Project Management
Project Management Built Around Client Work
Droova gives each engagement its own project with tasks, files, budget, team, and a built-in client portal. View your work six ways — from a drag-to-reschedule calendar to a Kanban board — and use the team workload page with its AI Risk Digest to see who is overloaded and rebalance before a deadline slips.
Prefer to try before you commit? On the demo, bring one live project. We set it up on Droova for you, so you test it on real work, not a sandbox.
What it does
- A project for every piece of client work. Each project holds its own tasks, files, notes, team, deadline, budget, and client sharing settings, so everything about an engagement lives in one place.
- Six ways to view your projects. Switch between grid cards, a list, a compact grid, a table with summary stats, a drag-and-drop board, and a month calendar — without losing your filters.
- Status and completion tracking. Projects move through Not Started, In Progress, Pending Review, and Completed. A completion percentage is calculated from the tasks inside, so progress is always real, not guessed.
- A dashboard at the top. Summary cards show total projects, completion rate, how many are in progress, due soon, overdue, and average progress across everything.
- A calendar you can drag. The month calendar shows one bar per project. Drag the right edge of a bar to change its deadline, and toggle tasks and subtasks on for more detail.
- Search, sort, filter, and saved presets. Search projects, sort them, apply filters, and save filter combinations as Presets you can reuse. Archive finished projects and show them again when needed.
- Team workload for supervisors. A capacity overview shows each member as Light, Balanced, Heavy, or Overloaded, with active tasks, completion rate, overdue count, hours tracked, and status — filterable by skill (Web Dev, Design, QA, and more).
- AI Risk Digest and smart rebalancing. Generate a weekly risk summary that flags issues like a deadline landing on an assignee’s day off, and suggests a teammate with the same skills to take it over. You reassign the work right from the workload page.
- Budget and time. Set a project budget, track time against tasks, and add an hourly rate so billable value (hours × rate) is visible against the budget as the project runs.
- Client sharing built in. Generate a shareable client link for any project, with optional password protection. Clients follow progress without a login. (See the Client Portal page.)
- Start from a template or AI. Create a project from a saved template, or describe it in plain language and let AI generate the task list. AI project suggestions surface at the top too.
What it does not do
Straight scope, so you know exactly what you are getting.
- The month calendar is a deadline timeline you can drag to reschedule. It is not a dependency-driven critical-path Gantt where linked bars shift automatically.
- The workload view shows the current load, hours, and risk for the team you have today. It is not a long-range resource-booking or utilization forecast across future months.
- The AI Risk Digest drafts suggestions for a human to act on. It does not reassign work on its own — a supervisor confirms each change.
- No automatic invoicing or accounting. Budget and billable hours are tracked for visibility; you still raise invoices in your accounting tool.
Who it is for
Agencies, studios, and consultancies running several client projects at once who want status, budgets, team workload, and client updates in one workspace instead of a PM tool, a workload add-on, and a separate client portal.
Who it is not for
Large enterprises that need long-range resource-capacity forecasting, automatic critical-path scheduling, or a financial P&L roll-up across an entire portfolio.
How it works
- 1 Click New Project. Add a name, deadline, priority, and budget, and assign your team.
- 2 Add tasks by hand, from a template, or by describing the project and letting AI generate them.
- 3 Work the project in whichever view fits: grid, list, table, board, or the month calendar.
- 4 Open Team Workload to see who is light or overloaded, and generate the AI Risk Digest for the week.
- 5 Reassign work from the workload view when someone is overloaded or off, and turn on client sharing to keep the client updated.
How it compares
| Droova | ClickUp | Asana | |
|---|---|---|---|
| Client portal built in (no login) | Yes, per project | Add-on / guests | Limited guest access |
| Team workload with AI rebalancing | Built in, skill-aware | Workload add-on | Workload add-on |
| CRM and lead-to-project conversion | Yes, one workspace | Separate tool | Separate tool |
Frequently asked questions
How many ways can I view my projects?
Six: grid cards, a list, a compact grid, a table with summary stats, a drag-and-drop board, and a month calendar. You switch views from the toolbar without losing your filters.
Can I change a deadline from the calendar?
Yes. In the month calendar each project is a coloured bar. Drag the right edge of the bar to move the deadline. You can also turn on tasks and subtasks for more detail.
What project statuses are there?
Not Started, In Progress, Pending Review, and Completed. The board view has a column for each, and the completion percentage is calculated from the tasks inside the project.
How does the team workload view help supervisors?
It shows each member’s active tasks, completion rate, overdue count, and hours tracked, plus a capacity label from Light to Overloaded, filterable by skill. It makes it obvious who has room and who is buried before you assign the next piece of work.
What is the AI Risk Digest?
A weekly risk summary you can generate on demand (it can also run automatically at the start of the week). It flags risks — for example a deadline landing on an assignee’s day off — and suggests a teammate with the same skills to take over. You approve and reassign from the same page.
Does Droova track project budgets?
Yes. You set a budget per project and track time against tasks with an hourly rate, so billable value against budget is visible as the project runs. It does not raise invoices for you.
Can a client see a project without an account?
Yes. Each project can generate a shareable link, optionally password protected, that shows progress with no client login. The Client Portal page covers this in detail.
Related features
Hierarchical Tasks
Subtasks, priorities, recurring tasks, dependencies, and time tracking inside every project.
Team Workload
See who is overloaded and rebalance work by skill, with an AI risk digest.
Client Portal
Branded, no-login project links your clients can follow.
The Agency OS
Pipeline, projects, portal, and reporting in one workspace.
See it on your own project
Book a 30-minute demo. Bring one active client project and we will set it up on Droova for you, so you can try the workflow on real work before you decide.
Book a 30-min demo