Project Management

• Content Categories

  Customize and organize content categories throughout Unificus to match your business needs.

• Converting Work Requests

  Transform submitted work requests into invoices, estimates, or projects in Unificus.

• Customize Notifications for Staff & Clients

  Control which project emails staff and clients receive, and personalize their content.

• Project Notification Settings

  Configure your personal or team-wide notification preferences for projects and tasks.

• PROJECTS: Archived Projects

  Learn how to archive, restore, and manage inactive projects in Unificus.

• PROJECTS: Kanban View

  Organize and visualize your project tasks using Kanban boards with status or assignee columns.

• PROJECTS: My Tasks & All Tasks

  Access and manage your assigned tasks and view all project tasks based on your role.

• PROJECTS: Overview

  Learn how Unificus Projects help you organize work into manageable tasks, phases, and templates.

• PROJECTS: Project & Task Files

  Organize and manage project documents with private, public, and task-specific file folders.

• PROJECTS: Project Dashboard

  Learn how to set up and customize your Project Dashboard to share progress and updates with clients.

• PROJECTS: Project Generators

  Set up Project Generators to automatically create pre-configured projects on a schedule or via automation.

• PROJECTS: Project Notes

  Learn how to create, organize, and collaborate on project notes in Unificus.

• PROJECTS: Project Phases

  Organize project tasks into phases for better tracking and management.

• PROJECTS: Project Settings

  Configure project defaults, visibility, notifications, and work request options in Unificus.

• PROJECTS: Projects

  Learn how to create and manage Projects in Unificus, organized plans tied to clients.

• PROJECTS: Task Dependency

  Set prerequisites and conditions for tasks to maintain project timelines automatically.

• PROJECTS: Task Followers & Comments

  Learn how to add followers to tasks and manage comments and notifications in Unificus.

• PROJECTS: Task Proofing & Approval

  Enable clients to review and approve or reject deliverables with feedback in Unificus.

• PROJECTS: Task Templates

  Create reusable task and phase structures to automatically populate new or existing projects.

• PROJECTS: Tasks

  Learn how to create, manage, and organize tasks in Unificus for your projects.

• PROJECTS: Team Talk and Client Talk

  Learn how to use Team Talk and Client Talk for project-based communication in Unificus.

• PROJECTS: Work Requests

  Learn how to set up, manage, and convert work requests in Unificus.

• Timers & Time Tracking Widget

  Learn how to use Unificus timers to track billable hours and manage time entries.