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Multiple views
TIMELINE VIEW
Stay on track with a clear visual timeline
Visualize your tasks and deadlines in a dynamic, drag-and-drop timeline that makes organizing your workflow seamless and intuitive. Whether you're coordinating a team or managing your own schedule, the Timeline helps you see the big picture and make adjustments effortlessly.
SAVED VIEWS
Focus on what matters most with saved views
Effortlessly sift through information, categorize tasks, and focus on what matters most to you. Say goodbye to information overload and hello to a more organized and personalized task management experience.
SUBTASKS
Break complex work into bite-size pieces with subtasks
Breaking tasks into subtasks offers a clearer understanding of the workflow, enabling more precise planning and execution. Navigating between subtasks is as simple as a single click with the subtask sidebar.
Collaborate with your team in real-time
Get important work done together.
Stay in the loop with watchers
Add watchers to your task so they receive notifications for comments, attachments, due date changes, and more. Stay informed without missing a beat.
Collaborate on tasks through comments
Engage in real-time discussions, share updates, and collaborate seamlessly with your team, all within the context of specific tasks.
Never miss another crucial deadline with reminders
Say goodbye to missed deadlines and overlooked tasks! Let Upbase reminders be your dedicated personal assistant, ensuring you stay on top of every important date and commitment.
Multiple reminders
Effortlessly stay ahead, reduce oversights, and enjoy a stress-free approach to managing your commitments.
Automatic reminders
No need to set manual reminders. Just input your due date and time, and Upbase will automatically set reminders for you.
Recurring reminders
Once you set reminders for recurring tasks, you'll receive timely and ongoing notifications, keeping you consistently on track.
Link tasks together for quick reference
Effortlessly sift through information, categorize tasks, and focus on what matters most to you. Say goodbye to information overload and hello to a more organized and personalized task management experience.
Get a bird's-eye view of your own tasks
At a glance, you can see all tasks assigned to you or created by you across projects. This helps you keep track of your tasks in a centralized location.
Tailor your workflow to your needs with custom fields
Tailor your project data to seamlessly align with your unique workflow, capture and organize project-specific information, and elevate efficiency and control.
There's even more
Everything you and your team need to stay on top of your work.
Multiple assignees
Simplify task delegation by assigning responsibilities to multiple team members at once, promoting efficiency and dynamic teamwork.
Multiple lists
A single task can be added to multiple lists, allowing for easy reference anywhere without duplication.
Tags
Categorize and label tasks across different lists based on custom criteria. Easily filter tasks by tags using the Tag Manager.
Daily summary email
Every morning, you’ll receive a Daily Summary email notification for tasks that are overdue, due today, and due tomorrow.
Recurring tasks
Set up daily, weekly, monthly, or custom recurring schedules, ensuring no important task slips through the cracks.
Group tasks
Group tasks by section, assignee, priority, due date, and more to customize how your tasks are organized in your view.
Email tasks
The "Add tasks via email" feature allows you to effortlessly create tasks directly from your email inbox.
Description templates
Save and reuse task descriptions with ease. By minimizing repetitive typing, you save time and effort, allowing you to focus on what matters most.
Keyboard shortcuts
Navigate and manage tasks with lightning speed using simple and intuitive keyboard shortcuts.
Explore other Upbase features
Daily Planner
Plan your perfect day with Time blocking, Daily Notes, and more.
Docs
Create beautiful docs, notes, wikis, and knowledge bases.
Files
Bring all your files to one central place for easy collaboration.
Links
Save, access, and collaborate on your online resources easily.
Messages
Keep your team discussions organized, on-topic, and easy to find.
Chat
Receive instant answers directly within Upbase through real-time chat.
Why force internal project tools to handle client work?
Most project tools are built for internal teams. Upbase is purpose-built for agencies and service teams that work with clients every day.
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