Project Management · Boards by Upbooks

Plan, execute, and deliver — every project in one command center

Custom boards, list and timeline views, task dependencies, workflows, project budgets, and overview dashboards — with UpLog time tracking available when you need billable hours on the same tasks.

Kanban boardsTimelineWorkflowsTeam collabOverview

Boards · Project Management

Live

Active projects

12

Tasks due

28

Hours logged

142h

Sprint board updated

Sprint board updated

Sprint board updated

MVP launch · 3 tasks moved to Done

To do

4

Doing

6

Done

12
On track78%
Plan
Board
Tasks
Report

Task moved · API auth → In review

Boards

Custom Boards & Kanban

Sprint boards, launch checklists, and phase trackers

Kanban board
Upbooks project Kanban board
  • Create custom boards per project — sprints, phases, punch lists, or stakeholder views
  • Drag-and-drop Kanban with assignees, due dates, priorities, and labels
  • Multiple boards per project for different teams or workstreams
  • Filter by assignee, status, or tag to focus stand-ups and reviews
  • Board templates to kick off new projects in minutes
  • Configure columns, WIP limits, and board rules per workflow

When every team sees work the same way on a board, handoffs are clearer and nothing sits in limbo between "assigned" and "done."

Views

List, Board & Timeline Views

Switch views without losing context

Task list
Project list board and timeline views
  • List view for dense task lists with sort, filter, and bulk actions
  • Board view for workflow stages and WIP limits
  • Timeline (Gantt) for dependencies, milestones, and multi-phase scheduling
  • Same tasks across all views — update once, see everywhere
  • Spot overdue items and dependency conflicts before they block delivery
  • Export or share views for client and stakeholder updates

Different roles need different lenses — planners want timelines, executors want boards, and leads want lists. One dataset, three views.

Tasks

Tasks, Dependencies & Detail

Every task with owners, dates, and context

Add task
Task detail and dependencies
  • Rich task detail — description, assignees, due dates, priorities, and attachments
  • Task dependencies so blocked work is visible before it stalls the project
  • Subtasks and checklists for complex deliverables
  • Comments and activity history per task for audit trails
  • Link tasks to clients, projects, and budgets for job costing
  • Custom fields and tags for your industry workflow

Projects fail when task detail lives in chat threads. Centralised tasks with dependencies keep teams aligned on what blocks what.

Workflows

Project Setup & Workflows

Create projects, custom fields, and automation rules

Add project
Project setup and workflow creator
  • Create projects with owners, budgets, clients, and participants
  • Workflow creator for automations — status changes, notifications, and assignments
  • Custom fields on tasks and projects for your industry process
  • Board configuration — columns, colours, and WIP limits per team
  • Clone templates or past projects to start delivery faster
  • Trigger actions when tasks move, due dates slip, or milestones hit

Every team runs projects differently. Custom fields and workflows let Boards adapt to your process instead of forcing a rigid template.

Projects

Budgets, Owners & Collaboration

Project setup with caps, templates, and participants

Add project
Project creation and overview
  • Designate project owners with edit and delete permissions
  • Set project budgets and get alerts when spend approaches limits
  • Choose from templates or clone past projects to start faster
  • Add clients and participants for cross-functional collaboration
  • Notifications for milestones, overdue tasks, and budget thresholds
  • Connect project delivery to proposals, orders, and invoices

Projects need guardrails — budgets, owners, and the right people in the room — so delivery stays on scope and on margin.

Overview

Project Overview & Tracking

Status, milestones, and progress at a glance

Overview
Project overview and tracking
  • Project overview with status, budget burn, and milestone progress
  • See open tasks, overdue items, and team workload per project
  • Roll up multiple projects for portfolio and leadership views
  • Track estimated vs actual dates and budget on every job
  • Filter by client, owner, or status for stand-ups and reviews
  • Export summaries for client updates and internal planning

Leaders need one place to see whether projects are on track — without digging through boards and spreadsheets.

Our Plans

Plans for all kinds of businesses

Choose what's best for your organization and pay only for what you want to use.

MonthlyYearly

*Prices are exclusive of taxes

Free

Perfect for getting started

$0

/ Month

  • Sales Order & Invoicing
  • Vendors & Purchase Orders
  • Expense Management
  • Finance & Accounting
  • Centralized Documents Repository
  • Advanced Reports
  • Automated Reminders
  • API Key
  • Invite Teammates
  • 0.5 GB Storage Included
  • Expense Tracking App
  • Projects Management App
  • Employee Connect App
  • Notekeepr By Upbooks™
  • Custom Domain

Basic

For small teams

$10

/ Month (Billed annually)

Billed yearly
  • Sales Order & Invoicing
  • Vendors & Purchase Orders
  • Expense Management
  • Finance & Accounting
  • Centralized Documents Repository
  • Advanced Reports
  • Automated Reminders
  • 1 API Key Included
  • Invite Teammates
  • 2 GB Storage Included
  • Expense Tracking App
  • Projects Management App
  • Employee Connect App
  • Notekeepr By Upbooks™
  • Custom Domain
Most Popular

Startup

For growing teams

$20

/ Month (Billed annually)

Billed yearly
  • Everything in Basic
  • Leads & Enquiries
  • Inventory Management
  • HR & Payroll Suite
  • Add upto 50 Assets
  • Projects & Tasks
  • Dynamic Dashboards
  • 2 Branches
  • 1 Warehouse
  • 5 Backups per Month
  • Invite upto 3 Teammates
  • 5 GB Storage Included
  • Projects Management App
  • Notekeepr By Upbooks™
  • Custom Domain

Growth

For enterprises

$31

/ Month (Billed annually)

Billed yearly
  • Everything in Startup
  • Unlimited Clients & Vendors
  • Unlimited Leads & Enquiries
  • Unlimited Employees
  • Deals & Contracts
  • Employee Spends & Reimbursements
  • Email Rules & Tracking
  • Unlimited Branches
  • Unlimited Warehouses
  • Invite upto 5 Teammates
  • 10 GB Storage Included
  • Employee Connect App
  • Notekeepr By Upbooks™
  • Custom Domain
ENTERPRISE

Enterprise

For large organizations

Custom pricing

Talk to our team for a tailored plan

Contact Sales

What's included:

comes with all features of Growth plan
Custom integrations
Dedicated account manager
Priority support & SLA
Advanced security & compliance

Platform Add Ons

Add Ons

Additional Users

$9 per user per month

Additional Storage

$2 per GB per month

Deliver projects on time and on budget

  • Custom Kanban boards per project
  • List, board, and timeline views
  • Workflows and custom fields
  • Budgets, owners, and collaboration
  • Project overview and tracking