Seedly Tasks Overview

A focused workspace for projects, tasks, time, and client visibility.

Seedly Tasks is a standalone project workspace that your team can run on its own domain. You can organize work on a board or list, record time, and let clients see the work you choose to share.

If you already own Seedly CRM, start with its included task management. Seedly Tasks is for a separate project workspace outside your CRM.

The work at a glance

Seedly Tasks board captured from the rebranded app with synthetic client work in To Do, In Review, and Completed columns.

Use the board to see where work stands. Open a task to review its details, assign it, set a due date, and move it through the workflow. The list view offers the same work in a denser format when you need to scan many tasks.

Seedly Tasks list captured from the rebranded app with synthetic tasks, statuses, assignees, and due dates.

Follow the right path

Set up your instance using the exact handbook in your download.
Work with boards and lists to organize a project and assign work.
Review time and reports before you use them for client billing.
Preview the client portal before inviting a real client.

The diagrams on these pages use synthetic example work. Your deployment will show your own projects and team.

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Use the handbook and release notes included with your download for version-specific instructions.

All Seedly Tasks docs Learn the foundations