This application helps small to growing businesses organize and track their client projects. It provides tools to manage project details, tasks, team assignments, and maintain a log of progress and associated documents for each project and client.
Describe it to the Assistant’s App Starter and FasterOS designs it. This is the plan it made from the words “Project Management Tools”: 5 forms that work together, each also a table of records. Yours is designed from your own description, and you can change any of it before anything is made.
Client
Records information about the businesses or individuals for whom projects are undertaken.
Name
Text
Contact Person
Text
Email
Text
Phone
Text
Address
Long text
Notes
Long text
Project
Manages the details, scope, and timeline of individual projects for a client.
Belongs to Client
Name
Text
Manager
Team member
Status
One choice: Planning, In Progress, On Hold, Completed, Archived
Priority
One choice: High, Medium, Low
Start Date
Date
Due Date
Date
Budget
Money
Description
Long text
Task
Breaks down a project into actionable items, assigning them to team members with due dates and statuses.
Belongs to Project
Title
Text
Assigned To
Team member
Due Date
Date
Status
One choice: To Do, In Progress, Blocked, Review, Done
Priority
One choice: High, Medium, Low
Est. Hours
Number
Description
Long text
Project Update
Logs progress, communications, issues, and key decisions related to a project or a specific task.
Belongs to Project and Task
Type
One choice: General Update, Issue, Milestone, Meeting Note, Decision
Update By
Team member
Date
Date
Notes
Long text
Next Steps
Long text
Media
Stores and categorizes files, photos, and other attachments relevant to projects, tasks, or clients.
Belongs to Project and Task and Client
Title
Text
File
Image
Type
One choice: Document, Photo, Contract, Drawing, Screenshot, Other
Description
Long text
Date
Date
The reports your team works in
Every form gets a report: the screen where your team finds, adds and edits records, newest first. Here’s what each one shows, and who it’s for.
Client
Filled in by Project Managers, Admin Staff
Used by All Team Members
Columns
Name, Contact Person, Email, Phone
Opened, it also shows
Address, Notes
Related records
Project, Media, a click away on each row
Project
Filled in by Project Managers
Used by All Team Members
Columns
Name, Manager, Status, Priority, Start Date, Due Date, Budget
Time frame
By date: today, this week, this month and more
Opened, it also shows
Description
Related records
Task, Project Update, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Task
Filled in by Project Managers, Team Members
Used by All Team Members
Columns
Title, Assigned To, Due Date, Status, Priority, Est. Hours
Time frame
By date: today, this week, this month and more
Opened, it also shows
Description
Related records
Project Update, Media, a click away on each row
Stats
Totals, averages and counts, worked out for you
Project Update
Filled in by Project Managers, Team Members
Used by All Team Members
Columns
Type, Update By, Date
Time frame
By date & time: today, this week, this month and more
Opened, it also shows
Notes, Next Steps
Media
Filled in by All Team Members
Used by All Team Members
Columns
Title, Type, Date
Time frame
By date: today, this week, this month and more
Opened, it also shows
File, Description
How it fits together
The data is structured hierarchically, with projects belonging to clients, and tasks and updates belonging to projects. Media files can be associated with clients, projects, or tasks.
Client — no parent (a top-level record)
Project belongs to Client — each project is undertaken for a specific client.
Task belongs to Project — individual tasks are components of a larger project.
Project Update belongs to Project — progress and communication logs are primarily for a project, but can also relate to specific tasks.
Media belongs to Project, and also to Task and Client — files and documents can be attached at the client, project, or task level.
Make it yours in minutes
Create a free account, open the Assistant and choose App Starter.
Say what you need in a sentence, in your own words.
Review the plan: rename forms, add or remove fields, choose their types.
Press Create Data Foundation: the forms, a report for each, and a data dictionary are made for you.
Put them in an app, give it your theme, and share it with your team or the world.