Projects & Delivery
Plan projects, manage tasks, track time, and monitor team workload — all in one place.
The Project Management section is your delivery hub — from scoping and task assignment through to time tracking and budget monitoring, everything your team needs to do the work and prove the value.
What's included
The Project Management section has three pages:
Projects
All client engagements — track health, budget, and progress
All Tasks
Every task across every project — Board View and List View
Team Workload
Who's working on what, and what's overdue
Projects
Page subtitle: "All client engagements — track project delivery, budget, and team."
Active Projects (default tab)
The Active Projects tab is your operational view. Projects are grouped by status, with filters to narrow by Engagement Type, Project Health, Lead, or Client.
Columns: PROJECT HEALTH · NAME · CLIENT · LEAD · ENGAGEMENT TYPE · BUDGET · BUDGET SPENT · START DATE · END DATE
Project Health is the first column — a coloured badge that gives an immediate read on every project:
On Track (green) — delivery is proceeding as planned
Needs Attention (yellow) — something needs a look
Critical (red) — intervention required
Engagement Type is shown as a coloured badge: Retainer · Fixed-Price · Time-Based / On-Demand · Workshop · Advisory
Budget Spent includes a visual progress bar — a teal bar showing percentage of budget consumed. This updates automatically as time entries and expenses are logged.
Helper text below the tabs: "Filter by health, type, or lead to find what needs attention."
All Projects (tab 2)
Shows every project including completed ones, grouped by status: Planned · In Progress · Completed. Useful for portfolio reviews and client history.
Additional filter: Status.
Creating a project
Click + New Project (top right). The form field order is:
Name → Client → Engagement Type → Budget → Lead → Status → Start Date → End Date → Description
Engagement Type is required — it drives financial reporting in Team Billables
Lead is the team member responsible for delivery
Project Health defaults to "On Track"
Project record — 5 tabs
Click any project to open its record:
Details tab — project overview with KPI cards, engagement details, and budget summary. Budget Health % is calculated automatically based on total billable value + expenses vs budget.
Tasks tab — all tasks for this project. Create and manage tasks without leaving the project record.
Time tab — all time entries logged against this project. Filter by team member or date range. Total Billable Value is calculated from hours × each team member's Hourly Rate.
Expenses tab — all project expenses logged by the team. Categories include Travel, Software, Supplies, Client Lunch, and Other. Add expenses directly from this tab.
Comments tab — project-level discussion. Use for milestone updates, scope notes, and internal coordination.
Budget Health % is automated. As your team logs time and expenses, Budget Health % updates in real time — no manual calculation needed. When it turns yellow or red, it's a signal to review scope or timeline before the budget is exhausted.
All Tasks
Page title: "All Tasks"
Board View (default tab)
A Kanban board showing all tasks across every project.
Section header: "All tasks across every project" — sub-text: "Drag cards to update status."
Kanban columns: TO DO · IN PROGRESS · DONE (with task counts)
Each card shows: Task name (linked), Assignee, Priority (coloured badge), Due Date.
Cards are draggable — move a card between columns to update its status instantly.
Filters: Search, Project, Priority, Client, Assignee.
List View (tab 2)
A table showing all tasks with full detail. Ideal for bulk review, sorting, and exporting.
Helper text: "List views are ideal for bulk review, sorting, and exporting data."
Buttons: Export · Import · + New Tasks
Filters: Filter Project · Filter Priority · Filter Client · Filter Assignee
Columns: TASK STATUS · TITLE · PROJECT · CLIENT · ASSIGNEE · PRIORITY · DUE DATE
Tasks are grouped by status: TO DO · IN PROGRESS · DONE
Creating a task
From any task view, click + New Task. Required fields:
Project — required (links the task to its parent project and client)
Due Date — required
Priority — High / Medium / Low
Assignee — who is responsible
Tasks also have a File field for attaching deliverables or reference materials directly to the task record.
Task statuses and Priority
To Do
Grey
Not yet started
In Progress
Teal
Being worked on
Done
Green
Completed
High
Pink
Medium
Yellow
Low
Green
Team Workload
Page subtitle: "Check who's working on what — spot overload and rebalance."
Team Workload is the manager's page. Scroll through it once and you know exactly who has too much, who has capacity, and what's overdue.
What you'll see (top to bottom)
Three KPI stat cards:
Active Tasks — all open tasks across the team
Overdue Tasks — tasks past their due date and not yet done
Unassigned Tasks — tasks with no assignee (a risk indicator)
Tasks per team member — a bar chart showing how many open tasks each person has. Hover for exact counts. Use this to spot imbalance at a glance.
Task table grouped by assignee — filters: Filter Project, Filter Priority, Filter Task Status. Columns: TITLE · PROJECT · TASK STATUS · PRIORITY · DUE DATE. Each group shows all open tasks for that team member.
Overdue Tasks section — a separate table at the bottom. Sub-heading: "Past due and not yet completed." Columns: TITLE · PROJECT · ASSIGNEE · TASK STATUS · DUE DATE · PRIORITY. This surfaces everything that needs chasing without any filtering.
Time tracking
Time tracking is woven into the system at every level — Home (personal), project record (project), and Financials (organisation).
Logging time
From Home → My Time tab:
The active timer prompt shows: "No active timer. Pick a task to start tracking."
Click My Tasks to jump to your task list, start a task, and the timer begins
Click + Log Time to add a manual entry
From any task record:
Log time directly against the task
Time links automatically to the project and client
How time becomes billable value
Every time entry uses the team member's Hourly Rate to calculate its billable value:
This chain is fully automated. Keep Hourly Rates accurate on the Team page to keep these numbers reliable.
Key fields and concepts
Engagement Type
Project
Required. Retainer / Fixed-Price / Time-Based / On-Demand / Workshop / Advisory. Drives financial reporting.
Project Health
Project
On Track / Needs Attention / Critical. Shown as first column on Active Projects tab.
Budget Health %
Project
Automated formula — remaining budget as % of total budget.
Lead
Project
The team member responsible for delivery. Filter by Lead to see your own projects.
Priority
Task
High / Medium / Low. Required at task creation.
File
Task
Attach deliverables or reference files directly to a task.
Make it yours
The Project Management section works on Day 1. When you're ready to extend it:
Add custom task stages: Add "Client Review" or "QA" stages to the Task Status field in Build Mode — useful if your workflow has more steps than To Do / In Progress / Done.
Add a Project Brief field: Add an editable long-text field to the Project record for storing scope documents or briefs — no more digging through email.
Automate notifications: Use Noloco's native Slack integration to alert your team when a task is overdue, or when Budget Health % drops below a threshold. Connect via Zapier or Make for more complex automations (e.g. auto-create a Google Drive folder when a new project is created).
Gantt views — coming soon as Noloco improves this component.
See Customising Your Agency OS for the full guide.
Tips
Use Project Health actively. Update it when something changes — don't leave everything as "On Track" by default. A yellow badge on the Active Projects tab is a prompt for a 5-minute conversation, not a crisis.
Go to Team Workload before assigning new tasks. The bar chart tells you in 3 seconds who has capacity. Assigning work to someone already at capacity is how deadlines slip.
Log time daily, not weekly. Memory degrades fast. A quick time log at the end of each working session keeps your billable data accurate and your Budget Health % trustworthy.
Due Date is required on tasks — use it. The Overdue Tasks section on Team Workload only works if tasks have due dates. A task without a due date is invisible to the workload view.
What's next?
Once projects are delivering and time is being tracked, it's time to invoice. Head to Billing & Expenses to see how Client Invoices, the Revenue Dashboard, and Team Billables work together.
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