See every job and who is doing what
Break work into tasks, assign owners and dates, and follow progress from start to invoice.
Visual preview · Sample data
What Projects and Tasks looks like inside ConfigBiz
Jobs with tasks, owners, dates and costs tied to the client.
Projects
Plan work from kickoff to completion.
Total Projects
1
In portfolio
Active
1
In progress
Completed
0
Delivered
Total Budget
₱100,000
Portfolio value
| Project | Dates | Budget | Status | ||
|---|---|---|---|---|---|
SAMBERLET Curamen SAM-Curamen | 2026-08-08 → 2027-08-08 | ₱100,000 | active |
Illustration with sample records. Your workspace starts from a template close to your trade.
What it is
The short version for busy owners
Projects and Tasks organizes work that spans days or weeks. A project holds the client, dates, tasks, assigned staff and related costs.
Tasks show who does what by when, with status visible to the whole team.
Why it matters
Work, costs and client records stay together, which makes delivery calmer and billing more accurate.
Completed tasks and hours can turn into invoice lines without retyping.
The problem it removes
What problem it helps solve
Jobs managed in chat threads slip: tasks get forgotten, deadlines move quietly, and no one knows which jobs actually make money.
A project board shows open work, late work and done work at a glance, so small delays get fixed before they reach the client.
Common mistake owners make
Managing jobs in chat means deadlines move quietly and nobody knows true job cost until the end. A project with linked costs shows trouble while there is still time to fix it.
A day in the life
How owners use it day to day
Picture a normal business day with Projects and Tasks running quietly in the background.
Morning
Open the board
Overdue tasks in red and due-today in amber, so priorities set themselves without a meeting.
Midday
Update as work completes
Check off tasks from the site or shop floor. Progress stays visible to client and manager alike.
Closing
Log costs
Materials and hours booked against the job keep margins honest every day, not just at handover.
IN PRACTICE
A renovation contractor
Each site is a project with tasks for demolition, wiring, painting and handover, plus material purchases linked to the job.
A marketing freelancer
Retainer clients get monthly projects with recurring tasks, so reporting at month end takes minutes.
An events team
Suppliers, rehearsals and show day tasks share one timeline that every crew member can see.
Connected, not separate
How it connects with the rest of ConfigBiz
Projects and Tasks works best when it shares records with the parts of your business around it. One record entered once, used everywhere. Here is how owners usually connect it.
Owner tip for week one
Break every job into tasks no longer than one day each. Small tasks surface delays early, while big tasks hide them until handover.