Project & Task Tracker

What it does

The Projects module keeps your delivery organized without forcing you to adopt a generic project management tool that knows nothing about your business.

• Create a project for every client engagement with status, deadline, and team assignment
• Break delivery into tasks with individual owners and due dates
• Track project status across a simple lifecycle: Draft → Active → Complete
• Attach files and notes directly to projects so context never lives in someone's inbox
• View all open tasks across all projects in a unified staff task list
• Clients see project status and milestones in their portal — no status-update calls needed

Why it matters

When project information lives in emails, chat messages, and personal notebooks, work gets duplicated, deadlines get missed, and no one has a clear picture of delivery health. Centralizing projects and tasks means your team always knows what is in flight and what is next.

How it fits in

Projects sit at the center of Agglo's delivery layer. They are created from a won CRM lead, staffed with Tasks, funded by Quotes and Invoices, and made visible to the client through the Client Portal. The Automation module can fire milestone notifications and stale-project alerts without any manual intervention.