Projects & Tasks — Task365

Why agencies choose Projects & Tasks

Everything you need to run this part of your agency — without the busywork.

Drag-and-drop kanban board

Recurring tasks with auto-instances

Subtasks, checklists & attachments

Task templates per service

Calendar & my-tasks views

Ship work without the status meetings

Agencies lose hours every week to "where are we at?" updates. Task365 replaces them with a live kanban board, self-creating recurring tasks and workload views that show who is overloaded before things slip.

Drag-and-drop tasks between status columns

Recurring tasks create their next instance automatically

Checklists, subtasks, attachments and comments in one place

Projects & Tasks · Task365

Drag-and-drop kanban board

Recurring tasks with auto-instances

Subtasks, checklists & attachments

Task templates per service

Live

Works with your stack

Lead365 · BikriBook · Razorpay · Slack · Teams · Google Calendar · Meet · Meta Ads

Frequently asked questions

Yes - mark a task as recurring (daily/weekly/monthly/custom) and Task365 creates the next instance automatically on schedule.

The Team page shows every member's active tasks, overdue count, hours this week and a 7-day capacity grid so you can rebalance before things slip.

Yes - 5 system templates (Digital Marketing Retainer, Shopify Operations, Social Media, Website Management, AI Automation) seed a project with its standard task list in one click.

Explore more features

Client Management

Retainers, onboarding checklists, health scores and a branded client portal.

Leads & CRM

Pipeline, Lead365 sync, Meta Ads capture, proposals and win/loss tracking.

Finance & Invoicing

BikriBook sync, GST invoices, expenses and per-client profitability.

Reporting

Weekly/monthly client reports with auto-calculated metrics and PDFs.

Automation

No-code rules: notifications, task creation and follow-ups on autopilot.

Try Projects & Tasks free for 14 days

Every feature, every plan, no credit card required.

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