Project & Task Management
Most teams manage projects, tasks, collaboration and customer data in separate tools, creating silos and a lack of full visibility. Planhat's Project & Task Management embeds workflow orchestration directly into your CRM, automatically triggering templated workflows (onboarding, renewals, churn mitigation) with relevant CRM context. Visualize workstreams in calendar, list, or kanban views, use step dependencies and checklists to break down complex workflows, and collaborate with customers directly via Portal on shared tasks.
01
Automate Critical Workflows
Trigger templated projects automatically when your data is updated — launch onboarding when deals close, kick off renewal processes 90 days before contract end, or initiate churn risk mitigation when health scores drop—ensuring your team consistently executes proven playbooks without manually creating tasks or remembering timelines.
02
Collaborate with Customers Seamlessly
Share projects directly with customers via Portal so they can co-own initiatives, complete their steps, and track time and progress alongside your team — turning onboarding, implementation, and strategic initiatives into transparent, collaborative workflows with shared accountability.
03
Manage Work Your Way
Tasks are highly extensible, with sub-tasks, custom fields, checklists, and bulk actions for efficient project management. Extend tasks by embedding videos and attachments.
