Productivity

Plan projects and tasks, together

Projects and tasks linked to your customers, your team and your finances — so the work and the money live together.

app.worktree.io/productivity

To do

Draft Q3 proposal

Renew supplier contract

In progress

Website redesign

Onboard new hire

Done

Client kickoff call

What's in the Productivity module

Projects and tasks to plan and track your team's work.

New

Run every piece of work as a project — with its tasks and its money in the same place.

Status, priority, start & due dates
An owner from your People records
Delivered for a customer — or kept internal
Invoice, record payments, receipts, expenses & budgets straight from the project
Every linked task and finance record in one view

New

Break work down into tasks and assign them to the right people.

Less coordination overhead. More actual work done.

See exactly what's being worked on, by whom, and what's next — without a spreadsheet.

Projects and tasks in one shared place mean your team always has the information they need.

Every invoice, payment and expense linked to a project sits right on it — no separate project tool to reconcile with your books.

Not a standalone module — this data flows straight into the rest of your platform.

Create an invoice, payment, receipt, expense or budget from a project — it's linked back automatically, customer pre-filled.

Projects have an owner and tasks an assignee from People — each person gets their own My Projects and My Tasks view.

Link a project to a customer and it shows up under Related Projects on their record — tasks can be tied to a customer too.

Get started today — all modules included, no setup fees.