task management and single-used projects, to milestone based projects and complex transformational program management.


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Organize and prioritize every task

Organize & Prioritize
Every Task

Task management is built into the core of SmartSuite to deliver everything from simple projects to complex, cross-functional programs. They’re the building blocks of any project, allowing managers to assign, prioritize and schedule work items, sub items, checklist tasks and even comments within conversations.

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Define your timelines with phases and milestones

Define Your Timelines With
Phases And Milestones

Visualize tasks as stepping stones to the finish line of all your projects. Create milestones and add phases to easily stay on top of progress. Track milestones by workstream or team, owner, and proactively identify risks and issues to ensure everything stays on track.

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Always Stay On Track With Progress Reports

Always Stay On Track
With Progress Reports

Project management templates integrate status reporting directly in to projects. Track weekly progress by team or workstream, analyze risks and issues and stay proactive.

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Effectively allocate your available resources

Effectively Allocate
Your Available Resources

Maintain a clear view of project teams and proactively manage staff workloads, cross-functional team needs, and stay ahead of resource bottlenecks.

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Organize and manage files and project deliverables

Organize And Manage
Files And Project Deliverables

Attach key deliverables, provide feedback, and manage versions - all right in the context of your project work. No need to toggle between external file management systems and shared files...but if you want to work that way, simply add a link to the deliverables right in the project record.

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Track Time in Projects

Track Time Across
Projects and Tasks

See your team’s time entries and filter them in any number of ways to build customized reports. Group time entries together, see estimates, and segment billable and non-billable entries.

Log time worked by selecting a day and entering hour and minute values. We’ve added short-cut keys to make logging time easy - it shouldn’t take so much time just to enter your time.

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Monitor project health with reports and dashboards

Monitor Project Health With
Reports And Dashboards

Easily create dashboards as launchpads to your project details - summarize important tasks, key milestones, project deliverables, teams and discussion threads.

Instantly switch between report view types to view project work in Grid, Card, Kanban, Calendar, Timeline, and Chart Views.

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My Work consolidates you tasks into a single list

See All Of Your Work
In One Place

Typically team members work on multiple projects and manage day-to-day processes at the same time - not to mention those personal todos that pop up. SmartSuite’s My Work feature brings every team members’ tasks for every work item into one friendly view.

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Collaborate on your work in context

Collaborate With Your Team
Where The Work Happens

SmartSuite is designed from the ground-up to prevent shifting between the system where conversations about work are happening to the system and where the actual work is being done. Conversations and project work all happen here.

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Access Project DataFrom Anywhere

Access Project Data
From Anywhere

SmartSuite Mobile Apps let you stay connected to projects wherever you are - and maintain an accurate picture of project activity from job sites. Everything you can view on web can be accessed via mobile.

It's ideal for remote workers, entrepreneurs on the go, construction teams, real estate agents and more. Truly anyone who's work takes them out into the world.

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How SmartSuite Works For Your Teams

Create a project dashboard with daily stand-ups, tasks, world clock, calendar and files

Unify Your Project & Status Reporting

Run reports and build dashboards to ensure you know what’s happening at all times. Stay proactive before small issues become big problems.

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See open comments in a grid and click to open

Collaborate In Context

Simplify communication by uniting entire project teams, key stakeholders and even external participants with integrated conversations so everyone stays on the same page.

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Visually track your project deadlines

Visually Track Your Deadlines

Never let a key task get lost in email, chat tools or shared spreadsheets again. Keep a clear eye on project status in Grid View reports, or use Calendar and Timeline Views to manage project milestones.

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Easily Integrate Productivity Tools

Amplify your reach with one-click integrations to calendar management, video conferencing, messaging, shared drives and more.

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Simplify working with your team

Staff Projects & Manage Teams

React to the needs of your team in real time. Work together on complex issues, identify risks, offer guidance and cultivate a collaborative culture. Use Member Directory to get to know team members skills and experiences, check their availability and see who’s online.

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Simplify working with your team

Automate Routine Tasks

Trigger easy actions to automate project management processes and seamlessly move between milestones and phases. Use the intuitive Automation builder to ignite actions based on easy-to-configure rule sets.

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Collaborate with your team in real time

Manage Project Change Requests

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Track requests by status and link directly to other project management solutions to maintain a clear view of scope.

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Explore All Features

Project Management

Click on the cards below to view a live, read only version of the solution template.
Manage entire programs and their projects

Program Management Office

Manage a portfolio of related projects serving a common goal. Roll key KPIs, status, issues and resolutions. Track project workstreams and map out milestones in timeline views.

Manage entire programs and their projects
https://app.smartsuite.com/public/pb7v5n6n/solution/5f4f985707b3ff7de1b70ae4
Streamline every aspect of project management

Project Management

This solution is for any team or company seeking a comprehensive, flexible project management suite to track work efforts and major milestones. Manage multi-team workstreams, deliverables, status reports and more.

Streamline every aspect of project management
https://app.smartsuite.com/public/pb7v5n6n/solution/5f60e4ef3929e14798ac9f48
Create simple, easy to understand plans

Single Project

Keep it simple...enjoy a solution to manage a single-project from start to finish. Just because it's simple, doesn't mean it's not smart:)

Create simple, easy to understand plans
https://app.smartsuite.com/public/pb7v5n6n/solution/60a3f314f65cf85b8b23b4c8
Manage all of your project tasks

Task Manager

Create and assign general tasks, flag due dates, create checklists, prioritize, collaborate in real-time and ditch clunky spreadsheets once and for all.

Manage all of your project tasks
https://app.smartsuite.com/public/pb7v5n6n/solution/60a3fff6fd1767073a10bbe6
Manage Agile development projects easily

Agile Projects

Unlock the power of Agile teams! This solution helps project managers run agile teams, plan epics, prioritize user stories, and schedule sprints.

Manage Agile development projects easily
https://app.smartsuite.com/public/pb7v5n6n/solution/60a7b9d2d061e51ab7abc580
Manage all of your project change requests

Change Requests

Avoid project death by a thousand changes and uncontrolled scope creep using a structured Change Requests process. Link it with the project management solution to up your delivery game!

Manage all of your project change requests
https://app.smartsuite.com/public/pb7v5n6n/solution/5fb44961ea92b21810d6829a
Manage and approve project change requests

Project Requests

State your case! Craft and submit project requests for review and approval. Easily adjust project requirements to expedite review and approval.

Manage and approve project change requests
https://app.smartsuite.com/public/pb7v5n6n/solution/60a51b7b5711569fb40e5cab
Manage your project portfolio in one place

Project Portfolio

Add structure to building your project portfolio, while matching your budget and resource capacity. Keep your projects organized in one place and prioritize them to make sure the right projects are approved.

Manage your project portfolio in one place
https://app.smartsuite.com/public/pb7v5n6n/solution/60a534e219099dd44eab31b6
Manage project risks and issues

Project Risks & Issues

Centralize project risk and issues to ensure mitigation and resolution actions are effectively deployed. Capture cross-functional data to analyze and eliminate root cause issues tripping up your projects.

Manage project risks and issues
https://app.smartsuite.com/public/pb7v5n6n/solution/60a579b9ba3d2cfe7a5650e7
Create project management status reports

Status Reports

What PM or executive doesn't love a great status report? Avoid haphazard reports by standardizing on a simple status template for any project or program.

Create project management status reports
https://app.smartsuite.com/public/pb7v5n6n/solution/60a4229a9958b0fab42d7c87
Document project team meetings

Team Meetings

Never leave a meeting confused or drained again. Plan agendas, capture notes, assign action items, keep up on team activities from one place.

Document project team meetings
https://app.smartsuite.com/public/pb7v5n6n/solution/60a66cd426748456512221c8
Track all business expenses quickly and easily

Expense Tracking

Track all business expenses quickly and easily. Ideal for low-to-medium expense volume.

Track all business expenses quickly and easily
https://app.smartsuite.com/public/pb7v5n6n/solution/5fcf9a5cbb07c36acd0ac2bd
Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.

Time Tracker

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes. Get this great addition to other solutions in the library.

Easily track employee hours across projects, manage contractor and freelancer work, and track the clock for billing purposes.
https://app.smartsuite.com/public/pb7v5n6n/solution/5fda25635631e8a69d3f88a7

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