Feature Introduction
A single task is rarely just one line of "to-do." "Prepare product launch" is actually ten small tasks; "Close deal with Client A" involves calling, sending quotes, and scheduling signatures. With a flat task list, you either cram everything into one line and forget your progress, or create dozens of disconnected tasks without knowing which belongs to which. Communication is scattered across chat and email, and when your boss asks "who is handling the most tasks?", you can only guess.
That ends today.
Project Management 2.0 consolidates everything into a single place: each task can be broken down into two levels of subtasks with automatically accumulating progress, includes checklists, comments and teammate mentions (@mention) directly within the task, can be linked to Deals, Products, Orders, and Invoices, and features an Analysis tab showing the workload for each person. The task list has been redesigned, color-coded by status and deadline for immediate clarity on urgent tasks.
Problems Businesses Face
| Old Method | Consequences |
|---|---|
| Flat task list, unable to break down | Large tasks are vague lines, easy to forget details |
| Don't know how much of a large task is complete | Progress reports are based on intuition, boss lacks real-time grasp |
| Cannot see upcoming or overdue tasks | Remembering deadlines mentally, easily letting tasks slip unnoticed |
| Task communication scattered across chat/email | Information lost, involved parties not notified |
| Don't know who is overloaded with tasks | Uneven distribution, overloaded employees unnoticed by management |
Project Management 2.0 transforms tasks into a structured task tree with deadline alerts, communication channels, and transparent data — all tightly integrated with your business data.
Highlights
1. Two-Level Subtasks + Automatic Progress Accumulation
- Break Down Tasks: Split a large task into subtasks (up to two levels), each with its own assignee, deadline, and status.
- Automatic Progress Calculation: Complete subtasks, and the parent task's progress accumulates automatically — no manual percentage updates needed.
- See Progress at a Glance: The progress bar immediately shows how far the main task has progressed.
2. Checklists Available from Task Creation
- Define Steps from the Start: Add a checklist of steps right when creating a task, no need to go back and add them later.
- No Missed Steps: All necessary actions are in one place and contribute to progress.
3. Standardized Completion Records by System
- Reliable Completion Times: Task status and completion times are recorded by the server, not individual computer clocks — consistent data for cross-referencing and reporting.
4. Link to Deals, Products, Orders, Invoices + 360° Activity
- Link Related Objects: Attach tasks to Deals, Products, Orders, and Invoices to know which opportunity/order the task serves.
- 360° Activity: An easy-to-read timeline showing all developments around a task — who did what and when.
- Easy Traceability: From a deal or order, you can instantly see related tasks and their statuses.
5. Redesigned List — Color-Coded by Status & Deadline + "Today" Board
- Know Status by Color: To Do, In Progress, Completed, Cancelled — each status has a subtle, easy-to-read shade.
- Deadline Alerts on the Line: Tasks approaching deadline are amber, overdue tasks are red — quickly identify what needs immediate attention.
- "Today" Board: At the top of the page, it groups "Overdue · Due Today · Upcoming · High Priority · My Tasks", clicking takes you directly to the filtered list.
💡 Need a daily priority plan? Click "AI Suggest" for the assistant to sort tasks by recommended order of action (feature uses credits).
6. In-Task Comments + Teammate Mentions (@mention)
- Communicate within the Task: All discussions are alongside the task itself, not lost in chat/email.
- Teammate Mentions (@mention): Type
@and select a team member; mentioned names are highlighted in blue for easy visibility, and that person immediately receives an in-app notification. - Add Email When Needed: Enable the option to send an email to the mentioned person to include even offline colleagues.
7. Task Analysis Board — Workload Per User
- Instant Overview: Total tasks, in progress, completed, overdue, completion rate, and on-time rate — with comparison to the previous period.
- Workload Per User: A chart shows who is overloaded and who has capacity — allowing for timely redistribution.
- Click on a User: View in detail what that person is working on across tasks.
8. Approvers & Reporters — Now Supports Multiple Approvers, with Start Date & Related Persons
- Multiple Approvers (Reviewers): Assign one or multiple approvers for tasks requiring multi-step approval.
- Reporter: The person who creates/monitors the task to track final outcomes.
- Start Date & Related Persons: Set a start milestone and add a list of related persons to follow progress.
9. Attachments from Library & Internal Link Insertion
- Attach from Library (Media Library): Select existing files/images from the entire workspace, no need to re-upload from your device.
- Insert Internal Links: Quickly attach links to your workspace's websites, landing pages, or articles — no manual URL pasting required.
10. Task Automation — Assignment, Status Changes, Completion, Email Mentions
- Automatic Task Assignment: Automatically create/assign tasks to the right person when an event occurs (deal stage change, new order...).
- Notify on Status Change / Completion: Automatically notify related persons when a task changes status or is completed.
- Email on Mention: Enable to receive an email when mentioned — easily toggle on/off in the Task's Automation tab.
- These scenarios are located in the Automation Catalog (see Automation article).
Benefits for Businesses
| Feature | Practical Benefits for You |
|---|---|
| Subtasks + Automatic Progress Accumulation | Large tasks are clearly divided, progress is transparent, no manual updates needed |
| Color-Coded List + "Today" Board | Instantly see upcoming/overdue tasks, start the workday focused |
| Comments + Mentions (@mention) | Discussions are contained within tasks, relevant people are notified — no lost information |
| Per-User Analysis Board | Identify overloaded individuals, reallocate resources promptly |
| Multiple Approvers / Reporters | Clear responsibilities, multi-step approvals when needed |
| Attachments from Library + Internal Links | Reuse workspace resources, stay within the system |
| Link to Deals/Products/Orders/Invoices + 360° Activity | All tasks linked to business data, easy traceability |
| Task Automation | Tasks don't fall through the cracks, reduced manual reminders |
Who Is It For?
- Sales Teams managing multiple tasks per deal (calls, quotes, follow-ups).
- Operations/Project Teams needing to break down large tasks, communicate within tasks, and track real progress.
- Managers who need to see workload per person and get accurate progress reports instead of asking everyone individually.
How to Get Started?
Go to CRM → Tasks, create a task, add a checklist and subtasks, link it to a relevant Deal/Order, then try commenting to mention a teammate and open the Analysis tab. Watch the step-by-step guide for Project Management 2.0 to follow along, and explore Automation for tasks that run themselves.
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