Work · Module
Projects
One task system for people and Digital Employees, from client boards to Gantt
Projects plans and delivers client and internal work on one task system shared by people and Digital Employees. In Year 1 it ships only as the client work board lite for agencies; full Projects GA is planned for Year 2.
What it does
Projects is the core module of Work. Tasks are the shared unit of work for people and agents across One3.
Client work board lite (planned W2)
Year 1 scope is deliberately narrow: agencies need a client view, not a full PM suite.
- Client work board per sub-account with configurable statuses, as a board or list.
- Task essentials: title, rich description, assignee, accountable owner, due date, priority, tags, checklist, attachments, comments with mentions and watchers.
- Digital Employee assignee: assign an agent with a required human owner, and see its progress, cost so far and evidence on the task.
- Client approvals on a task or deliverable version, with approve or request changes and version history of submitted files.
- WhatsApp and PWA approvals for owners, managers and client stakeholders.
- Deal won to client work items from a template, and ticket to client work item from Helpdesk.
- Board templates in agency snapshots, so new sub-accounts start with the same statuses and checklists.
- Reminders and digests: due soon, overdue and awaiting approval, plus a daily digest per user and a client digest per sub-account.
- Agency cross-client view of overdue items, items awaiting client approval and workload by person and agent.
- Client-visible flag per item and per comment, internal by default.
- CSV import and export through Migration Factory with a dry run.
Projects GA (planned W3)
Year 2 adds a project container with client, owner, dates, currency and budget header; list, board, calendar, timeline and table views; subtasks and dependencies with critical path and optional auto-scheduling proposals; milestones with client sign-off and billing milestone flags; project templates with relative dates and roles; workflow rules and WIP limits; automations with visible quotas; baselines and variance; a risk register with advisory slip prediction; AI-drafted weekly status reports that a person approves before clients see them; a workload view; goal alignment; a plan generator from a brief or SOW; capture to task from email, WhatsApp, Indic voice notes and meeting action items; client collaboration on full projects; budget and burn; agent cost on the project; recurring tasks; native mobile; migration kits; and a closure checklist.
What is different
Agents are treated as rented workers with owners, evidence and budgets rather than as hidden tool features. Projects connect directly to CRM deals, Helpdesk tickets, Timesheets & PSA, Billing and Goals, so project health and margin are visible where decisions are made.
Features
What Projects includes
Client work board per sub-account
Board and list of work items per client, grouped by configurable status (W2).
Task essentials
Assignee, accountable owner, due date, priority, tags, checklist, attachments, comments with mentions and watchers.
Digital Employee assignee
Agent assignee with a required human owner; progress, cost so far and evidence on the task.
Client approvals
Approve or request changes on a task or deliverable version, with file version history.
WhatsApp and PWA approvals
Owners, managers and clients decide from a WhatsApp template message or the PWA.
Deal and ticket to work item
Won CRM deals create onboarding items from a template; Helpdesk tickets convert to linked work items.
Agency cross-client view
Overdue items, items awaiting client approval and workload across sub-accounts.
Client-visible flag
Items and comments are internal by default and can be made client-visible.
Views, dependencies and critical path
List, board, calendar, Gantt and table views; dependencies with lag, critical path and auto-schedule proposals (W3).
Milestones, deliverables and templates
Milestones with client sign-off and billing flags; templates with relative dates and roles (W3).
Baselines, risks and status reports
Planned vs actual variance, a risk register with advisory prediction and AI-drafted status reports (W3).
Plan generator and capture to task
Proposed plans from a brief or SOW; tasks from email, WhatsApp, voice notes and meetings (W3).
Budget, burn and agent cost
Planned and actual hours and amount, threshold alerts and agent cost from the ROI Ledger (W3).
Migration kits
Microsoft Project export, Asana, monday.com, ClickUp and Trello-style CSV imports (W3).
Workflow
Client work item with client approval
- 1
Create the item from a deal, ticket, WhatsApp request or by hand
- 2
Assign a team member or a Digital Employee with a human owner
- 3
Agent Actions that need approval go to the owner's Approvals Inbox
- 4
Upload the deliverable version
- 5
Request client approval in the portal or on WhatsApp
- 6
Approval completes the item; requested changes return it to work
Workflow
Digital Employee on a task
- 1
The accountable owner assigns the task to an agent
- 2
The agent runtime works through the Action Bus with risk tiers
- 3
Evidence and cost are recorded on the task
- 4
R3 steps wait for the owner's approval
- 5
The owner reviews and accepts the result
AI
AI skills and Digital Employees
Item summary and client update draft
Summarises threads and drafts client updates.
Ticket to work item draft
Drafts the title, description and checklist from a ticket and a template.
Plan generator
Proposes tasks, milestones, dependencies and roles from a brief or SOW.
Status report drafts
Drafts cited weekly status reports for human approval.
Slip and risk prediction
Flags milestones likely to slip, with the dependency chain shown.
Digital Employees that use this module
- Content & SEO Assistant
- Social Content Scheduler
- Creative Variant Generator
- Client Reporting Agent
- AI Meeting Scribe
- AI Onboarding Specialist
They act through the same governed Actions as people; risky steps wait for approval.
Frequently asked questions
Is Projects available in Year 1?
Only as the client work board lite inside Agency OS, planned for W2. Templates, dependencies, Gantt and the rest of Projects GA are planned for W3 in Year 2.
Can clients see internal comments?
No. Items and comments are internal by default. Only those you mark client-visible appear in the client portal.
Can an agent assign work to my team?
Agents can create and assign tasks to other agents within their skills, but assigning a person is only ever a proposal that a human accepts.
See Projects in your workflow
Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.