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Explaining the logic of
Explaining the logic of

Clients > Projects > Tasks

Updated over a week ago

Here's what you'll learn in this section:

  1. What is

  2. Why use

  3. Understanding the basics

  4. An example of a company registered on

  5. Getting Started

1.What is is a corporate project management software solution that essentially works using a concept of users, tasks, projects and clients, organized hierarchically:

Clients > Projects > Tasks

Understanding these three groupings is fundamental to understanding how works because the system organizes all your work by using this three-tiered hierarchy.

Every task belongs to a project, which in turn belongs to a client. A client may sometimes request more than one project, and this, in turn, can result in a great number of tasks. When creating a task you’re able to assign up to 20 users per task and they can all work at the same time. 

Clients can be external customers or internal company areas. Projects, services offered and Tasks are distributed among one or more assignees or allocated to the teams (backlog).

2. Why use ensures transparency and grants people autonomy. They can open their own tasks, define how long it will take to complete them and organize their workload while seeing an indication of realistic deadlines. What’s more, the software has powerful algorithms that help managers predict potential delays to delivery and whether cost overruns will occur.

Using, you take the information at hand and register it on the system. The software will then take care of project management, estimating deadlines and costs.  

3. Understanding the basics

Projects can be divided into groups and subgroups, creating two levels between projects and tasks, facilitating project organization. 

Client > Project > Group > Subgroup > Task

To add any employees and create new teams, the account administrator - the one who created the account - must register new users using their e-mails. Every user must have a name, e-mail and belong to a team. Whoever creates the team is considered their leader by default, but that leadership can be transferred. Users can open and receive tasks from each other, depending on the permissions that were set.

At this point, you need to choose which teams can access projects for each of your customers. For example, someone in the finance department may not be granted access to the customer "Acme", but they will be able to access the customer "Purchasing Department" since they are responsible for payments to the employees of this department. However, they probably won’t need access to the Acme client’s projects.

The tasks you create or receive are linked to a client and a project. Every task being created must be given a name and assigned to a task-owner (or team) and a client project.

4. An example of a company registered on

Imagine you have a marketing agency with 20 employees. You have three teams: Marketing, Administration and IT. There are 4 administrative staff, 8 marketing staff and 8 in IT.

Your employees are currently working with 5 different clients. Each client has 2 requested projects, totaling 10 projects in progress. They are projects focusing on development, support, marketing campaigns, and others.

5. Getting Started

You must:

  • Create tasks, don’t just try to remember them. 

  • Press the "Play" icon to work on your tasks.

  • Comment on tasks, formalizing decisions is an important part of customer relationships.

Managing projects, time, costs and staff is still complex, but makes it easier to deal with the complexity.

Have any doubts? Send us an e-mail on or a mensage on our chat. 

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