Phase-based project management
Organize work into phases with milestones and task lists. Drag, assign, and track progress without losing the big picture.
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.
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.
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.
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.
Smart notifications
Per-category cadence control — immediate, daily digest, or weekly summary. Quiet hours. Company-level defaults with per-user overrides.
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.
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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