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BOSS*

Give your team a clear view
of the work ahead.

Keep tasks, time, conversations and budgets in view. Work directly in BOSS*, or ask Claude, Copilot and ChatGPT to help you understand and manage the work.

One Pro price for up to 100 people. See pricing.

Time tracking

Live
Leo RainerClocked in · Office
today
Since 09:00

Budget alert

Heads up
$400 over budget

Website launch projection

Budget$6,000Projected$6,400

Estimate vs cost

80%
Estimate$6,000
Cost so far$4,800
96 h logged · 120 h budgeted

Currency conversion

USD$1,000.00
EUR€920.00
Converted automatically byDATA
Example rate: 1 USD = 0.92 EUR
BOSS*

A closer look at your workspace

AqtosMason’s profile
OfficeWorkPeopleMoneyTech
Planet ExpressWebsite launchMomCorpClient onboarding
Work / Projects / Planet ExpressWebsite launch
ElenaLeoRileyClara
To do3
Quality checks

Check conversion tracking

0 / 3 subtasks
RileyFriday2

Prepare the client handover

Leo
In progress2
Content

Confirm launch copy

2 / 3 subtasks
ElenaThursday2

Connect the enquiry form

Riley
In review2

Check mobile layouts

Elena
AqtosMason’s profile
OfficeWorkPeopleMoneyTech
Planet ExpressWebsite launchMomCorpClient onboarding
Work / Projects / Planet ExpressWebsite launch
ElenaLeoRileyClara
TaskOwnerDueStatus
Confirm launch copyElenaThursdayIn progress
Review the landing pageLeoFridayIn review
Check conversion trackingRileyFridayTo do
Prepare launch assetsClaraWednesdayDone
AqtosMason’s profile
OfficeWorkPeopleMoneyTech
Planet ExpressWebsite launchMomCorpClient onboarding
Work / Projects / Planet ExpressWebsite launch
ElenaLeoRileyClara
To do3
Quality checks

Check conversion tracking

0 / 3 subtasks
RileyFriday2

Prepare the client handover

Leo
In progress2
Content

Confirm launch copy

2 / 3 subtasks
ElenaThursday2

Connect the enquiry form

Riley
In review2

Check mobile layouts

Elena
Website launch / TaskIn review

Review the landing page

Check the copy and mobile layout before Friday’s launch.

Assigned toLeoDue dateFriday

Subtasks 3 / 4

  • Review the headline
  • Check the form
  • Review mobile layouts
  • Get client approval
Elena Just now

The layout is ready. Please get final client sign-off on the latest copy.

See what is moving, what needs a review and who is responsible.Interactive illustration of BOSS*

Project Safebox

5credentials
kept with the project
Website admin••••••••
Hosting, staging and more

Suggested assignee

AI

For the client approval task

Leo RainerWorked on this landing page
Available Friday You choose

Out of office

Elena VossThuFriAway

Confirm a handover for the launch copy.

Leave and project plans, together

GitHub review

PR #42
planet-express / website Fix the enquiry form
Riley TorresReviewer
Review requested

Made for the way projects actually work

The details are right where
your team needs them.

Open a task and pick up the conversation, check the next step or see the effort involved. You don’t have to reconstruct the project from messages and spreadsheets.

Launch checklist2 / 3

Prepare the first draft

Review with the team

Get client approval

Make the next step clear

Break work into tasks and subtasks with owners, dates and priorities. Reuse task templates and recurring tasks for work that comes around again.

On the landing page task

ElenaThe final copy is attached. Ready for your review.

LeoI’ll include it in the client review today.

Keep the conversation with the work

Give feedback, share files and discuss decisions inside the task. The next person gets the context when they open it.

Website launch · Time budget
96 / 120 hlogged

24 hours left in the budget

Know where the effort is going

Keep estimates, tracked time and project budgets beside delivery. Review what’s left before agreeing to more work.

Claude, Copilot and ChatGPT, connected to BOSS*

Ask better questions
about your projects.

Ask your AI agent to look across the work, explain what needs attention and help you follow through. The same project context is available whether you’re in BOSS* or your connected AI tool.

Try a project conversation
BOSS*

Your projects, people and financial context.

Access follows your role and permissions.
ClaudeBOSS* connected
Planet Express / Website launch
You ask: What could put Friday’s Planet Express website launch at risk? Look at open tasks, recent discussions and team availability. Summarize the risks in a table.

There are two things to resolve before Friday.

Before Friday’s launch
What needs attentionNext step
Client approvalThe landing page is still in review.Ask for final copy sign-off today.
Copy handoverElena is away Thursday and Friday.Confirm Leo can cover changes before Elena leaves.

I’d ask for approval today and agree the handover with Leo.

WorkLanding page · In reviewPeopleElena · Away Thu–Fri
Review the work alongside the people doing it.
ClaudeBOSS* connected
Planet Express / Website launch
You ask: Will the Planet Express website launch stay within its time budget? Show a chart comparing the budget with our estimated total, and a table of the remaining work.

The estimated total is 128 hours, which is 8 hours over budget.

Estimated total compared with the time budget
96 h logged32 h remaining8 h over budget
Estimate for the remaining work
Remaining workHours
Final copy and approval8 h
Conversion tracking14 h
Client handover10 h
Total remaining32 h

Review the remaining scope or agree the additional time before committing to the launch.

Bring the estimates and recorded effort into the same question.
ClaudeBOSS* connected
Planet Express / Website launch
You ask: Draft a client update for the website launch. Explain what is ready, what still needs their approval and what we need to confirm for Friday.

Here’s a draft based on the project records.

  • The landing page layout and form checks are ready. We’re waiting for your approval of the final copy.
  • Conversion tracking and the client handover are still open. We’ll confirm Friday’s launch once those checks and your approval are complete.

This is a draft for you to review; it hasn’t been sent to the client.

WorkLanding page · Final reviewTasksTracking + handover · Open
Turn project details into an update you can review and share.
ClaudeBOSS* connected
Planet Express / Website launch
You ask: Create a task for Leo to get client approval for the landing page, due Wednesday. Add subtasks to send the latest draft, collect feedback and record the approval.

I’ve created the follow-up in Website launch.

  • Get client approval · Assigned to Leo · Due Wednesday.
  • Three subtasks: send the latest draft, collect feedback and record the approval.

The task is now part of the project, ready for Leo to pick up.

WorkGet client approvalOwnerLeo · Due Wednesday
Turn the next step into assigned work in BOSS*.

Illustrative conversations using example records. Available actions depend on your connection and permissions.

The project is part of your business

See what else affects delivery.

A task board tells you where the work stands. The people, client and financial records around it help you decide what to do next.

Explore all BOSS* features
“The project management module stands out as the best we’ve tested…”

Momir PolenakovikjOperations Manager, Synapse Aviation

A few useful details

What would you like
to know?

Plan your move to BOSS*
Which project views can we use?

Use kanban boards to follow work through stages, list view to review task details, and sprint and Gantt views to plan delivery. Tasks stay connected to their owners, discussions and project.

Can we manage projects through Claude, Copilot or ChatGPT?

Connect a supported AI agent to BOSS* through Aqtos MCP. It can use the records your role can access to answer project questions and carry out supported actions, such as creating and assigning tasks. The available actions depend on the connection and your permissions.

What makes the AI answers specific to our business?

Your project records sit alongside clients, recorded time, budgets and team availability. A connected agent can bring that context into a question, so you can investigate a delivery risk or prepare a client update using your own records.

Can you help us bring our existing tasks?

Teams of up to 10 people can get free migration to BOSS*. Teams of more than 10 people can book a free import consultation. Use the dedicated Trello or Asana import flows, or talk to us about a structured-data import.

See how BOSS* fits
your working day.

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  • Projects, people and finances together
  • Up to 100 users on Pro
  • Works with connected AI tools