Das Problem
Project details scatter across drive folders, password managers, and task tools with no link back to the client record.
Feature
Projects
Track client projects with structured fields — link tasks, password entries, files, and payments without leaving the workspace.
So hilft Vmoox
Projects is an admin-seeded catalog app with full template JSON. Install from Default Apps, customize views, and link Tasks and Password storage to each project row.
Für den Alltag gebaut
Tiefgehende Funktionen, die Teams vom ersten Tag an nutzen.
Structured fields
Technology, industry, and client metadata out of the box.
Linked work
Tasks and credentials point at project rows.
Board delivery
Kanban by status for active client work.
Files on row
Contracts and deliverables on the project.
Payment tracking
Milestone payments beside project context.
Timo time
Log billable hours on the project record.
Das erhalten Sie
Client delivery hub for agencies and dev shops.
- Project name, type, client, technology, tags, industry
- Table and board views with filters
- Link to Tasks and Password storage records
- Comments, files, payment on each project
- Admin-seeded template — ready after install
- Customize fields and views as owner
- Integrable from Leads and custom apps
- Default Apps in the Apps hub
Projects anchor delivery
Fourth in our app order — where client work lives after the deal is won.
- Seeded catalog app with full template
- Pairs with Tasks and Password storage
- Same integration rail as Leads
- Live in workspace catalog
Deliver client work
Install Projects with Tasks and Password storage.
Create project
Client, type, and technology on the row.
Link tasks
Break delivery into assigned task records.
Store credentials
Password storage entries linked to this project.
Track time & pay
Timo sessions and payment lines on the project.
Für wen es gedacht ist
Reale Szenarien, in denen Teams diese Funktion jede Woche nutzen.
Dev agency
Projects per client with tasks, repos passwords, and time.
Marketing studio
Campaign projects linked to lead source.
Retainer clients
Ongoing projects with payment lines each month.
Im eigenen Workspace testen
Track client projects with structured fields — link tasks, password entries, files, and payments without leaving the workspace.
- Free Starter plan
- No credit card required
- Full workspace in minutes