Features
Everything in Manager, area by area
One set of records for delivery, people, risk, goals and money. Each feature works on a sensible default and can be changed to fit how your company works.
Features marked Coming soon are built and wait only on a partner account, registration or provider key before they are switched on. Everything else on this page is available. A few features stay off until your admin turns them on, such as public intake forms and access for AI assistants.
Projects and delivery
Plan and run client and internal projects, from the first milestone to sign-off.
Projects from templates
Start a project from a template and get phases, milestones, tasks and RAID items in a minute. Save your own projects as templates.
Tasks, board and list
Tasks with owners, due dates and dependencies. Drag cards on the board, or use the list and keyboard instead.
Sub-tasks and checklists
Sub-tasks up to three levels deep by default (your company can allow more or fewer), and checklists inside a task that record who ticked each item.
Workflows per project
Give a project its own task statuses and the moves allowed between them. Projects without one keep your company's statuses.
Timeline and calendar
A Gantt timeline with dependencies you can drag, and a calendar of tasks, milestones and leave. Subscribe to it from Outlook or Google.
Milestones and baselines
Baseline, planned and forecast dates for every milestone. A baseline moves only through an approved change.
RAID log
Risks, assumptions, issues and dependencies, each with an owner, a due date and a mitigation.
Change requests
Record a change's effect on days and cost. Approving it updates the plan's baseline.
Recurring tasks and custom fields
Tasks that repeat on a schedule, and your own fields on projects, tasks, clients and people, with control over who sees them.
Automations
Rules that take the next step when something happens on a project, with a log of every run.
Intake forms
Build forms that create a task or a service request. Forms are for signed-in staff by default; public links work only if an admin turns them on, with rate limits.
Documents and wiki
Company and project pages that keep every version. A page inherits who can read and edit it from its project or space, and can be narrowed further.
Links to cloud files
Link a file in your cloud storage to a project, milestone, task, RAID item or change request. Only addresses on your company's allow-list are accepted, and Manager never opens them itself.
Programmes
Group projects into programmes with a roll-up of health, milestones, risks, dependencies and money.
Status reports and decisions
Weekly client and steering reports drafted from project data for you to edit and send, and a decision log that is never edited, only superseded.
Escalations and service requests
Escalations with levels and owners, and client requests with response and resolution targets that raise an alert when missed.
Client portal and sign-off
Give a client a read-only view of their project, and collect milestone sign-off by link.
Import
Bring projects and tasks in from a spreadsheet (CSV or Excel), with a report of any rows that could not be read.
People, check-ins and capacity
Know who is doing what, who is overloaded and who is blocked, without surveillance.
Daily check-in
Under a minute a day: what you did, what is next and what is blocking you. Leads see blockers first. Works on a phone and offline.
People and organisation
A people directory, profiles, reporting lines, primary and secondary teams, and your structure of departments, units and teams. Name your own organisation levels.
Org chart
Your organisation by reporting line or by unit, with search. It shows only the people the directory lets you see.
Capacity
Each person's load for the coming weeks against their working hours, leave and holidays, with overload and under-use flagged. Teams that estimate in points also see capacity from recent sprints.
Staffing search
Find people with the skills a piece of work needs who are free in the coming weeks, among those whose skills and workload you may see. It shows availability, never a ranking of people.
Fair workload
When someone is overloaded, Manager drafts a rebalancing for their lead to decide on. Recognition notes come with evidence; support prompts stay private and neutral.
What-if scenarios
Copy the plan into a sandbox, add hires or new work, and compare twelve weeks of load before committing. People who may see finance and rates also see cost, revenue and margin.
Leave and holidays
Leave balances with accrual and carry-over, requests and approval, a team calendar, and public holidays by country or location.
1:1s
Regular 1:1s with agenda templates, a shared agenda that carries over, private notes for the lead, and the meeting in both people's calendars without its content. No scores, and no AI over 1:1 notes.
Peer praise
Colleagues thank each other in their own words. The person thanked can hide a post. There are no counts or leaderboards, the AI never suggests or writes praise, and praise never feeds any score.
Skills and training
Skills declared by people and their leads, coverage by unit, and training plans.
Onboarding and leavers
Checklists from a company template, due relative to a person's start or end date, and a handover list of a leaver's open tasks and projects. Whether access ends automatically after the end date is a setting. Recurring routines that leads can see completed.
People documents
Contracts, certificates and other records kept privately: owners, admins and HR manage them, each person can read their own, every download is logged, and reminders come before a document expires. The AI never reads them.
Shift rota, incidents and hiring
Weekly shift rotas with approved swaps, an incident and safety log, and hiring for openings and candidates, with no AI screening or ranking.
Risk, alerts and briefs
Formula risk scores flag trouble early; alerts reach the right person with a next step.
Formula risk engine
Every project gets a green, amber or red health from fixed formulas over schedule, budget, capacity, blockers, client signals and data quality. The same facts always give the same score.
Risk you can check
Each score shows how it was calculated, its history and what would change it, so nobody has to take it on trust.
Alerts that reach the right person
Alerts go to the people who can act, by kind of problem and by your own routing rules, with quiet hours and a daily digest for anything not urgent.
A recommended next step
Each alert comes with a next step chosen by a fixed rule. At the starting level nothing happens until a person approves it, and an action that can be reversed can be undone for seven days.
Margin trend warnings
An alert when a project's current spending pace would take its margin below target before it finishes, with the sums shown. About projects, never people.
Executive briefs
A short written summary of your projects and people each morning, by email or in the app, with weekly and monthly briefs for leaders and the board.
Risk overview and scorecard
Red, amber and green counts by unit, what moved since last week, and a company scorecard of delivery, margin and utilisation. It never ranks individuals.
Goals, clients and products
Connect what the company is aiming for with the work and the clients that deliver it.
Goals and key results
Company, unit, team and personal goals with key results, owners and confidence, cascading from the top and linked to the projects that deliver them. A goal can also support more than one parent, shown on an alignment map.
Key results that update themselves
Link a key result to task completion, invoiced revenue, approved time or a KPI and it keeps itself up to date. A reminder comes when a goal has had no check-in for three weeks (by default), with an optional AI draft of the update from its figures.
Custom KPIs and scorecards
Your own KPIs for the company, a team or a project, entered by hand or calculated, grouped into scorecards. A KPI is never about one person, and team and project KPIs need at least five people by default.
Products
Products with an owner, a stage, linked projects and their own P&L.
Clients and contracts
Clients with contacts, account owners and contracts of every type: fixed price, time and materials, retainer or internal.
Client health
A health figure for each client account from delivery risk, overdue invoices, waiting approvals and margin, by a fixed formula that shows which factors it used. It is about the account, never a person, and no AI is involved.
Pipeline, quotes and renewals
Opportunities with a weighted forecast and your own stages, time in each stage, conversion and lost reasons; versioned quotes that become a project in one step; and reminders for contracts that end soon.
Time and money
Time, budgets, invoices and margin that always add up to the underlying lines.
Timesheets
A weekly grid against projects and tasks, a timer, and copy last week. Approval by project manager, line manager or both. Nobody approves their own unless they are the only approver, and that is flagged in the audit log.
Approval chains
Optional sign-off in up to six steps for timesheets, leave, expenses and allocation requests, by role, named people, line manager or head of unit. Without a chain, the single-step approval works as before.
Rate cards
Cost and bill rates per person or role, company-wide, per client or per contract, with dates. Rates already used never change.
Budgets
Budgets for projects, products and units, with cost to date and a forecast at completion.
Expenses, mileage and per-diem
Expense claims with receipts, mileage at your company's rate and per-diem by region. The AI can read a receipt to fill in the claim; the person checks it, and nothing is claimed from a reading alone.
Invoices and payments
Invoices from milestones, approved time or fixed amounts, with a PDF and email sending. Recurring and retainer invoices, part payments and overdue tracking.
Corrections, never edits
Approved timesheets and issued invoices are never changed. Corrections are reversing entries in an open accounting period, so the books always reconcile.
Revenue recognition and work in progress
Book earned revenue at month end as one journal entry per project, into open periods only, with reversing entries for corrections, and a work-in-progress report of earned against invoiced.
P&L and margin
Invoiced and earned revenue, cost and margin by project, product, unit and company, with drill-down to the lines.
Forecasts
Supply, booked work and weighted pipeline demand by month and role, revenue by month for finance, a six-month cash-flow forecast, and purchase orders with approval and committed spend against budgets.
Payroll export
Approved time and leave days per person per pay period, ready for your payroll system.
AI under human supervision
AI that explains, recommends and drafts. People decide. It never scores or judges anyone.
Ask Manager
Ask questions in plain language and get answers with links to the records behind them. It can only see what your role can see.
Explanations
Why a project is amber or red, in plain words, from the same figures the formulas used.
Drafts you approve
Check-ins from your recorded work and time, status reports, briefs, plans and rebalancing suggestions. Nothing is saved or sent until a person approves it.
Meeting notes to tasks
Paste or upload a project meeting's notes and get suggested tasks, each with the words it came from. Nothing is created until you tick and accept; notes marked or recognised as a one-to-one or HR meeting are refused.
From brief to plan
Turn a project brief into a draft plan with the roles to staff and, when the brief states the amounts, a budget proposal that still goes through approval.
Plain-language report summaries
A short summary of a report you can already see, with every figure checked against the rows. Reports grouped by person are not summarised.
AI actions with undo
Admins choose how much the AI may do for each kind of action. The starting level is Advise: it only suggests. Every action is logged, and actions that can be reversed can be undone for seven days.
Custom agents
Admins build their own agents from a fixed list of tools about work, never about people. They run by hand, on a schedule or on an event, within a credit cap per run, and can only suggest or propose: a person approves.
AI controls by role
Turn each AI feature on or off by role, set a monthly credit allowance per person, and choose whether finance data may reach the AI. Checked on every call.
Use Manager from your AI assistant
Connect an AI assistant that supports the Model Context Protocol (MCP) with an API token. Off until an admin turns it on; it sees only what the token is allowed to see, can write only tasks, their own time and key-result values, and every call is logged.
What Manager knows about me
Every person can see what the AI holds about them and what was shared with their lead.
Metered in credits
Every AI call is metered in credits, with budgets and warnings. If credits run out, AI pauses and everything else keeps working.
Reports and exports
Dashboards for every role, and exports that use the same figures as the pages.
Dashboards by role
My work, my projects, my team, my units, the company, products and money, each with charts.
Report builder
Build your own reports from the data you are allowed to see, and save them.
Excel, CSV and PDF
Export tables to Excel or CSV and pages to PDF. Every export is logged.
Board pack and evidence
A board pack with approved commentary, evidence packs for auditors, and time-limited read-only links.
Engineering metricsComing soon
Pull request review time, cycle time and throughput by project and team, never by person, from GitHub once it is connected.
Administration, privacy and security
Control who sees what, with defaults that work on day one.
Roles and permissions
Nine role templates and your own roles built from an action catalogue. Preview who gains or loses access before a role or privacy policy is saved, and roll a custom role back to an earlier version.
Privacy and visibility
Choose who sees check-ins, workload and contact details. Widening visibility starts only after a notice period, and everyone affected is told.
Who can see my data
Every person can see which roles and people can see each kind of their data, and download all of it.
Sign-in security
Multi-factor authentication with an authenticator app and recovery codes, required for owners, admins and finance.
Single sign-on and provisioning
SAML 2.0 single sign-on designed for Okta, Microsoft Entra ID and Google Workspace, and SCIM for Okta and Entra ID to create, update and deactivate people and groups.
Audit log and access reviews
Security-relevant changes, approvals, exports and sign-ins are logged and searchable. Access reviews and a segregation-of-duties report.
Support access you control
Through the product, Manager support sees nothing unless an admin grants read-only access for one ticket and a set time. Every view is logged.
Your logo and colours
Your logo in the app's top bar, an accent colour that must pass a contrast check, and the sender name on the emails Manager sends for your company.
Settings with sensible defaults
Every setting has a default suited to your country, grouped by area with a search. Rename words like project and check-in to match how your company talks, and let each person choose how durations and money are shown.
Integrations and API
Connect Manager to the tools you already use.
REST API and webhooks
A documented public API with scoped tokens, and signed outgoing webhooks for the events you choose.
Webhooks from Jira, GitHub Issues and Linear
Point your own Jira, GitHub or Linear webhook at Manager and issue changes create and update tasks in the project you linked. Every request is signed and checked; deletions are recorded, never applied.
Calendar feed
A private calendar feed of your tasks, milestones, leave and 1:1s for Outlook, Google or Apple Calendar.
Spreadsheets
Import from CSV or Excel with suggested column mapping you confirm. For a people import, the AI can suggest the mapping, from the column headings alone by default.
Jira and GitHubComing soon
Connect Jira and GitHub accounts to import Jira projects and issues, and see GitHub pull requests and reviews on tasks.
Google Workspace and Microsoft 365Coming soon
Sign in with Google or Microsoft, import people, and read calendars for meetings and leave, with notice to staff and a personal opt-out.
Slack and Microsoft TeamsComing soon
Check in, receive alerts and approve from chat.
Xero and QuickBooksComing soon
Send invoices, credit notes and payments to your accounting system and bring payments back.
Check in by email replyComing soon
Reply to the reminder email to write your check-in.
Everyday use
Fast to learn, works on a phone, and helps you get started.
My day
Everything waiting for you in one list: urgent alerts first, then approvals, your team and your own work.
Live updates
Pages refresh themselves when something changes, such as a new comment, a task update or an alert. Each person can turn it off.
Command palette
Press Ctrl+K or Cmd+K to jump to a page in your menus or find a record you can see.
Rich text and mentions
Comments with headings, lists, links and code, and mentions that notify the people on the project.
Phone and offline
Phone layouts for check-ins, alerts, approvals and briefs. Install it on your home screen; check-ins save offline and send when you are back.
Notifications your way
In-app, email and push notifications, with quiet hours in your own time zone and a daily digest by default.
Search
Find projects, tasks, milestones, risks, people, clients, invoices, quotes, changes, decisions, incidents, files and goals you have access to.
Search by meaningComing soon
Find records by meaning as well as by words. Only record titles and your search words are sent to the search provider, and each search is metered in credits.
Set-up guide and sample company
Five optional steps for a new company, and a labelled sample company to look around with, removed in one click.
Light and dark
Light, Classic, Dark or follow your device.
See it with your own projects
Create your company in a couple of minutes. Free for up to 10 people, no card needed, and everything works on sensible defaults from the first day.