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.Budget alert
Heads upWebsite launch projection
Estimate vs cost
80%Currency conversion
Check conversion tracking
Prepare the client handover
Confirm launch copy
Connect the enquiry form
Review the landing page
Check mobile layouts
Check conversion tracking
Prepare the client handover
Confirm launch copy
Connect the enquiry form
Review the landing page
Check mobile layouts
Review the landing page
Check the copy and mobile layout before Friday’s launch.
Subtasks 3 / 4
- Review the headline
- Check the form
- Review mobile layouts
- Get client approval
The layout is ready. Please get final client sign-off on the latest copy.
Project Safebox
kept with the project
Suggested assignee
AIFor the client approval task
Out of office
Confirm a handover for the launch copy.
GitHub review
PR #42Made 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.
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.
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.
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.
Your projects, people and financial context.
Access follows your role and permissions.There are two things to resolve before Friday.
| What needs attention | Next 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.
The estimated total is 128 hours, which is 8 hours over budget.
| Remaining work | Hours |
|---|---|
| Final copy and approval | 8 h |
| Conversion tracking | 14 h |
| Client handover | 10 h |
| Total remaining | 32 h |
Review the remaining scope or agree the additional time before committing to the launch.
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.
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.
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.
Team availability
Know who is away before you agree a handover or a deadline.
Explore the workflowClients and project budgets
Keep the client relationship, agreed budget and recorded costs in view.
Explore the workflowTeam communication
Keep the wider team informed with personalized feeds, posts and announcements.
Explore the workflow
“The project management module stands out as the best we’ve tested…”
Momir PolenakovikjOperations Manager, Synapse Aviation
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
fits
your working day.
- Projects, people and finances together
- Up to 100 users on Pro
- Works with connected AI tools