Work, approvals and conversations in one place.
Portfolios and projects, tasks with approvals, comments, attachments, @-mentions, a kanban board, a calendar and a map view.
Tasks in Portal are more than a to-do list. A task can require approval, carries comments with @-mentions and attachments, and can be placed on a map when the work has a location. Tasks roll up into projects and projects into portfolios.
Everything is live: a comment, an approval or a status change appears for everyone involved without a refresh, on the web and in the mobile app.
Projects & Tasks in detail
Portfolios and projects
Group work by portfolio and project with owners, dates and status.
Tasks with approvals
Any task can run through an approval flow; approvers see it in their inbox and on their phone.
Comments and @-mentions
Threaded comments with mentions that notify the right person, and attachments on every record.
Kanban and calendar
Drag tasks across a board, or see them by due date in the calendar.
Map view
Tasks with a location appear on a map, useful for field work and site visits.
Common questions about Projects & Tasks
Are notifications real time?
Yes. Portal pushes notifications and comments to open sessions immediately; the mobile app receives them as push notifications.
Other modules
Finance
Chart of accounts, ledgers and journals with automatic posting, fiscal years, matching, tax and analysis dimensions.
Learn moreInventory
Items, warehouses and locations, lots and serials, transfers, reservations, physical counts and inventory costing.
Learn moreProcurement
Material requests, requests for quotation, supplier submissions, evaluation and purchase orders, with landed costs and purchase invoices.
Learn more