Projects — client delivery — Vmoox
Feature

Projects

Track client projects with structured fields — link tasks, password entries, files, and payments without leaving the workspace.

Projects board
Projects

הבעיה

Project details scatter across drive folders, password managers, and task tools with no link back to the client record.

איך Vmoox עוזר

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.

נבנה לעבודה יומיומית

יכולות עמוקות שצוותים משתמשים בהן מהיום הראשון.

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.

מה מקבלים

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
Projects board
Projects anchor delivery

Deliver client work

Install Projects with Tasks and Password storage.

  1. Create project

    Client, type, and technology on the row.

  2. Link tasks

    Break delivery into assigned task records.

  3. Store credentials

    Password storage entries linked to this project.

  4. Track time & pay

    Timo sessions and payment lines on the project.

למי זה מתאים

תרחישים אמיתיים שבהם צוותים משתמשים בתכונה כל שבוע.

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.

נסו במרחב העבודה שלכם

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
כל התכונות