Kickoff callJRDone
Build3 tasks
Wire up APIMEIn progress
Review PRJRBacklog
QA passTBBacklog

Phase-based project management

Organize work into phases with milestones and task lists. Drag, assign, and track progress without losing the big picture.

Billing summaryMay 2026
Labor — 42.5 h$6,375
Expenses$1,240
Mileage — 312 mi$209
Travel$880
Total billable$8,704

Billing and expense tracking

Every billable hour, mileage run, and expense is captured at the task level, priced by company or per-project rate cards. Generate PDF, Excel, CSV, or Word billing reports your invoicing tools can use.

Generate May billing summary as a PDFAsk
Billing-Summary-May.pdfPDF

Ask Workridge AI

Ask in plain language and get back a generated billing report, a task export, or a project summary — as PDF, Excel, CSV, or Word. It works only from the data you own, and only what you’re allowed to see.

Portfolio — liveTV board
Acme rollout
12 open
Fairfield Inn
3 issues
Next313 site
8 open
Trinet MSP
Done

Auto-refreshes · no login

Publishable & TV boards

Publish a read-only Kanban or a big-screen portfolio dashboard of live status across projects — perfect for an office TV or a client link. No login required.

Acme rolloutRead-only
workridge.app/g/x8f2…
Phase 1 — DiscoveryDone
Phase 2 — BuildActive

No login required · comment & upload

Project invites and share links

Invite vendors and clients to a single project — Lite to work on tasks, free Viewer to follow along. Or share a read-only link, no login required.

Notification cadence
Task assignedImmediate
Comment addedDaily digest
Issue filedImmediate
Billing readyWeekly
Quiet hours9pm – 7am

Smart notifications

Per-category cadence control — immediate, daily digest, or weekly summary. Quiet hours. Company-level defaults with per-user overrides.

WHENTask becomes overdue
IFPriority is High or Urgent
THENNotify assignee + their Manager

Workflow automation

Visual rule builder: when a task is overdue, notify the assignee and their Manager. When an issue is filed, create a follow-up task. No code.

Team
JRJordan RiveraAdmin
MEMorgan EllisManager
TBTaylor BrooksTeam Member
SASam AveryViewer

Roles and permissions

Company Admins, Managers and Team Members carry the role; Full, Lite and Viewer seats set what each person can do. Project-scoped invites keep outside collaborators inside one project.

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