Projects

The work management layer built into every StockyPro app. Create a task from any screen — the system captures the context for you. Every team's work, one board, zero lost tasks.

Every task in context. Every team in one place.

Your sales rep creates a follow-up from a deal. Your support agent escalates a bug from a ticket. Your operations lead schedules maintenance from a product screen. Every task lands on one board — with the full story of where it came from and why it exists. Free with every app subscription.

Free forever

Available on

Most teams track work across disconnected tools, so tasks lose context and follow-ups slip. Managers struggle to see what is blocked or overdue. Projects brings execution into one connected workspace.

The work management layer built into every StockyPro app. Create a task from any screen — the system captures the context for you. Every team's work, one board, zero lost tasks.

Press Cmd+K from any screen to create a task — the deal, ticket, or product context is captured automatically

Pre-configured project workspaces for Leads, Desk, and Space — boards, workflows, and labels ready from day one

Portfolio boards show all work across every team on one screen — no status meetings, no spreadsheets

Real workflow rules enforce how tasks move through stages — not just open and closed

Every status change, reassignment, and board move permanently recorded with full history

App overview

Projects

The work management layer built into every StockyPro app. Create a task from any screen — the system captures the context for you. Every team's work, one board, zero lost tasks.

Active nowLive data
Workflow sync98%
SLA coverage24 rules
Shared records12 modules

If it matters, it's on the board. If it's on the board, it gets done.

Sales: Never drop a follow-up again

A rep creates a follow-up task from a live deal and it inherits owner, deadline, and context automatically.

Support: Escalate with full context

A support escalation becomes an engineering task with ticket and customer context attached by default.

Leadership: One board for the entire company

Leaders use one portfolio board to see blocked work, overdue tasks, and team load across teams.

Why teams choose this over alternatives

Context is automatic, not manual

A task without context is just a hope. A task with context gets done.

Projects auto-attaches deals, tickets, products, and contacts when tasks are created.

One place for every team's work

If you need five tools to see your team's work, you don't have visibility — you have a scavenger hunt.

Run follow-ups, escalations, and ops tasks in one workspace with portfolio-level visibility.

Every change recorded — permanently

The truth about your team's work shouldn't require a meeting. It should require one click.

Every status change, reassignment, and board move is logged with actor and timestamp.

Free with every app, not another bill

You shouldn't have to choose between tracking your work and affording your tools.

Projects is included with Leads, Desk, and Space with ready-to-use boards and workflows.

Built into the platform. Not bolted on.

Projects shares users, data, and permissions with the platform. Create tasks from Leads deals, Desk tickets, or Space records with native context attached.

Pricing

Free forever with pre-configured workspaces, kanban boards, workflow rules, priorities, subtasks, and portfolio boards.

Rollout blueprint

Launch Projects as your single workspace for every team's work

Subscribe to any app and launch immediately with pre-configured boards, workflows, and labels.

Press Cmd+K from any screen to create a task — the deal, ticket, or product context is captured automatically

Pre-configured project workspaces for Leads, Desk, and Space — boards, workflows, and labels ready from day one

Portfolio boards show all work across every team on one screen — no status meetings, no spreadsheets

Real workflow rules enforce how tasks move through stages — not just open and closed

Every status change, reassignment, and board move permanently recorded with full history

What this looks like in practice

Each core app is purpose-built for its domain — with pre-configured workflows, shared data, and instant cross-app visibility. No setup overhead, no disconnected tools.

ExecutionLive
Setup complete12 / 12
Connected modules8
Adoption scoreHigh

Track every follow-up, escalation, and action item in one place with full context.

Portfolio boards give managers a single view of work across sales, support, and operations.

Every status change, reassignment, and board move is permanently recorded.