Project Management with built in
  • Gantt Charts
  • Templates
  • Budgets
  • Dependencies
  • Sub Projects

WORKetc allows you to manage projects of any size with confidence and ensure your team is prepared for every new opportunity.

Project Management Doesn't Stop at Projects.

Project work doesn't magically start once a deal is closed, nor does it suddenly stop with the last milestone.

WORKetc's all-in-one solution takes care of the entire business cycle, from sales management to project delivery, invoicing and back again.

All-in-One Projects means All-of-Business Gains.

When your project management software comes with built-in CRM, sales, billing, documents, and customer portal, your entire business reaps the rewards.

Lock Down Best Practices

Ensure best-practice compliance with project templates, task dependencies, and nested projects. For extra assurance, auto-attach knowledge base resources and dial in the billing team, all without leaving your project screen.

Spend less on software

Eliminate software sprawl and work in one familiar environment at all times. Save money and your time by replacing a range of solutions that operate in isolation.

Company-wide Context & Clarity

Launch in-context team discussions from directly inside projects for focused conversations. Rise above the noise with filtered history of key decisions and critical information.

Projects On Auto-Pilot

Reduce admin and eliminate repetitive project tasks. Custom stages, milestones, and task dependencies keep your projects moving forward, even when you're not at the controls.

True Operational Oversight

Keep teams aligned and management informed with powerful visualizations and progress-tracking tools like Gantt charts, time-tracking, or build your own custom views and filters.

WORKetc UI Element - Project Dependencies
WORKetc UI Element - Project Overview Card
WORKetc UI Element - Discussion Card
WORKetc UI Element - Project Stages Table
WORKetc UI Element - Project Gantt Chart

Flexible Project Tools that Put You in Control

Stop struggling with one-size-fits-all project tools. Take control with flexible tools and features that put you back in the driver's seat.

Project Templates
Project Budgets
Gantt Chart
Types & Stages
Dependent Tasks
Task Management
Project Views

Get to Finish Faster with Project Templates

Use an existing project as a template or select from your template library. Set a new start date, and watch as everything from client details to project stages automatically aligns, ensuring you're ready to hit the ground running.
WORKetc UI Element - Project From Template

Know Where Every Project Dollar Goes

Know exactly how and when project costs impact your bottom line. Get real-time insights into time and materials, expenses and forecast confidently. Budget ahead for overruns and adjust to stay profitable.
WORKetc UI Element - Create New Project Budgeting Modal

Big Picture View. Granular Project Control.

See your project's critical path without digging into individual tasks. Move tasks, adjust deadlines, reallocate resources and see how changes instantly ripple through your schedule.
WORKetc UI Element - Project Gantt Chart

Compare Progress Across All Projects

Organize projects into types and assign tasks to stages for instant progress tracking across your entire workload. Trigger next actions by stage completion.
WORKetc UI Element - Project/Task Data Grid

Organize by Sub-Project. Create Task Rules.

Simplify managing large complex projects with nested-projects that update the main timeline as tasks are completed. Ensure the right tasks get done in the right order by linking dependent tasks.
WORKetc UI Element - Project Dependencies

Create Tasks Anywhere, Assign to Anyone

Create and link tasks to projects, sales, billing, support, and more. Automate routine work with recurring tasks and assign tasks to your team, clients or contractors.
WORKetc UI Element - Task List Controls

View Your Work, Your Way

Cut through project clutter with custom views, filters, and smart lists. Easily save your favorite views and pick up right where you left off with context-aware settings.
WORKetc UI Element - Project Card Views

Ready to Experience Powerful Project Management?

Start your 14-day free trial. No credit-card required.

WORKFLOWS

Project management for any workflow you can imagine.

Automate routine tasks, track work across departments, and keep everyone in the loop.

Convert Lead to Project
Client Collaboration
Budget to Project Billing
Support Case to Project
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Project Team Notified

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Sales Team Closes Deal

Webform or shared inbox generates new contact and team marks lead as "Won".

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Quote Converts to Project

Project and tasks automatically created according to milestones in initial customer quote.

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Project Auto-Populates

Bulk task assignment to appropriate team members according to relevant stages.

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Invoicing & Billing
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Team Discussions
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New Support Case
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Sales Lead Identified
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Client Portal Approval
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Account Manager Notified

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Invite to Customer Portal

Clients are provided a login to access WORKetc as a guest with custom permissions.

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Customer Accesses Files

Clients receive designated access to chosen modules within WORKetc including specific deliverables.

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Feedback via Discussions

Both clients and project team can make edits and communicate using in-context discussion tools.

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Project Updated
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Task Assigned to Team
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Edits Added to Invoice
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Client Final Approvals
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Invoice Issued to Client
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Account Manager & Client Notified

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Event Scheduled & Invitations Sent

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Project Milestone Completed

Project team updates progress in WORKetc and relevant automations are triggered.

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Budget Converted to Invoice

Quote line-items are automatically converted to an invoice and linked to project budget.

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Invoice Modified & Issued

Edits made easily using billing engine and saved product catalog to fill additional line items.

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Client Request for Edits
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Project / Tasks Updated
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Edits Added to Invoice
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Client Final Approval
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Invoice Re-issued
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Client Acknowledged with Auto-reply Email

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Email Received

Emails are received at a dedicated customer support inbox with shared team access.

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Triaged & Assigned to Project

Support request is screened for priority, linked to relevant project, and assigned to appropriate team.

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Bulk Tasks Assigned

New project is built with custom stages, tasks and assignments according to support requirements.

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Project Complete
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Client Email Notice
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Client Reply to Inbox
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Project Marked "Done"
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Billing Updated
Get Workflow

Your projects, streamlining themselves.

WORKetc UI Element - Project From Template

Turn Common Projects into Templates

Take the repetition out of project management and standardize projects for the team.

WORKetc UI Element - Project Data Grid

Keep Things In Check, With No Need to Check

Project templates and task dependencies mean that your plan ... always goes to plan.

WORKetc UI Element - Project Notification Options

Build Automations & Receive Custom Alerts

Task dependencies within projects and automated updates keep everyone in the know.

What if we use
  • Dropbox
  • Gmail
  • QuickBooks
  • Xero
  • Outlook

Whether it's your existing accounting or cloud storage solution, WORKetc integrates seamlessly with some of the most popular business tools.

We were able to consolidate four separate systems with one WORKetc implementation.

IT Director, Health Services

Great app to integrate our WORKetc CRM with our emails. Works cleanly and easily.

Founder, Architecture Consulting

We put the WORKetc integration through the ringer and it never fails! Great application and stellar service!

CEO, IT Services

Thanks to WORKetc, we are now a fully paperless office, from leads and quotes ... to sales and implementation and through to invoicing with the seamless QuickBooks integration.

Operations Manager, IT Services

My accounts staff no longer have to create invoices by interpreting timesheet entries, saving time during invoice creation, review and approval.

Director, Software Development Firm

Great app to integrate our WORKetc CRM with our emails. Works cleanly and easily.

Founder, Architecture Consulting

  • Connect with Gmail or Outlook to import contacts that attach to your projects, lead management, email marketing, and more;
  • Sync with Google Drive or Dropbox to import files and build your new knowledge base, or work on collaborative documents within WORKetc itself;
  • Link billing with Xero and QuickBooks to ensure that your invoicing complies with accounting standards wherever you are.

The project management side of WORKetc exceeded our expectations. Being able to link the time spent to project management and manage it in WORKetc really helped us scale our business.

Director, Bluewater Transaction Advisors

WORKetc has streamlined our operations by combining project management, knowledge base, sales activity and much more in one place. I love it.

Founder, Eagle Vision

I can honestly say there is nothing about WORKetc that's lacking. It is a complete management tool for any business!

Marketing Manager, VRM

Everything connected and under one roof.
Welcome to flexibility-first project management.

Managing tasks and teams with WORKetc means seamlessly connecting your CRM, documents, discussions and more, attached to any piece of your project.

  • Flexibility First: WORKetc was built to adapt to the way that you work, rather than the other way around.
  • Spend Smarter: Every part of your projects and data under one subscription means that doing things the WORKetc way is not only simple, but cost-effective.
  • Sustainable Solutions: WORKetc is built for flexibility, making it future-proof. The platform grows with your business, providing new solutions as you scale.

Ready to Get Started?

Experience a better way to manage your projects. Try WORKetc with a 14-day free trial today.

FAQ: Project Management with WORKetc

Can I import my existing data?

Yes, WORKetc has a number of automated tools to help import your data. Or for a low fee, one of our support team will take all your data and manage the import for you.

Can I integrate other software with WORKetc? Is there an API available?

Yes. WORKetc has a full and open API. In fact, we built the WORKetc on top of our API. Read more about WORKetc’s API.

Can WORKetc be customized for my business?

Whilst WORKetc cannot be customized for an individual customer we do have a number of features and settings to make WORKetc a better match to how you do business:

  • Data grids (tables) allow you to select the data you want to see as well as chose the order and sorting of columns
  • Over 150 settings to match things like the language your business uses, local taxes, product options, your specific sales process, how you manage support issues and more
  • Custom fields meaning you can display information that is relevant to your business against activities such as projects, support cases, sales leads and contacts
  • Editable templates for invoices and email campaigns
  • Complex searches and reports to ensure you get the information you need out of WORKetc

Even though WORKetc is not a "custom development" it can be easily set up to closely manage the nuances of your specific business.

What project management tools does WORKetc offer?

WORKetc provides a comprehensive suite of project management tools, including Gantt charts, task lists, milestones, and real-time progress tracking. With centralized dashboards and reporting, you can keep your projects on track and ensure your team always has clarity on next steps.

Can I collaborate with my team and clients on projects using WORKetc?

Yes! WORKetc supports full collaboration, both internally and externally. Assign tasks to team members, share project updates with clients, and communicate directly within the platform via our portal for complete transparency and improved client experience.

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