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Workspaceby Aells

Operations · Workspace by Aells

Move accepted work into visible projects and delivery ownership

Create client projects, set dates and status, add members, and connect delivery work to tasks and client visibility.

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Overview

How Project Management works in Workspace

Workspace project management brings client context, delivery dates, project status, members, and tasks into one company-controlled workflow. Employees see work relevant to them while company users retain oversight.

Capabilities

A practical structure for the work

1

Client-linked projects

Connect each project to the client record that owns the engagement.

2

Dates and status

Track planned start, end, and operational project status.

3

Project members

Associate approved company users with delivery responsibility.

4

Portal visibility

Share relevant project progress through the separate client experience.

Workflow

From setup to accountable action

  1. 1Create a project from agreed work.
  2. 2Assign members and delivery dates.
  3. 3Track tasks and share appropriate progress with the client.

Questions

Clear answers before setup

Can employees see assigned projects?

Yes. The employee project experience is designed to show work associated with that employee.

Can a project be linked to a client?

Yes. Company projects can be created against tenant-scoped client records.

Continue exploring Workspace

Task ManagementClient ManagementClient Portal