Project board

The board that keeps itself current.

Track every task and project the way that fits the moment, as a board, a table, a timeline, or a sprint. Each card carries the real hours worked on it and moves itself along as the work gets done, so the board is never out of date.

The jobs pipeline with a task open on Mac, the board on iPad and a live sprint on iPhone

Task detail

The whole task, in one place.

Open any task and find its description, its checklist of smaller pieces, what it is waiting on, its files and its history. A big job rolls up the real hours from everything under it, so progress is something you measure, not guess at.

  • Subtasks that roll up to the big picture
  • Flag what is blocking what
  • Files, labels and a full history
CRMb task detail on Mac with its checklist, notes and real hours

Table view

The same work, as a tidy list.

Switch to a table to take in everything at once. Sort by whatever matters, and filter down to just the type, project, person, priority or due date you care about right now.

  • Sort and filter on any column
  • Estimate next to hours actually worked
  • Type, owner and due date at a glance
CRMb pipeline table view on iPad with filters

Timeline

The plan laid out across the weeks.

See the work as a timeline, each task a bar from its start to its due date, so the crunch weeks and the overlaps are obvious well before they arrive.

CRMb pipeline timeline on iPad

Sprints

Plan in the time it really takes.

Plan a sprint, commit the work, and watch it burn down. Your pace is measured in the hours the team actually puts in, not points someone guessed, so the next plan is grounded in how your team really works.

CRMb sprints on Mac with the burndown measured in real hours

Deals

Your jobs, moving toward won.

The same board runs your sales pipeline. Drag a job from lead to quoted to scheduled to won, with the value in play totaled for each stage, so you can see the whole funnel at a glance.

CRMb jobs pipeline by stage on iPad

One board, every way to see the work.

Board, table, timeline

Three views of the same work, plus sprints and a sales pipeline, all a click apart.

Group it your way

Split the board into lanes by person, project or priority, with the totals right on each lane.

Cap the work in progress

Put a limit on a column and it flags when the team is juggling too much at once.

What waits on what

Mark which task blocks another so the order of work is always clear.

Moves itself along

Each card shows the estimate next to the real hours, and advances on its own as the work gets punched in.

Save your views

Set up a filtered, sorted view once and come straight back to it any time.

The Punch connection

A board that moves when the work does.

Every other board is only as current as the last person who remembered to drag a card. CRMb's updates itself, because each task is tied to the work being done. When your crew punches in through Punch, the real hours move the card along. No nagging at standup, no stale columns.

  • Tasks are tied to the shifts they are worked on
  • Cards advance as the work is really punched in
  • Progress and pace measured in real hours

Problems it puts to bed.

The board is always a few days behind reality.

It updates from real punch-ins, so it shows the work as it actually happens.

Story points never match real time.

CRMb plans and tracks in hours, against the hours your team really puts in.

Everyone wants to see the work a different way.

Board, table, timeline and sprints all read the same work, so pick the view that fits.

See it on real punched hours.

Free while in early access. Your Punch data is already inside.